США ЗАПРЕТИЛИ Чипы Для Китая По Всему Миру — AI-Пузырь Начал ЛОПАТЬСЯ

Micron shares have surged more than 250% in less than six months as demand for AI, memory shortages, and pressure on supply chains have driven the semiconductor market to dangerously high levels of overheating. _____________________________________________________________ ►Advertising inquiries: [email protected] ►For short-term advertisers: [email protected] _____________________________________________________________ The chip war is now spreading far beyond China. Washington is moving toward restrictions that will take into account not only a company's physical location but also its owners. This means that a Chinese tech company operating in Malaysia, Singapore, or another country could still lose access to cutting-edge American AI chips. The next step could be even tighter controls: restrictions on Chinese companies that lease computing power through foreign cloud services and data centers equipped with Nvidia chips. This puts pressure on China, but simultaneously forces Beijing to accelerate its actions. Huawei is already trying to outpace the traditional race to reduce transistor size. The company is embracing a different approach: shortening the electrical signal path inside a chip through a multilayer structure, where circuits are stacked on top of each other. Huawei believes that by 2031, this approach could yield chips comparable to those currently produced in the United States and Taiwan. Energy is becoming another key advantage. The growth of AI requires massive amounts of electricity, and America, according to estimates, may need to add capacity comparable to the entire US economy in just five years. China, meanwhile, could gain a more than threefold advantage in power generation by 2030, facilitating mass chip testing and the expansion of AI infrastructure. The most vulnerable component of this boom is memory chips. From September to May, prices for RAM and memory chips increased by 300-700%. China's CXMT already sells memory modules for around $150, while Samsung, SK Hynix, Micron, and other major suppliers sell similar modules for $300-$400. CXMT could also raise up to $5 billion through an IPO to expand production and increase pressure on global prices. China also controls the raw materials base of the entire industry. It accounts for nearly 80% of the world's raw silicon production and 75% of its ultra-pure polysilicon supply. Beijing aims to achieve 70% self-sufficiency in silicon wafers by 2026. If tensions escalate, silicon restrictions could hit chipmakers in the United States, Korea, and Taiwan. But the most profound advantage is its talent. China is home to more than 11 universities and colleges focused on rare earth and critical materials. The country also has three times more research centers in this field than the rest of the world combined. Therefore, the chip war is no longer just a fight for equipment. It's a fight for materials, energy, knowledge, and industrial depth. #China #USA #Chips ______________________________________ Useful videos: China BANNED Banks from Trading in Dollars    • Китай ЗАПРЕТИЛ Банкам Торговать в Долларах...   Trump is FURIOUS: 150 countries refuse to pay!    • Трамп в ЯРОСТИ: 150 стран отказываются пла...   US cornered: $25 billion debt auction collapses    • США загнаны в угол: Провал аукциона долга ...   _______________________________________ *DISCLAIMER! I am not a financial advisor. The information contained in this video is not advertising and is for entertainment purposes only. Before investing, please consult with a licensed professional. Any stock purchases I demonstrate or discuss in videos should not be considered "investment advice." I am not responsible for any losses you may incur by investing and trading in the stock market in an attempt to mirror my approach.