Step by step!AMD and Nvidia are forcibly demanded to disconnect China's high -performance GPU chip

From the disconnection of EUV lithography machine, to the high -end process of Huawei, to the chip bill to limit the expansion of high -speed process chips, disconnect EDA software, etc., the United States blocks us in the semiconductor field. Overclocking!

Although we know that the blockade will become more and more serious, we still have not expected that the action will be so fast. According to the latest news, Midea has reunited again, asking companies such as AMD, Nvidia and other companies to prohibit us from supplying high -performance GPU chips. I have to say that the danger of this offer this time will directly affect the layout and development of our "supercourse".

The new confession is still a high -end field

This time, the high -performance GPU chip is aimed at.

On August 31, Nvidia issued an announcement, stating that as early as the 26th of the same month, it was officially notified to be prohibited from providing us and Da Mao to supply A100 chips and the H100 chips that will be launched in the future.

At the same time, according to foreign media reports, the AMD industry has been newly required to be banned from supplying MI250 chips to us. However, AMD also claims that the MI100 chip will no longer be disconnected. However, according to the information disclosed in the market, the MI100 chip has been suspended.

Due to the exposure of the disconnection, Nvidia and AMD's stock prices fell 6.56%and 3.74%at the close of the day. The incident suddenly made people unexpected.

For us, what is more concerned is what similar chips such as A100, H100, and MI250, which are broken, are similar, and what areas of chips? Where is their role and importance?

It is reported that the above chips are high -performance GPU chips and have powerful dual -accuracy computing capabilities. Among them, Nvidia's A100 chip uses a 7nm process, while H100 uses a more advanced 4nm process; AMD's MI100 uses a 7nm process, and the MI250 uses 6nm process.

All are high -end processes, high performance, and according to specific news, as long as the performance is stronger than the A100 or MI100, neither Nvidia and AMD cannot be shipped. It is foreseeable that this is not a short -term disconnection of several chips in the short term, but a long -term collective disconnection of most high -end GPU chips.

Its impact may be extremely far -reaching.

Aimed at "Super Computing"

Industry people pointed out that the US offerings this time not only suppressed the semiconductor industry in my country alone, but also limited the purpose of restricting "supercussion". Super calculation, that is, a computer with super computing power.

In the era of artificial intelligence, super computing is the cornerstone of many smart industries, such as smart cities, smart industries, Internet of Things, cloud computing and so on. Without the support of high -performance GPUs, the supercomputing power will be seriously affected, which will cause the development of artificial intelligence in my country to stagnate, thereby losing the opportunity in Sino -US competition.

For ordinary consumers, high -performance CPUs do not work, and conventional chips can meet daily game work. It is generally concentrated in major Internet companies or official data centers, providing a steady stream of superb ingenious power. For example, the super computing center in my country is supported by thousands of or even tens of thousands of processors, and the number of GPUs they need is also very exaggerated.

And companies like Ali, Tencent, China Telecom have their own data centers. In the past, when they created their own data centers, they did not import the above -mentioned chips from overseas. Similarly, when the supply requirements are issued, Nvidia and AMD also tried to appease large domestic customers for the first time.

It's just useless.

Specific impact

To put it bluntly, the enterprises listed above are just a bigger. The real goal of Lao Mei is actually my country's major super computing centers. For example, the light of Shenwei Taihu, Tianhe No. 2 and so on.

As the top two supercomputing centers in my country, it is the top five in the world year (although it fell out of the top five in 2022, it is still within the top ten). At the same time, the ranking of Fortune 500 in the world in 22022 shows that 173 units in my country will continue to occupy the world's first position. It can be said that the overall strength of my country's supercomputing has a leading world.

The importance of supercomputing in the era of artificial intelligence is self -evident, and domestic "East Digital Calcus" is also focused on the strategic layout. In fact, as early as 2015, Lao Mei has begun to start, and the four institutions related to "Tianhe II" are included in the entity list.

In 2019, the five domestic institutions in the field of supercomputing were included in the entity list. In 2021, seven were added. This time, there was no company that started to start directly from the product.

Specifically, the disconnection has a certain impact on the supercomputing center, but it has not been so serious. Taking the top two supercomputing centers in our ranking as an example, the light of Shenwei Taihu, the domestically produced Shenwei 26010 nuclear processor adopted, although Tianhe No. 2 uses the processor of the US -owned Intel, is not on the off -confession list.

This also shows that we have also had prevention and layout, trying to use domestic replacement as much as possible. But domestic Internet companies and other Nvidia are more uncomfortable with AMD. Taking Alibaba as an example, its Alibaba Cloud's domestic market is the first. Now the GPU is off -supply, which must have a great impact on its cloud business.

Fortunately, China has recognized the importance of chip autonomy. Alibaba is also trying to develop its own GPU chip, trying to get rid of Nvidia, AMD.However, there is still a big gap between domestic GPU research and development distance.We need more time and investment to get rid of the influence.

- END -