Midea forced the two companies to stop the top computing chip to China, China: "Science and Technology hegemonism"!

[Global Times Comprehensive Report] "The US approach is a typical 'science and technology hegemonism'." For the U.S. government requests the two American chip design companies to stop exporting top -level computing chips to China, Chinese Ministry of Foreign Affairs spokesman Wang Wenbin said on September 1, saying that "China resolutely oppose it." The stock price of Nivine Dada and AMD (Chavi Semiconduction Company) 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 spokesman of the Chinese Ministry of Commerce, Shu Jingsing, the US approach 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 action to crack down on China's technical capabilities." Domestic analysts interviewed by the Global Times reporter on the 1st said that on the one hand, we need to be alert to the United States to continue to play "combined fists" to the Chinese semiconductor industry, but from another perspective, the US export ban is also an opportunity. It can promote the further development of the domestic chip industry chain, which has insufficient interaction between upstream and downstream.

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Nvidia was hit, saying that Zhengzheng communicated with Chinese customers

According to a document submitted to the US Securities and Exchange Commission (SEC) on September 1 report on the US CNBC website, Nvidia said that the company received the U.S. government related to China (including Hong Kong) exports to China (including Hong Kong) on ​​August 26th. New license requirements for chips. 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".

The 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. It is reported that this restrictions are also applicable to Russia, but Nvidia has not sold products to Russia.

A spokesman for the 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 US 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 related to China to prevent "advanced technology fall into the hands of inappropriate people" Essence

Regarding the new measures of the United States, a spokesman for the Chinese Ministry of Foreign Affairs Wang Wenbin said on September 1 that the United States has politically, tooling, and weaponization of science and technology and economic and trade issues. Itself technology hegemony, destroying the industrial chain and supply chain that destroys the world's close cooperation, is destined to end with failure.

"The United States should immediately stop the wrong 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 Shu 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. The 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 dominance. However, Washington introduced this new regular -value chip manufacturer in a difficult period. Due to severe inflation and deteriorating economic prospects, people's consumption power is suppressed, and the demand for computers, video games and smartphones and other electronic devices has slowed.

Nvidia said in a statement that he is 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 exemptions to the US government, but "unable to guarantee" can be agreed. CNBC said that if Chinese companies decide not to purchase 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%.

The Wall Street Journal states 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 cumbersome. It is even more uncertain and prompt Chinese customers to find alternatives. " AMD believes that the new regulations will not have a significant impact on its business.

The new move in Washington 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 the fall of the US stocks and the sudden introduction of the export restrictions on artificial intelligence high -end chips in the United States, Taiwan stocks opened low on the 1st on the 1st, "re -falling" at nearly 300 points at the closing, and TSMC's stock price fell below NT $ 500 in the early days. Set up a "performance threshold" for the export of Chinese chips?

An industry managers interviewed by the Wall Street Journal said 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."

The New York Times believes that the new measures for China and Russia are the latest attempts to make progress in the fields of high -performance computers and artificial intelligence in 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 (graphic processor) products. In professional fields, 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 containing weapons or military bases, as well as filtering digital communication content for intelligence collection.

"Also an opportunity for China"

The Wall Street Journal states that the United States has become commonplace on trade between 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 on August 9 stipulates that companies that have obtained federal subsidies cannot significantly increase their production "advanced process" chips in China (it is generally considered to refer to chips below 28 nanometers). In addition, the US media disclosed at the end of July that two US chip and equipment companies confirmed that Washington asked them not to supply equipment for 14 nanometer and below chip manufacturing.

Gu Wenjun, the chief analyst of Xinmou Consulting, told the Global Times reporter on the 1st that by introducing a series of restrictions, the United States intends to suppress China's development in the high -end links of the science and technology field. The spear head points to Hisilicon and chip manufacturing SMIC in the field of chip design. Gu Wenjun said that in the short term, the United States hopes to let China "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 on the Chinese market and reduce their production factors with Chinese production.

"The US chip restrictions cannot stop the progress of China's semiconductor industry." Russian satellite news agency quoted scholars as saying that in the current semiconductor industry, including China, the 28 nanometer process technology is still the main manufacturers to maintain profits and participate in advanced semiconductor advanced technology The basis of 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 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 companies in the upstream and downstream companies of the domestic chip industry were insufficient, but in the future, we will further increase domestic replacement." Han Xiaomin, general manager of consulting, 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.

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