this post was submitted on 20 Nov 2023
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I wonder how effective these sanctions, from over the sea, can actually be when these cards are also manufactured in China, using a whole bunch of Chinese parts?
Even the parts that come from Taiwan are trivial to cross into China and vice versa as China is Taiwan's largest trade partner.
So the thing this will mostly do is cut into Nvidia's official business in the Chinese market, but I'd be very surprised if this is gonna have any real effect on availability in the Chinese grey market.
I expect it to fail completely, sanctions on consumer goods that sell in tens, hundreds of thousands of units are very hard to enforce. There are sanctions on high-tech consumer goods for Russia(computer components, smartphones, etc), but all online and retail stores are completely stocked up on them.
Yeah and the Chinese can access these goods from other markets. They could buy them from India, for example.
It's quite amazing to think some people belive that if the Chinese really wanted to use these GPUs they wouldn't somehow manage to get it.