China's AI Will Continue to Advance in 2024 Despite Tight US Chip Curbs
Posted: Sun Jan 19, 2025 5:37 am
China is expected to "work within these constraints" by making progress through AI accelerators in China and more efficient use of computing resources.
The country's ability to overcome the setbacks caused by US export controls cannot be underestimated, according to Nicolas Gaudois of UBS.
China will make progress this year in developing large language models (LLMs) – the technology used to train ChatGPT and similar apps – and generative artificial intelligence (AI) systems, despite restrictions imposed by the United States on the mainland’s access to advanced semiconductors , according to analysts at Swiss investment bank UBS.
China is expected to "work within these constraints and try to make progress" by using China's domestic AI acceleration programs and using computing resources more economically, Nicolas Gaudois, head of technology research in Asia Pacific at UBS, said during a webinar hosted by the bank on Tuesday.
Nicolas Gaudois said US export controls had blocked China's access to albania email address Nvidia chips used in artificial intelligence projects, but noted that mainland China's ability to overcome such setbacks should not be underestimated.
The views expressed by UBS analysts reflect how China's semiconductor industry has weathered last year's escalation of Washington's technology sanctions, which restricted exports of advanced chip-making equipment and cutting-edge semiconductors for China's AI projects.
Read more CHINA NEWS Guide to China's Market City of Yiwu: 2021 Edition
Mainland China's tech sector appeared to break the stranglehold of US export controls last year when Huawei Technologies made a surprise return to the 5G smartphone market with new phones powered by a "breakthrough" advanced Chinese-made processor.
It showed how the US-blacklisted company has struggled to build up its operations after years of struggling under trade sanctions.
The country's ability to overcome the setbacks caused by US export controls cannot be underestimated, according to Nicolas Gaudois of UBS.
China will make progress this year in developing large language models (LLMs) – the technology used to train ChatGPT and similar apps – and generative artificial intelligence (AI) systems, despite restrictions imposed by the United States on the mainland’s access to advanced semiconductors , according to analysts at Swiss investment bank UBS.
China is expected to "work within these constraints and try to make progress" by using China's domestic AI acceleration programs and using computing resources more economically, Nicolas Gaudois, head of technology research in Asia Pacific at UBS, said during a webinar hosted by the bank on Tuesday.
Nicolas Gaudois said US export controls had blocked China's access to albania email address Nvidia chips used in artificial intelligence projects, but noted that mainland China's ability to overcome such setbacks should not be underestimated.
The views expressed by UBS analysts reflect how China's semiconductor industry has weathered last year's escalation of Washington's technology sanctions, which restricted exports of advanced chip-making equipment and cutting-edge semiconductors for China's AI projects.
Read more CHINA NEWS Guide to China's Market City of Yiwu: 2021 Edition
Mainland China's tech sector appeared to break the stranglehold of US export controls last year when Huawei Technologies made a surprise return to the 5G smartphone market with new phones powered by a "breakthrough" advanced Chinese-made processor.
It showed how the US-blacklisted company has struggled to build up its operations after years of struggling under trade sanctions.