The US government is ready to impose a number of obstacles to the supply of chips to the Chinese market - with the aim of slowing down their technology development. However, the opposite is seen to be happening, with China developing its own offerings faster - thus reducing dependence on the West.
Most recently, NVIDIA has been ordered to stop supplying their NVIDIA H20 chips to the Chinese market. This has led to a drop in the stock market value of NVIDIA, AMD and Intel. Not only that, various industry analysts are now targeting Huawei to focus on the development of artificial intelligence chips, and to lead in this arena not only in China, but also globally.
Previously, Huawei was ready to lead the telecommunications infrastructure arena previously led by Nokia and Ericsson, in addition to also overcoming Apple's market share in the smartphone arena. However, trade barriers by the United States have had some impact on Huawei's development. Huawei itself has not disappeared just like that, but has looked at alternatives with the development of its own operating system, in addition to also investing in chip development and others.
It is now also positioned where Huawei can lead the semiconductor arena focusing on artificial intelligence – not to mention with China's investment in infrastructure and data center development in various countries. This trade barrier measure is aimed at further accelerating Huawei's own development.
With this development in the semiconductor arena, let's all wait and see what Huawei's next move is, and how they will continue to lead the market by completely freeing themselves from western technology.