Source: Global Times
[Global Times Report Reporter Ni Hao] Reuters cited people familiar with the matter on the 312th that the Biden administration plans to expand restrictions on U.S. companies exporting artificial intelligence chips and chip manufacturing equipment to China next month.
Reuters exclusively reported that the U.S. Department of Commerce is planning to issue new regulations based on export restrictions issued to three U.S. chip production equipment companies earlier. According to Bloomberg, in the last two weeks of July, all U.S. chip production equipment manufacturers received letters from the U.S. Department of Commerce asking these companies not to export production equipment for chips of 14 nanometers and below to China unless they obtain permission from the department. American chip equipment suppliers Pan Lin, Kelei and applied materials company have all publicly stated that they have received relevant letters from the US Department of Commerce. Reuters also revealed that the U.S. Department of Commerce intends to include the new export license requirements issued to Nvidia and AMD last month in new restrictions, namely stopping the export of artificial intelligence computing chips to China unless the U.S. Department of Commerce licenses.
Reuters said that the letter sent by the U.S. Department of Commerce to chip companies enables it to bypass the lengthy rule-making process and quickly implement chip export-related restrictions. However, these export restrictions only apply to companies that receive relevant letters. Translating the restrictive requirements in these letters into export restrictions will expand the scope of impact, which may limit other U.S. companies that produce similar technology products, such as Intel and startups like Serebras Systems. According to another source, the new regulations of the U.S. Department of Commerce may also require licensing requirements for products shipped to China with target chips. As we know, data center servers produced by Dell , HP and Ultramicro all contain Nvidia A100 chip.
This year, the Biden administration has successively issued measures to restrict the export of advanced process chips and their production equipment to China. In an interview with the Global Times " reporter on the 312th, the US restrictive policy will interfere with China's establishment of 14-nanometer and below chip production lines, resulting in delays in Chinese companies when purchasing related chip production equipment, or even unable to buy them, which will have a realistic impact on China. However, it is precisely because of the United States' suppression that China's chip industry is also committed to establishing production capabilities based on independent scientific research technology. High-end GPUs (graphics processors) are prohibited from exporting to China, which will have a certain impact on China's artificial intelligence, high-performance computing and other aspects in the short term. However, about 20 companies in China have conducted the design and research and development of GPU . From this perspective, U.S. restrictions on exports also means that U.S. companies have handed over these markets to rapidly developing Chinese companies.
