CNBC title should be "Why China may not need Intel and Amd". For years, China relied on buying chips from the US, using money from selling cheap goods to Americans. But now, with US politicians ban chip exports, China is rethinking its strategy. This pressure is driving China to boost its own technology. China may soon appreciate the US for catalyzing this shift, as it's prompting China to enhance its tech and upgrade production-a move it hadn't deemed necessary in its staunch belief in the "free market".

@wutangtang8590

2 ай бұрын

they know that for sure, but their boss required them to not let audiences know

@deveshmittal7512

2 ай бұрын

India needs to ban the mobile phones that have Chinese chips from selling in India! We don’t want these stinky smelly Chinese businessmen selling phones in India anymore China - go ahead and find your business in Africa and spare India!

@kangkim150

2 ай бұрын

Not many people know that China's home grown desktop chips are at 2018 AMD Ryzen levels. That gap will be uncomfortably closing in the near future.

@dee7665

2 ай бұрын

It's America's tech. You can make a chip but without America's software and cloud tech, china will be left with a bunch of 80s tech chips to sell to Africa as the rest of the world moves on

When CNBC can't face the truth that AMD and Intel cant survive without China 😂😂😂😂

@bubuneowoo6161

2 ай бұрын

Just like Australia wine does not need China market. Pathetic!

The other way around, China does not need Intel and Amd. They can now produce 7nm computer chips AT SCALE. Face the music.

@user-br9oi2sh7o

2 ай бұрын

How about the 5nm that Huawei just filed the patent? Surely, that's a few years ago that China will not be able to have the know how at least 10 years and if China did come up with the 5nm,that would be a great early b'day present to Ramondo and Biden's Chips Act, BRAVO to MAGA & BBB.

@SimonCU

2 ай бұрын

5nM now

@user-br9oi2sh7o

2 ай бұрын

@@SimonCU Wonderful to China, 👍👏

@gangwu4541

24 күн бұрын

Japan and South Korea produce even better chips than China but they don’t need to ban A and I from the US. This is pure political moves nothing more.

Bye bye USA chip 😢😢

Wrong, China is essential. They're the biggest market and a super manufacturer powerhouse. Who are we going to sell chips to? Whoever we sell it to, it' going to cost more after assembly.

@vinmangob8555

2 ай бұрын

No they are not, they are good at pollution half wit.

@mindethereal6627

2 ай бұрын

It doesn't matter who you sell it to, what matters is political correctness and the votes that go along with the China threat theory.

@yoda5191

2 ай бұрын

Yes but this won’t affect AMD or Intel the chips cannot be used for government PC however the general populace can still buy them so they have lost barely anything

@mindethereal6627

2 ай бұрын

@@yoda5191 Your imagination is too poor. If an ecosystem was formed, do you think the Chinese would support their enemies in the event of a war? The code written on the bottom of Qualcomm chips that sends pictures, geolocation, voice and video back to US servers is not a lie made up by China, it was discovered by another security expert, that's why Apple phones are banned within the Chinese government sector, and with the improved development of Huawei's chips, there will come a time when Qualcomm chips will disappear completely in China, along with Android.

@deveshmittal7512

2 ай бұрын

India needs to ban the mobile phones that have Chinese chips from selling in India! We don’t want these stinky smelly Chinese businessmen selling phones in India anymore China - go ahead and find your business in Africa and spare India!

Any headline to keep the bull market going. It turns out that chip manufacturers actually don’t need any customers 😂

@user-br9oi2sh7o

2 ай бұрын

No, they only need to service the Western Alliances 12% world population and China can help and service the 50 % will be alright that doesn't need as high a quality.

This means China has its own equivalent/capable chips to cover its domestic needs. The implication is huge. The Chinese companies might avoid using Intel and AMD chips in order to have the government contracts, the chips might be exported outside China, etc.

@kenyup7936

2 ай бұрын

Absolutely not, I don’t think we have a better replacement actually atm

@kenyup7936

2 ай бұрын

@@jack99889988 I don’t think so, what system we can use then ? 😂

@deveshmittal7512

2 ай бұрын

India needs to ban the mobile phones that have Chinese chips from selling in India! We don’t want these stinky smelly Chinese businessmen selling phones in India anymore China - go ahead and find your business in Africa and spare India!

@kangkim150

2 ай бұрын

@@jack99889988 Their x86 is about the same level as 2018 Ryzen and core i3. Never say never.

@mianmian3488

2 ай бұрын

Hardware wise, the daily works don't need top computing power. Chinese chip should be capable already. But the lack of eco system is a huge deal. I think this ban is to help both local hardware and software industries. Still it is a long way ahead.

I guess the title should have been 'Why China may not need Intel and AMD'. And clearly, China is de-risking itself from American products and services, given the high uncertainty of export and technology ban, plus national security risk. That move is fairly legitimate and understandable.

The opium is a bit high with this title lmao

China is helping you to de-risk as you have requested. You can now thank China!

