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Becoming Rich with Daily Scavenging APP-Chapter 586: H20 Chip
After leaving the achievement base, Chen Yiyang arranged for his assistant to follow up on the investment in the electron beam lithography machine.
Then he found time to invite DeepSeek's Wen Liangfeng to dinner to discuss the electron beam lithography machine.
"I think this investment is very necessary," Wen Liangfeng said. "Have you heard about the recent H20 chip issue?"
"What's it about?" Chen Yiyang hadn't been following the news much due to being busy with the entertainment industry.
"This matter dates back to over a year ago," Wen Liangfeng said,
"Over a year ago, North America, aiming to hinder Huaxia's progress in the AI field, imposed strict chip export controls on companies like NVIDIA.
Prohibiting NVIDIA from selling its globally leading products, high-performance chips like the H100 and A100, to Huaxia.
This restriction caused significant losses for NVIDIA."
Wen Liangfeng continued,
"At present, the only players in the AI field are the U.S. and Huaxia.
In other words, technology companies related to AI currently can't be profitable on their own and rely on investment to survive.
Only Huaxia and North America can afford to play the AI game. With North America's ban, it effectively reduced NVIDIA's market share in AI chips by almost half.
However, a market with significant demand will not leave any gaps.
After North America's ban was announced, domestic alternatives began rapid development, allowing a group of companies focused on AI chips to grow quickly.
For example, our DeepSeek also adopted domestic chip solutions to train a new generation of large AI models.
So even though we've faced a blockade, the development of the domestic AI field hasn't lagged too far behind.
NVIDIA was initially the most anxious. Due to the ban, NVIDIA not only lost market share but also faces the risk of Huaxia's domestic companies replacing their previous market position even if the ban is lifted in the future.
After careful consideration, NVIDIA flexibly launched the H20 chip, compliant with North American export regulations.
Although the H20 chip's performance was cut to comply with export regulations, the company had to agree to pay 15% of its revenue to the North American government to enter the Huaxia market.
Domestic giants are extremely interested in the H20 chip.
Although its performance was reduced, using the H20 chip still has a higher cost-performance ratio than domestic chips.
However, around this time, new developments emerged from North America.
Although the North American government allowed the export of the H20 chip, some politicians' desire to perform did not disappear.
Several legislators loudly demanded that AI chips exported to Huaxia include tracking and remote control functions, essentially a backdoor.
This news caused a reaction.
Domestic relevant departments had to step in.
After all, NVIDIA did not openly reject or refute the demands made by these legislators.
Of course, whether NVIDIA actually installed a backdoor is unknown to anyone.
But the higher-ups talked to several major domestic companies, indicating that using the H20 is fine, but they must sign a guarantee.
If a company that purchased the H20 chip experiences a confidential information leak due to a backdoor, that company's responsible person would bear full responsibility.
Subsequently, no domestic company dared to sign the guarantee.
After all, no one can assure that others haven't installed a backdoor.
NVIDIA is a business, interested only in making money, but North American legislators are unpredictable.
Faced with this situation, NVIDIA had to announce the halt in H20 production. Since they can't even sell the previously manufactured chips, continuing production is pointless."
After hearing Wen Liangfeng's words, Chen Yiyang immediately nodded and said,
"I understand. Now that H20 production has stopped, the AI chip field has gained a precious opportunity. Developing market-satisfying products during this window means not fearing external pressures in the future."
"Yes, but that's not the main point I wanted to tell you," Wen Liangfeng seemed surprised, perhaps because Chen Yiyang didn't immediately react as expected.
"Then what's the main point?" Chen Yiyang still hadn't caught on.
"Where's your business intuition?" Wen Liangfeng said with slight annoyance. "If the Xi Zhi Electron Beam Lithography Machine you've invested in can be commercialized during the window period given by the H20 cessation,
it would mean significant advantages for the domestic AI chip field. Stocks of several AI chip companies listed domestically would soar."
Chen Yiyang finally realized. Wen Liangfeng's extensive explanation was a hint for him to invest in stocks of domestic AI chip-related companies.
Since Chen Yiyang generally had access to investment intelligence, he didn't often get involved in stock market activities.
Investment intelligence usually doesn't recommend stock market opportunities. 𝑓𝑟𝑒𝘦𝓌𝑒𝑏𝑛𝑜𝘷𝑒𝘭.𝒸𝘰𝑚
That's quite normal.
The stock market can be even riskier than gambling, where at least some casinos rely entirely on luck, but in the stock market, there are manipulators who can change outcomes anytime.
By the time you act on a stock tip, it might be too late, leaving you holding the bag if others sell out fast.
However, this stock market opportunity seems promising.
"Lately, there's been a lot of capital flowing into the 'Big A' market. These overheated funds will surely flow into high-tech companies that appear most promising for the future."
Chen Yiyang thought and said, "I'll find a team to help me navigate the stock market for a while."
"I think you'll definitely profit," Wen Liangfeng said, "Recently, many South Koreans have suffered huge losses in virtual currencies, and now they're investing in 'Big A,' so it's a good opportunity to make money from them."
"Now I understand why there's been so much capital pouring into Big A," Chen Yiyang realized.
South Korea has a typical speculating market; money is often seen as the only measure of success in this country. Concepts like financial healing are even popular among office workers.
Nevertheless, I hope that these cute small investors won't get hurt too badly in the domestic A-shares.
Today's intelligence tip, Support Joint: A startup focusing on walking support is lacking investment. Investing now is a great opportunity.
Contact details for relevant individuals are included on the second page.
Support Joint?
Upon seeing today's investment intelligence, Chen Yiyang became interested.
Could it be something good that helps disabled people walk?
Chen Yiyang immediately thought of the small accountant.
So he invited the small accountant, who was resting at home today, to visit the company together.
Before Chen Yiyang arrived, his assistant had already arranged a meeting with the company's people.
Thus, when he arrived, the founder of the tech startup, Li Ruoqiao, was already waiting at the company entrance.







