According to Global Network , next month, Washington will continue to expand restrictions on US chip companies exporting high-end chips to China . The US government will focus on on the two fields of AI (AI) chips and chip manufacturing equipment to suppress .
There is no doubt that this will bring trouble to the development of some high-end industries in China. At present, the development of artificial intelligence technologies such as autonomous driving in my country has entered a critical stage, and high-end AI chips play an important role in the development of autonomous driving in my country.
Industry insiders said that the AI algorithm for autonomous driving needs to undergo a lot of "training" to become mature, which is inseparable from the support of AI chips. Therefore, the significance of ensuring that AI chips are independent and controllable to my country's development of autonomous driving technology is conceivable.
And the United States has precisely determined our shortcomings in chip production and manufacturing, and plans to reuse the same tricks and use technology to "bottleneck" means to make us trouble.
At the end of last month, the US government implemented a "chip restriction order" against China, requiring Nvidia and AMD, two leading American chip companies, to stop exporting high-end chips to Chinese companies.
The specific models of these high-end chips include Nvidia A100 and H100, which are the top chips in the AI field in the world today.
Regarding this matter, my Foreign Ministry spokesperson Wang Wenbin expressed his firm opposition to the United States. Wang Wenbin said that the US's ban on two American companies from exporting high-end chips to China is a typical technological hegemony.
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It is reported that the United States restricts its own chip companies from exporting to China has put American companies such as Nvidia feeling much pressure. Nvidia revealed that they will lose at least $400 million in net profit this quarter.
From the current perspective, both automobile companies and scientific research companies that develop autonomous driving technology in my country are inseparable from the AI chips of chip companies such as Nvidia. AI chips are the veritable core component of autonomous driving technology.
But luckily, according to relevant Chinese companies, the United States' restrictive measures on China's chip field have not had a direct impact on their development of autonomous driving technology for the time being.
Although the chips produced by Nvidia have been widely used in many fields among Chinese automakers, the chip models that the US government clearly restricts on China do not include the main chips required by these companies to develop autonomous driving technology for the time being.
The development of China's autonomous driving technology has temporarily escaped the fate of being stucked. However, in the long run, ensuring the independence and controllability of high-end AI chips is of great significance to the upgrading and development of artificial intelligence technologies such as autonomous driving in my country, and is a difficult problem that we must overcome.
After all, two high-end AI chips, A100 and H100, are widely used in high-performance data center servers, and they provide high-level computing power support for large-scale AI training.
. With the United States banning US companies from exporting these two high-end AI chips to China, Chinese automakers are clearly facing the risk of being suppressed by indirect technology.
You should know that has a higher-end AI chip that means higher computing power . In the future game in various artificial intelligence technology fields, whoever can have stronger computing power will be the first to occupy an advantage in this industry.
Nowadays, with the development of the new energy vehicle industry, our indicators for measuring whether a car's performance are excellent have gradually shifted from considering "horsepower" to considering "computing power".
is based on the application of AI technology in the automotive industry. Domestic automakers and scientific research institutions are training autonomous driving through cloud. In the field of new energy vehicles, the main competitors of Chinese auto companies are American auto companies represented by Tesla .
Faced with the upcoming Sino-US game in the international new energy vehicle market, we must make up for the shortcomings of the lack of high-end AI chips, which cannot be separated from the support of my country's semiconductor industry.
Objectively speaking, my country's semiconductors have the ability to compete with chip companies in other countries in technical fields such as chip design, but technical problems such as chip manufacturing are still our shortcomings and are problems that must be overcome.
, especially the United States, as the advantage of the chip industry, has long been blocking China in this field. Since the beginning of this year, the United States has mainly suppressed the Chinese chip industry.
The first point is to restrict the investment and establishment of factories in other countries' chip companies in China, and chip companies in China are not allowed to expand production scale or upgrade chip production capacity.
The second point is that the United States has begun to form small groups such as the "Chip Four-Party Alliance", hoping to create an semiconductor supply chain independent of China and exclude China from the production system.
It is undeniable that the United States’ restrictions on China in the chip industry have indeed brought dangers and difficulties to Chinese companies, but at the same time, it has also created opportunities for Chinese companies.
As it is becoming increasingly difficult for us to reach cooperation with foreign companies in the chip field, this forces us to start integrating the domestic semiconductor supply chain, and upstream and downstream companies in the Chinese chip industry have also begun to be closely linked.
, and relying on its broad and huge potential market, the Chinese chip industry has also received considerable revenue and continuous improvement feedback. We have long been determined to independently research the semiconductor industry in terms of technology and ambition to be among the world's first-class chip industry.