Lol how come china not important? AMD and Intel should be in big problem from now on.

@user-br9oi2sh7o

2 ай бұрын

No, not important, stay that way for God's sake.

@MetaView7

2 ай бұрын

Exactly。 Even if the number is small, the last 15% is ALL gravy. No one is going to belittle the gravy.

does China needs Tesla ? when the Chinese People has a dozen local brands to chose from

@user-br9oi2sh7o

2 ай бұрын

Why not, competition keeps products better and cheaper.

@pavedmaloney1157

2 ай бұрын

@@user-br9oi2sh7o go tell your american daddy

@davidz7858

2 ай бұрын

If no Tesla, local car maker could not build high quality EV. If no local EV, Tesla could not be cheaper than in US.

@rietachikawa7947

Ай бұрын

loser joke

does China needs Apple now ? when the Chinese People has a dozen local brands to chose from

@liangxu

2 ай бұрын

I think China needs Apple now and will still need it in the future. I remember years ago under a video relating to China, some youtuber asked "How could China get success since it is ruled by one party?" Someone joked "the biggest opposite party in China is USA.....". Joke or not, but I think the guy was right----if you haven't competition from inside, you will need one from outside to keep the system healthy. I don't think China will fully ban Apple, Tesla and Intel like what US does to Chines products even if it has domestic replacements. It seems like the Chinese Communist Party knows that the healthy competitions are good things to a system better than US Democratic and Republican politicians.

@pavedmaloney1157

2 ай бұрын

@@liangxu the jokes is on USA now

@cathie3874

2 ай бұрын

@@liangxu open market is always good. open the market and have all international brands compete in China. Good for Chinese local brands and technology innovation. I don't see China should kick Apple out.

@user-br9oi2sh7o

2 ай бұрын

Yes, in memory of the hard fought battle that HUAWEI will lead again in innovation.

@free_stylabro6490

Ай бұрын

If you have checked Q1 2024 sales report for Apple in China it has dropped around 25% the worst performance since 2020 when covid struck. Huawei went from the lowest market share between the top manufacturers in China up to Q3 2023 to the highest market share this last quarter. Remarkable growth in such a short space of time since they grew 70% in one year. This is significant as China is the largest mobile market in the world.

problem intel/amd ect lose a big chiinese market mean less sale =less $$ for RND =impact on develop latest technology more risk for investor.......

Misleading Report, with half baked industry experts.

@user-br9oi2sh7o

2 ай бұрын

Intentionally to keep the spirit s high.

I think they got the title wrong

@user-br9oi2sh7o

2 ай бұрын

No, keep it that way just fine.

@davidz7858

2 ай бұрын

They still want to save USFace

Apple launched the thousand dollar iphone not because it costed more to produce but to simply meet investor's profit margin. How much more premium should Americans pay for home made silicons? $600 budget phone and $1,000 Chromebooks?!

- China can't buy our advanced Chips - China must buy our low grade chips

@user-br9oi2sh7o

2 ай бұрын

That's good, tell that to Nvidia, intel and AMD.

@yongchanho5545

2 ай бұрын

Buy you head

@Themanwhocantbemoved-zb7py

Ай бұрын

India already had cow dung chips that as low price 😂😂😂😂

China exporting it's own A.I. chips

@deveshmittal7512

2 ай бұрын

India needs to ban the mobile phones that have Chinese chips from selling in India! We don’t want these stinky smelly Chinese businessmen selling phones in India anymore China - go ahead and find your business in Africa and spare India!

where do Intel and AMd source their raw materials? I always thought it was China.

CORRECT

Not only china, all asian countries will follow sooner or later.

This is good news. I'm buy'n more.

@deveshmittal7512

2 ай бұрын

India needs to ban the mobile phones that have Chinese chips from selling in India! We don’t want these stinky smelly Chinese businessmen selling phones in India anymore China - go ahead and find your business in Africa and spare India!

So, yeah, they totally don't need 30% of that market.😂

US military saying china will be "ready" in 2027. the whole chip market will be so different in 3 years that it would be stupid to assume they would wait until then.

@user-br9oi2sh7o

2 ай бұрын

Well, what has US got to show in comparison today in military hardware and personnel seriously?

thank you for the chips ban, in helping us understand what US hegemony is and transition to a non-reliant new mode. The entire world will benefit from this.

Presently only Nvidia chips are precious to China but this may change in future, the rest of chip companies can forget about China & go holland 😂

@serriajohn

2 ай бұрын

China is capable to produce high end 5NM chips, as tiime goes by, China do not need Nvidia graphic cards. in fact, Huwei AI chips perform as well as H 100

what kind of expert is it ? you should be smart enough to know that once the Government ban... the private sector will follow.

China will produce chips/computers for its domestic market; and then export chips to the world at a huge discount compared to Western Manufacturers. From the movie Armageddon "It happened before. It will happen again. It's just a question of when. " If I were Intel or AMD, I'd just set-up factories in China, manufacture there, and sell to the world. This was Apple's winning game plan that propelled it to the most valuable company in the world. "Designed in California, Made in China." Win-Win.

