Source: Global Times
[Global Times Comprehensive Report] "The US approach is a typical 'science and technology hegemony." People Wang Wenbin said on September 1, "China has resolutely opposed it." The stock prices of Nivine Dada and AMD (Chaviga Semiconductor Corporation), which were directly affected by new restrictions on the United States, fell, and the declines on August 31 once reached 6.6%and 3.7%, respectively. Nvidia said that its potential sales of $ 400 million in this quarter may evaporate. Today, the operation of American chip manufacturers is in a difficult period. As the Ministry of Commerce spokesman Shu Jingsing said, the practice of the United States will also seriously affect the interests of American companies. For a period of time, the United States has successively introduced measures to suppress the development of China's chip industry. Regarding the latest restrictions, Reuters believes that this "marks a major upgrade of the United States to crack down on Chinese technical capabilities." Domestic analysts interviewed by a reporter from " Global Times " on the 1st said that on the one hand, we need to be alert Opportunities can promote the further development of the domestic chip industry chain, which was insufficient interaction between upstream and downstream.
Nvidia was hit, saying that Zhengzheng communicated with Chinese customers
. According to the US CNBC website, a document submitted to the US Securities and Exchange Commission (SEC), the company said that the company said that the company was in August. 26 The US government received a new license for export chips to China (including Hong Kong) in the future. The measure is said to be solved by the risk of related products for or switching to China's "military ultimate use" or "military end users".
" New York Times " quoted Nvidia on August 31 that the company's existing product A100 was affected by new measures and the product H100, which is expected to be listed later this year. Nvidia believes that the US government's regulations may damage its ability to complete H100 development or support existing customers in A100 in a timely manner. According to reports, this restrictions are also applicable to Russia, but Nvidia has not sold products to Russia. A spokesman for
American AMD company told Reuters that the company also received a new license request from the government, which will cause it to stop selling MI250 artificial intelligence chips to China. AMD believes that the MI100 chip should not be affected.
Reuters said that the U.S. Department of Commerce is unwilling to disclose which new standards it has formulated to China export artificial intelligence chips, but claiming that the department is reviewing policies and practices in China "" ".
For the new measures of the United States, Chinese Ministry of Foreign Affairs spokesman Wang Wenbin said on September 1 that the United States has politically, tooling, and weapons of science and technology and trade issues. Maintaining its own scientific and technological hegemony and destroying the industry chain and supply chain that destroys close cooperation in the world, it is destined to end in failure.
"The United States should immediately stop the error approach and treat enterprises including Chinese companies fairly, and do more things that are conducive to the stability of the world economy." On the same day, a spokesman for the Ministry of Commerce of China responded to this matter.
, as Wushu Ting said, the US approach will not only harm the legitimate rights and interests of Chinese companies, but also seriously affect the interests of American companies. " Wall Street Journal " said on September 1 that Nvidia is the highest market value chip producer in the United States. In the field of artificial intelligence chips, the company occupies market leading positions. However, Washington introduced this new positive chip manufacturer in difficulties. Due to inflation serious and deteriorating economic prospects, people's consumption capacity is suppressed, and the demand for computers, video games and smartphones and other electronic devices has slowed down.
Nvidia said in a statement that they are communicating with Chinese customers so that the company's replacement products can meet their planned or future purchase needs.The company plans to apply for relevant export exemption from the US government, but "unable to guarantee" can be agreed. CNBC said that if Chinese companies decide not to buy alternative products provided by Nvidia, the latter will lose $ 400 million in sales in this quarter. Nvidia is expected to drop by 17%to $ 5.9 billion in the third quarter of this year. According to the company's financial report, its total revenue of the previous fiscal year was US $ 26.91 billion, and its revenue in China (including Hong Kong) was US $ 7.11 billion, accounting for 26.4%.
"Wall Street Journal" said that Nvidia believes that even if the US government approves export exemption, competitors may benefit from it, such as semiconductor suppliers from China, Israel and European countries, because "permit procedures will make our sales and support work more Tedicated, even more uncertain, and prompting Chinese customers to find alternatives. " AMD believes that the new regulations will not have a significant impact on its business.
