BYD dévoile son plan B face au risque de blocage chinois des puces Nvidia

BYD prépare sa riposte technologique alors que Péton menace de couper l'accès aux semi-conducteurs américains.

Stratégie d'autonomie

Le constructeur automobile accélère le développement de solutions alternatives pour contourner une éventuelle interdiction des puces Nvidia. Une course contre la montre qui pourrait redéfinir les équilibres géotechnologiques.

Réalité économique

Les investisseurs suivent le dossier avec nervosité - comme d'habitude, ils parient sur deux tableaux en espérant que quelqu'un d'autre paiera la facture de la diversification technologique.

La dépendance aux puces étrangères révèle la vulnérabilité stratégique des géants technologiques chinois, obligés de jongler entre innovation et souveraineté industrielle.

BYD relies on its in-house tech and says no ban is in place yet

BYD has made it a goal to control its supply chain. That includes not just building cars, but also making its own batteries and other core components. “We have a lot of strong … even deeper technology in-house, so we always have backup,” Li said. That line sums up how the company sees itself: always prepared. Not just flexible, but fully armed with options.

The discussion comes as Nvidia finds itself in the middle of U.S.-China tensions. Its AI chips have been a major concern for both governments. One chip, the H20, was designed to follow U.S. export rules.

First it was banned. Then it was allowed to be sold again in China after a deal between Nvidia and Washington. Even now, reports suggest Chinese tech firms are being quietly discouraged from buying Nvidia’s AI hardware.

However, those AI chips are not the same as the ones used in cars. For vehicles, Nvidia makes separate systems like the Drive AGX Orin. This chip helps with semi-autonomous driving functions. BYD is a known user of this Nvidia automotive product. So far, there’s no sign that China plans to stop companies like BYD from using that specific chip.

Li made that clear in her comments. She said the company hasn’t received any instructions to cut off Nvidia parts. She also made it sound unlikely. “I don’t think any country will do that, because this automatic will kill Nvidia,” she said. Then she added, “So Nvidia now is the highest market value company, so if they lose the big market from China … nobody wants to see this.”

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