(Deutsche Welle Chinese website) "Süddeutsche Zeitung" commented that almost all discussions surrounding Huang Renxun focus on his "lovely news". As the head of Nvidia for many years, Huang Renxun’s long-standing dispute with the US government over chip export controls has not received the attention it deserves. Huang Renxun has always believed that imposing chip export controls on China is a serious mistake. This comment titled "Oppose chip control, Huang Renxun's words make sense" reads:
"The first thing that needs to be stated is that when a company is squeezed out of a lucrative market by its own government, it is reasonable for the president of the company to feel dissatisfied. After all, the ban decision made by Washington has caused hundreds of millions of losses to Nvidia. In April 2025, the US government The government has once again significantly tightened the export ban on Nvidia chips. In the 2025 business year, Nvidia achieved US$25 billion in marketing in the Chinese market, including Hong Kong, and its revenue fell to approximately US$20 billion in the following year. On the surface, the decline does not seem too large.
But it needs to be noted that it was precisely during this period that China’s artificial intelligence market achieved explosive growth. While NVIDIA's business is soaring around the world, it has declined in the hottest Chinese AI market. The losses that Nvidia has suffered due to this are simply impossible to calculate in numbers. In other words, Washington has deprived Nvidia of its opportunity to cash in on China’s artificial intelligence craze. At the same time, the United States’ efforts to cut off China’s access to Nvidia’s most advanced chips have had limited success.
Estimates from the Epoch AI Research Institute show that by the end of 2025, approximately 466,000 Nvidia chips had been illegally shipped to China. An investigation by the South China Morning Post also showed that some of China’s top artificial intelligence R&D companies are still focusing on using Nvidia processors to train their models. These chips are not necessarily the most advanced, nor necessarily come from smuggling channels, but one thing is for sure: American technology still plays an important role in China's artificial intelligence industry.
U.S. export controls are not ineffective. Chinese companies are trying every means to obtain Nvidia chips, which just shows that at least so far, they cannot do without these chips. The U.S. ban has made it more difficult for Chinese companies to obtain chips and may have cost Chinese artificial intelligence developers valuable time. However, the ban is also forcing Chinese companies to look for alternatives, and more and more alternatives have been launched in China. "
Comments from the "Süddeutsche Zeitung" pointed out that the US government's export ban not only cannot truly cut off China's access to high-end chips, but at the same time, it also relieves China's local chip manufacturers from competitive pressure from the United States. Today, even if Washington fully relaxes its export ban, Beijing may not buy it because Beijing has realized the dangers of technological dependence on the United States:
"That is to say, on the one hand, there are too many loopholes in U.S. export control, which cannot completely cut off China's access to these popular chips. On the other hand, the U.S. export ban lasts for such a long time, which is enough for Beijing to fully realize that achieving technological independence is a direction worth pursuing. Now, even if the U.S. becomes fully operational tomorrow, The face-to-face lifting of the ban cannot shake Beijing's determination to achieve technological independence. In the field of private life, Huang may have made continuous mistakes, but his warning on the export ban was completely correct. However, Washington woke up too late. The Chinese will no longer open the door that the Americans closed. "
“Faced with trade imbalances, Europeans can’t just blame China”
"Business Daily" commented that in the face of China's increasingly powerful trade offensive, it is meaningless for Europeans to continue to blame others:
"Criticism of China's industrial policies should not be an excuse for Europeans not to reflect on their own mistakes. If the electric vehicles manufactured by Chinese car companies were not getting better and better, and their designs and functions were increasingly recognized by Europeans, then German car manufacturers would probably still be immersed in researching fuel vehicle technology.
After joining the World Trade Organization in December 2001, it was obviously more convenient for China to launch an export offensive. Global merchandise exports will increase from US$7 trillion in 2001 to US$26 trillion in 2025. China is certainly the biggest beneficiary of the surge in global trade, but it is by no means the only beneficiary. In the years when business was good, German exporters also benefited a lot from China's market opening, improvement of the legal environment and reform process.
Nowadays, business is not doing well, and there are more and more complaints. Europeans' complaints about China's WTO accession and China's industrial policies sometimes sound inconsistent. Before Xi Jinping came to power, Western countries' expectations for China's market liberalization were not wishful thinking. However, when this expectation showed signs of failure, WTO member states failed to amend and strengthen rules in time to deal with China's state capitalism. This is where the real mistake lies. "
