Nvidia: metaverse chipmaker gets reality check - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
FT商学院

Nvidia: metaverse chipmaker gets reality check

US company ordered by White House to stop selling two of its top computing chips to companies in China
00:00

{"text":[[{"start":11.76,"text":"Nvidia is known for its bet on cutting edge graphics chips — the kind designed to power a gamer-led metaverse. "},{"start":18.064,"text":"But a front row to the virtual universe cannot shield it from some very real world problems. "}],[{"start":23.86,"text":"The US company — whose $334bn market value makes it the world’s second most valuable semiconductor maker after Taiwan’s TSMC — has found itself caught out by the increasingly fractious relationship between the US and China. "}],[{"start":38.12,"text":"The White House wants to make it harder for Beijing to obtain advanced semiconductor technology. "},{"start":43.361999999999995,"text":"This week it ordered Nvidia to stop selling two of its top computing chips to companies in China. "},{"start":48.629,"text":"Nvidia warned that the new licensing requirements could cost it as much as $400mn in lost sales for the current quarter. "}],[{"start":56.42,"text":"A 12 per cent drop in Nvidia’s share price suggests investors believe the losses will increase if Washington moves to widen the scope of its export ban. "},{"start":64.937,"text":"China is one of Nvidia’s biggest markets. "},{"start":67.667,"text":"The country accounted for $7.1bn in revenue, or 26 per cent of the group total, last year. "}],[{"start":74.72,"text":"Nvidia cannot easily source alternative markets for its chips. "},{"start":78.787,"text":"The pandemic triggered a surge in demand for PCs, video game consoles and other electronic devices that Nvidia’s chips power. "},{"start":86.179,"text":"But consumers are now cutting back on discretionary spending. "},{"start":89.722,"text":"Sales of tech devices and chip demand have both retrenched. "}],[{"start":93.75999999999999,"text":"At Nvidia’s all-important gaming business, which makes graphics processors used in PC gaming, sales fell by a third during the second quarter. "},{"start":102.089,"text":"Demand is not expected to rebound anytime soon. "}],[{"start":106.28999999999999,"text":"It is not alone. "},{"start":108.094,"text":"Global semiconductor revenue is expected to grow just 7.4 per cent in 2022 and will contract 2.5 per cent in 2023, according to research group Gartner. "}],[{"start":119.19,"text":"But a temporary lull in the chip cycle may not be Nvidia’s biggest worry. "},{"start":123.582,"text":"The White House’s determination to create a homegrown chip sector has encouraged Beijing to funnel more resources into building up its own domestic chipmakers and suppliers. "},{"start":132.324,"text":"The desire for self-sufficiency on both sides could change the global chip market for good. "}],[{"start":137.28,"text":""}]],"url":"https://creatives.ftacademy.cn/album/81973-1662089631.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

Thrive Capital:多样化是给那些不知道自己在做什么的人准备的

乔什•库什纳旗下的这家年轻的风投公司以大手笔投资OpenAI而闻名,颠覆了传统的风险投资模式。它能得到真正的收益吗?

谁要买Chrome?

关于储蓄的思考。

将谷歌和Chrome浏览器分开是好办法吗?

呼吁这家搜索巨头剥离Chrome浏览器,会给用户带来他们显然不想要的东西。

高增长并不能说明美国经济的全貌

令人印象深刻的头条数字对民主党没有帮助。

没有学位也没问题:美国雇主不再局限于大学文凭

IBM、通用汽车和沃尔玛等公司正专注于申请人的技能,而不是教育。

阿达尼丑闻将动摇印度股市替代中国的努力

就在几个月前,印度股票被视为全球投资者投资组合中中国股票的可行替代,但此次事件使人们重新关注当地股票的风险和高昂估值。
设置字号×
最小
较小
默认
较大
最大
分享×