Washington restricts Chinese chip to restrict anti -baling US companies

The United States is a series of siege policies for Chinese chip technology, and is anti -baying American local chip companies. According to Bloomberg, the Bayeng government plans to implement a wider range of chip technology restrictions on China, which may set more conditions for enterprises that export artificial intelligence chips and chip manufacturing equipment exporting to China, which puts pressure on American chip companies.

Bloomberg reported earlier that as early as in late July, the US Department of Commerce sent letters to all chip production equipment manufacturers in the United States, requiring them to obtain relevant permission before they could export production equipment of 14 nanometer and below chips to China. Equipment suppliers, Fanlin, Kelei, and Application Materials Company, have publicly stated that they have received relevant letters from the US Department of Commerce.

According to Reuters, the US Department of Commerce plans to introduce new regulations based on the export restrictions issued by the three American chip production equipment companies earlier, and intends to compile the export permits issued to Nvidia and AMD into new regulations before That is to obtain a license to export artificial intelligence chips to China. The New York Times reported that in recent years, the U.S. Department of Commerce has expanded restrictions on providing certain American technology on the grounds of "avoiding civilian changes in the army". Although enterprises can apply for a license to sell limited products to specific customers, most applications have been rejected.

The restrictions on export chips to China layer by layer make American chip companies "hurt". Bloomberg reported that before, Nvidia and other American chip companies only expressed concerns about the continuous upgraded situation. Now, the "highest market value of semiconductor manufacturers in the United States" said The company lost 400 million US dollars this quarter. According to the company's financial report, its total revenue of the previous fiscal year was US $ 26.91 billion, and its revenue in Mainland China and Hong Kong was US $ 7.11 billion, accounting for 26.4%. On September 1, local time, affected by the restrictions on exports to China, Nvidia's stock price once fell 12%, and finally closed down 7.67%, and the market value evaporated at $ 28.8 billion. AMD also fell by about 3%on the day.

At present, China has become one of the most important markets for global chip companies. If the United States continues to expand export restrictions, American chip companies may lose heavy losses. This month, Chen Fuyang, CEO of Broadcom, said that about 13%of the company's chip income is related to China. Intel's previous data showed that in 2021, Intel revenue was $ 74.7 billion, the Chinese market contributed about $ 20 billion, and its market share accounted for nearly 30%. According to data from International Data Company (IDC), in 2021, the global chip transaction volume was US $ 582 billion, the Chinese market was about US $ 212 billion, and the American region was about 108 billion U.S. dollars, only about half of China. According to Boston Consulting (BCG) forecast, if the United States continues to increase the restrictions on the export of Chinese chips, American chip companies will lose 18%of global market share and 37%income and reduce 15,000 to 40,000 high -skilled job positions Essence

Bloomberg said that in the past, American companies believed that Chinese companies did not respect their intellectual property rights, so they supported Washington to take action on Beijing. However, because more stringent restrictions involved in the amount of regulations have reached hundreds of billions of dollars, American chip companies are re -reinstalizing US chip companies Consider their enthusiasm for intervention in the White House. ▲

Reporter Pan Xiaotong

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