Washington's new move has also attracted the attention of media on the island. According to Taiwan Zhongshi News Network on the 1st, Nvidia and AMD are the top ten customers in TSMC, accounting for a total of about 10%of their revenue. If their chip shipments are reduced, it will also affect TSMC's performance. It is reported that affected by U.S. stock and the sudden introduction of artificial intelligence high -end chip export restrictions in the United States, Taiwan stocks opened low on the 1st, "re -falling" at nearly 300 points, TSMC's stock price fell below 500 yuan early trading New Taiwan dollar .
sets the "performance threshold" for the chip exporting to China?
An industry managers interviewed by the Wall Street Journal analyzed that the ban not only had an impact on Nvidia and AMD, but also set up a "performance threshold" for other high -end chip exports for artificial intelligence computing. According to Reuters, the new chip export restriction measures "marked a major upgrade action to crack down on China's technical capabilities."
"New York Times" believes that the new measure against China and Russia is the latest attempt for the US government to use semiconductor as a tool to prevent competitors from making progress in the fields of high -performance computers and artificial intelligence. The export ban is part of the leadership of the United States and China for the leading position of advanced technology.
According to reports, the A100, H100 and MI250 chips are all GPU (graphical processor) products. In the professional field, GPU is an important source of computing power in the field of data centers, high -performance computers and artificial intelligence. Reuters said that if it cannot obtain high -end chips from American companies such as Nvidia and AMD, Chinese companies' capabilities such as image and voice recognition will be weakened. Image recognition and natural language processing are common in smartphone applications, such as responding to user inquiries and labeling photos. These functions also have military purposes, such as searching for satellite images including weapons or military base , as well as filtering digital communication content for intelligence collection.
"is also an opportunity"
"Wall Street Journal" said that the United States has become commonplace on trade with China and export chips. In mid -August, the United States announced export control over four technologies such as EDA software tools. The "2022 Chip and Science Act" signed by the US President Biden HTML on March 9th stipulates that companies that have obtained federal subsidies cannot significantly increase their "advanced process" chips in China (generally considered chips below 28 nanometers). In addition, the US media disclosed at the end of July that two US chip equipment companies confirmed that Washington asked them not to supply equipment for 14 nanometer and below chip manufacturing.
Consolida Consulting Chief Analyst Gu Wenjun 1 told reporters of the Global Times that by introducing a series of restrictions, the United States intends to suppress China's development in the high -end links of science and technology. It was originally an Huawei and the Terminal part of the terminal part of the terminal part. ZTML3, which later pointed the spear head to the and SML3 made of chip manufacturing in the chip design field. Gu Wenjun said that in the short term, the United States hopes that China will "decide" and "disconnect chain" in the high -precision part of the chip. From the middle and long term, the United States hopes that itself and allies will no longer rely too much on the Chinese market and reduce the exchanges with production factors in China.
"US chip restrictions cannot stop the advancement of China's semiconductor industry." The Russian satellite news agency quoted scholars as saying that in the current semiconductor industry, including China, the 28 -nanometer process is still the most manufacturers to maintain profits and participate in advanced semiconductor advanced semiconductors advanced. The foundation of technology research and development, the most advanced chip technology is really useful, but this accounts for the low proportion of the entire semiconductor industry. As for whether the restrictions of the United States will have a long -term impact on China, it depends on the development of the latter's semiconductor industry manufacturing and design. In 10 to 20 years, the development of the industry should change some changes and new technologies may also occur.
"From another perspective, the US export ban is also an opportunity for the domestic chip industry. In the past, the domestic chip industry chain of enterprises was insufficient, but in the future, we will further increase domestic alternatives." Han Xiaomin, general manager of micro -counseling, told the Global Times reporter that domestic industrial chain companies should gradually establish a complete chip industry chain ecosystem based on the domestic market to improve industrial anti -risk capabilities, competitiveness and global influence.
