Video: China Just ORDERED Chinese Companies to STOP Buying US Chips. 中國剛剛命令中國公司停止購買美國晶片.
https://youtu.be/ImjVJwDdxi0?si=a7dvpb3eP8FzQorD
https://rumble.com/v6xtp5u-china-just-ordered-chinese-companies-to-stop-buying-us-chips.html
China has delivered a shock to Washington by ordering all Chinese companies to stop buying U.S.-made chips. Overnight, American semiconductor sales to China’s vast tech industry have been cut off, triggering panic among U.S. officials, including Treasury Secretary Scott Bessent.
Donald Trump believed he had set a profitable trap. He loosened restrictions so Nvidia could sell its downgraded H20 AI chips to China, while imposing a 15% tax on every sale. The idea was that China would gain hardware, U.S. firms would profit, and the Treasury would collect billions. Instead, Beijing rejected the deal outright, cancelling orders not only from Nvidia but also from AMD, and banning U.S. chips from government-backed projects. The move symbolized a decisive break from dependence on American processors.
This rupture follows years of U.S. restrictions meant to keep China from accessing advanced semiconductors. Washington limited exports of chips, design software, and lithography tools. Yet Beijing responded by pouring tens of billions into its domestic semiconductor sector, building industrial parks, funding universities, and subsidizing chip firms. Gaps once projected to take a decade to close were narrowed in just four to five years. Trump’s trade war only accelerated this effort, transforming self-sufficiency into a national mission.
China’s progress is evident. Domestic high-performance AI systems like DeepSeek now rival U.S. platforms, proving Beijing no longer needs weakened, compliance-bound chips like Nvidia’s H20. For China, paying higher prices for downgraded products—while letting Washington skim revenue—was unacceptable. The rejection was a public declaration of independence.
The stakes for U.S. companies are immense. In 2022, about 25% of Nvidia’s data center revenue came from China, a market worth an estimated $15 billion in lost sales. Qualcomm relies on China for 64% of its revenue, supplying processors for brands like Xiaomi and Oppo. Apple earned 19% of its global revenue from Greater China in 2023, while Tesla’s Gigafactory in Shanghai produces hundreds of thousands of vehicles annually. Losing this market undercuts revenue, R&D, and global competitiveness.
The wider impact is systemic. U.S. manufacturers already face rising costs, delays, and broken supply chains, while allies grow wary of Washington’s tariff threats. Many are quietly building alternative trade and financial networks that bypass U.S. control.
The question now is stark: has Washington’s strategy to contain China backfired, leaving America weaker in global tech and trade leadership?
中國下令所有中國公司停止購買美國製造的晶片,令華盛頓大吃一驚。一夕之間,美國對中國龐大科技產業的半導體銷售被切斷,引發了包括財政部長史考特·貝森特在內的美國官員的恐慌。
唐納德·川普認為他設下了一個有利可圖的陷阱。他放鬆了限制,以便英偉達可以將其降級的H20 AI晶片出售給中國,同時對每筆銷售徵收15%的關稅。他的想法是,中國將獲得硬件,美國公司將獲利,財政部將獲得數十億美元的收入。然而,北京斷然拒絕了這筆交易,不僅取消了英偉達的訂單,還取消了AMD的訂單,並禁止美國晶片參與政府支持的項目。此舉象徵著美國徹底擺脫了對美國處理器的依賴。
此前,美國多年來一直限制中國取得先進的半導體,華盛頓限制了晶片、設計軟體和光刻工具的出口。然而,北京方面卻以數百億美元投入國內半導體產業,興建工業園區,資助大學,並補貼晶片公司。原本預計需要十年才能彌補的差距,在短短四、五年內就縮小了。川普的貿易戰更是加速了這一進程,將自給自足變成了一項國家使命。
中國的進步顯而易見。像DeepSeek這樣的國產高性能人工智慧系統如今已能與美國平台相媲美,這證明北京不再需要像英偉達H20這樣性能弱化、受合規約束的晶片。對中國來說,為低端產品支付更高的價格,同時讓華盛頓從中榨取收入,是不可接受的。拒絕中國,無異於公開宣示獨立。
這對美國公司來說意義重大。 2022年,英偉達資料中心約25%的收入來自中國,而這個市場估計損失了150億美元的銷售額。高通64%的營收來自中國,為小米和Oppo等品牌供應處理器。 2023年,蘋果公司19%的全球收入來自大中華區,而特斯拉位於上海的超級工廠每年生產數十萬輛汽車。失去這個市場會削弱其收入、研發能力和全球競爭力。
更廣泛的影響是系統性的。美國製造商已經面臨成本上升、延誤和供應鏈中斷的問題,而盟友對華盛頓的關稅威脅也越來越警覺。許多國家正在悄悄建立繞過美國控制的替代貿易和金融網絡。
現在的問題很嚴峻:華盛頓遏制中國的戰略是否適得其反,導緻美國在全球科技和貿易領域的領導地位進一步削弱?