@georgesibley7152

23 күн бұрын

Intel alreasy has manufacturing plants in China.

De-risk?

i would think the China risk applies to all the fabless companies, as well as TSMC.

Yeah this is great news, I cant think of any reason why eliminating any possible sales to a whole branch of a country is bad.

@wowcnmovie

2 ай бұрын

Who cares about Intel or AMD?

that's what they all say in the beginning.

The answer is quite simple. Will you use Linux or Windows every day? I use Linux for my research but I prefer Windows for everything else. For Windows, it is Intel/x86. People might just have two computers. One for meeting the government requirements and the other is used to undertake real usage cases.

@mindethereal6627

2 ай бұрын

You underestimate China's ability to create, China must thank Trump and the current president, if not for these two presidents, the Chinese people and officials how to still indulge in the idea of selling sell sell sell sell, make better than sell sell sell sell, if not for these two presidents, China will never wake up because in the past, the Chinese people have always thought that the United States is a beautiful, free, democratic paradise, and now the Chinese people know that the United States is too false, freedom and democracy are the product of politicians and media deliberately. Freedom and democracy are products deliberately created by politicians and media, there is no personal safety in the society where there is real freedom, as long as the interests of the elite class is harmed people's freedom of speech will automatically disappear, the Chinese government now completely see that reconciliation is never possible, because the United States only want to let China fall into the world's third-rate, like cattle in the pasture!

@derekaugust872

2 ай бұрын

Cool story bro!

@supergaga

2 ай бұрын

For the past 10+ years I have been using Linux OS exclusively for research, the system is super clean. When I have to run specific Windows programs (rarely) I use VirtualBox.

@XYang2023

2 ай бұрын

@@supergaga Besides programming, I use professional CADs which rely on hardware acceleration. Hence I use native Windows and native Linux. I guess purely for programming related tasks, just using Linux should be alright.

Well.. welcome to 5x price of the CPU and GPU..

wrong title😂, shoud have been "why china may not need intel and amd"

INTC is going to need a lot more bail out, $20 billion for next 10 years.

Also, I'm from the future. Intel will post a $7 billion loss on its foundry business in the next quarterly earning report after this broadcast. Condolences if you bought Intel after hearing this optimistic report about Intel.

Because China Is Using Its Own Level 5 Chip While It Can Not Access Higher And More Advancing Chip From The Free World. What Are Your Target Prices On Advance Processing Chips As An Investor. Sincerely ❤️❤️❤️KNT.

Government restrictions are only due to national security. Overreaction is buying opportunity.

No worries, there are cheaper Indian and Mexican products filling in, the quality Might be worse and not much High Tech Goods But it's cheaper. The big chip companies all have massive production lines in China not USA, So they Might ditch the US If Things Don't go right for them.

*COPE!!!* 😆😅😂🤣

Wa wa wa😢

This guy was still talking about transfer of semi tech to India by Foxcon. What a genius!

No CPU, if it’s for real, that means no PC in China. Who’s next on the line? Microsoft and Dell, Lenovo and of course Intel and AMD. Nivda will be fine cos’ it does high end gaming, crypto mining and AI

Why you need your competitor?

Jai Hind. Just go to India.

😳😳😳😁😁😁

You don’t wanna sell chips to China now China say we don’t want to use your chips even you want to sell we don’t want it 😂

sour grapes

.

They need China stop the pretence!

@dfv671

2 ай бұрын

Who's pretence? Who banned Huawei despite no evidence of security risk?

@user-qd8yg1fp7i

2 ай бұрын

​@@dfv671hes on yr side. chill

U

He just lost all credibility when they said he came back from Taiwan.

taiwan will buy all chip are ban by china , 1 taiwanese can buy 10-20 chip for their computer , win win solution for US and taiwan

@coolspace2786

2 ай бұрын

iq1450

Who buy the MURICA made chips' if your biggest buyer is China

Definitely. just quit china market and make a "de-risk". haha

The guy tried hard to sound not serious, his face so red.

Thank you Lord Jesus for the gift of life and blessings to me and my family $14,120.47 weekly profit Our lord Jesus have lifted up my Life!!!🙏❤️❤️

@ipodslave2006

2 ай бұрын

Shut up, scammer!

L Maooo! Ahahaha Hahaha RFLOL! Good one, baldy!

It is unsafe to use Intel or AMD, quoted as national security threat.

ccp geo-risk is not priced into TSM NVDA or AMD... and its a real risk. warren buffett didnt sell TSM because it was a safe investment.

@wutangtang8590

2 ай бұрын

stop talking about "risk" unless you speak out the evil US regime and white supremacy is the biggest risk to the entire world

USA : could we go back to 2018 ? Is it too late?

China is helping you to de-risk as you have requested. You can now thank China!