Despite sanctions and significant constraints, China announces that it intends to double its computing power to reach 300 exaflops by 2025. Information that raises questions.
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Between China and the United States, there is tension in the air, even at the semiconductor level. The Middle Kingdom has announced that it will increase the computing power of its supercomputers to reach 300 exaflops by 2025. This is almost double the current power and is not particularly well received by States. -United States who wish to preserve, a minima, current parity in this area.
It therefore seems that the sanctions against China to hinder its acquisition of cutting-edge equipment and in particular the most powerful chips, such as AI accelerators from Nvidia or TSMC, have not necessarily reduces the country’s will in this quest for IT supremacy. In total, six ministries of the country joined forces to communicate this desire to obtain this phenomenal computing power. According to them, it would be fundamental to achieving its objectives in terms of education and finance. The Chinese plan would mainly consist of stimulating its economy through the integration of artificial intelligence (AI) to optimize its industries. So without these essential components, what does China intend to do?
China does not count on Taiwan factories
Does the arrival of a Mate 60 Pro smartphone from Huawei equipped with a chip whose design China is not supposed to control, form the beginning of a response? In any case, in the event of a military conflict, on the side of the semiconductor industries in Taiwan and in particular TSMC, the fear is not so much that the factories will be forced to produce chips for China. This would assume that industrial facilities have not been destroyed and it is difficult to imagine companies producing components under Chinese constraints.
For the development of its computing power, China cannot therefore rely on this and certainly intends to reproduce American technologies, even if the chips are five years behind recent models, as in the case of the famous smartphone from Huawei. On the other hand, on the Western side, the destruction of semiconductor factories in Taiwan would be a real global catastrophe, particularly for American high-tech companies, primarily Nvidia and Apple. In anticipation of such a shock, TSMC has already started to relocate its factories to the United States, but they remain very far from being operational.
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