Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li><p>Drugs / In Depth: Why China’s regulators have cough medicine in their sights</p></li><li><p>Corruption / Former justice minister given suspended death sentence</p></li><li><p>Yuan / China and Kazakhstan set up offshore yuan clearing</p></li></ul>

Drugs / In Depth: Why China’s regulators have cough medicine in their sightsCorruption / Former justice minister given suspended death sentenceYuan / China and Kazakhstan set up offshore yuan clearing

CX Daily: Why China’s Regulators Have Cough Medicine in Their Sights

Thematic (Sector/Industry)

<ul><li>New U.S. export restrictions on certain microchips used for machine learning could distrupt China’s development of autonomous driving technology and data centers, market insiders fear</li><li>The export restrictions on Nvidia’s A100 and forthcoming H100 graphics processing units (GPU) will affect Chinese carmakers’ research into autonomous driving</li><li>The Nvidia A100 is a GPU chip with 7-nanometer nodes while the H100 is a model with 4-nanometer nodes that is expected to hit the market this quarter</li></ul>

New U.S. export restrictions on certain microchips used for machine learning could distrupt China’s development of autonomous driving technology and data centers, market insiders fearThe export restrictions on Nvidia’s A100 and forthcoming H100 graphics processing units (GPU) will affect Chinese carmakers’ research into autonomous drivingThe Nvidia A100 is a GPU chip with 7-nanometer nodes while the H100 is a model with 4-nanometer nodes that is expected to hit the market this quarter

How New U.S. Chip Restrictions Could Hit China’s Smart Car and Cloud Firms

<ul><li><p>Steel / Cover Story: China’s steel industry at a crossroads as long winter looms</p></li><li><p>Covid-19 / 33 cities in China are under some sort of lockdown</p></li><li><p>Hack / China accuses the U.S. of hacking a leading aerospace university</p></li></ul>

Steel / Cover Story: China’s steel industry at a crossroads as long winter loomsCovid-19 / 33 cities in China are under some sort of lockdownHack / China accuses the U.S. of hacking a leading aerospace university

CX Daily: China’s Steel Industry at a Crossroads as Long Winter Looms

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<div><div><div><ul><li>On 31 Aug, Nvidia said in a regulatory filing that the U.S. has imposed new <span style="font-size: var(--content-font-size);">licensing requirements on shipments of certain advanced server GPU (A100 and </span><span style="font-size: var(--content-font-size);">H100) to China (including Hong Kong) and Russia. </span></li><li><span style="font-size: var(--content-font-size);">Nvidia may lose as much as </span><span style="font-size: var(--content-font-size);">US$400mn sales to China in FY3Q22 as a result. </span></li><li><span style="font-size: var(--content-font-size);">Nvidia’s GPU dominates the AI </span><span style="font-size: var(--content-font-size);">processor market with 80.6% market share in 2020, according to Omdia. </span></li></ul></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

On 31 Aug, Nvidia said in a regulatory filing that the U.S. has imposed new licensing requirements on shipments of certain advanced server GPU (A100 and H100) to China (including Hong Kong) and Russia. Nvidia may lose as much as US$400mn sales to China in FY3Q22 as a result. Nvidia’s GPU dominates the AI processor market with 80.6% market share in 2020, according to Omdia. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China AI – U.S. is restricting advanced GPU sales to China

US Tech Company Research, MT Capital

MT Capital

US Tech Company Research

I demystify the world's most interesting tech companies, providing in-depth, no-nonsense, un-biased analysis on the most interesting Tech Companies available for investment today. I am a Mechanical Engineer by education, Software Engineer by trade and a self-trained Financial Analyst.

Equity Bottom-Up

<ul><li>Today I will be completing an in-depth analysis on Nvidia.</li><li>Within, I will break down the plethora of opportunities the company has in front of it, and attempt to provide a concise overview of the technological capabilities they possess.</li><li>In addition, I will break down each of the company’s business segments, dig into the company’s financials, and discuss some positive and risk-based factors alike that I deemed important when trying to perform a scenario analysis on the company as a whole.</li></ul>

Today I will be completing an in-depth analysis on Nvidia.Within, I will break down the plethora of opportunities the company has in front of it, and attempt to provide a concise overview of the technological capabilities they possess.In addition, I will break down each of the company’s business segments, dig into the company’s financials, and discuss some positive and risk-based factors alike that I deemed important when trying to perform a scenario analysis on the company as a whole.

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

CX Daily: Why China’s Regulators Have Cough Medicine in Their Sights

In Depth: Why China’s regulators have cough medicine in their sights. Former justice minister given suspended death sentence

Caixin Global

How New U.S. Chip Restrictions Could Hit China’s Smart Car and Cloud Firms

New U.S. export restrictions on certain microchips used for machine learning could distrupt China’s development of autonomous driving technology...

Caixin Global

CX Daily: China’s Steel Industry at a Crossroads as Long Winter Looms

Cover Story: China’s steel industry at a crossroads as long winter looms. 33 cities in China are under some sort of lockdown

Caixin Global

China AI – U.S. is restricting advanced GPU sales to China

Nvidia may lose as much as US$400mn sales to China in FY3Q22 as a result. Nvidia’s GPU dominates the AI processor market with 80.6% market share in...

CMB International

Nvidia ($NVDA)

Within, I will break down the plethora of opportunities the company has in front of it, and attempt to provide a concise overview of the...

MT Capital

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