Chinese semiconductor industry

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siegecrossbow

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(Bloomberg) -- The Biden administration will tighten sweeping measures announced last October to restrict China’s access to advanced semiconductors and chipmaking gear, as the US seeks to prevent its geopolitical rival from developing cutting-edge tech that could give it a military edge.

The latest rules aim to refine and close loopholes from last year’s curbs, according to people familiar with the matter. The Biden administration seeks to strengthen controls on selling graphics chips for artificial intelligence applications and advanced chipmaking equipment to Chinese firms, the people said, asking not to be named because the rules aren’t yet public.

The US will also add Chinese chip design firms to a trade restriction list, requiring overseas manufacturers to gain a US license to fill orders from those companies, and impose additional checks on Chinese firms attempting to evade the export restrictions by routing shipments through other nations.

The US unveiled its original export control restrictions a year ago in an aggressive bid to curtail China’s technological development, a step it argued was necessary for national security at a time of rising geopolitical tensions. Beijing has bristled at the regulations and accelerated investments in developing its own technological capabilities.

The updated restrictions will be published early this week, people familiar with the internal deliberations said. A spokesman for the National Security Council declined to comment, as did a spokeswoman for the Commerce Department’s Bureau of Industry and Security.

The tighter rules come as China has made some progress in developing its domestic tech capabilities. Huawei Technologies Co., a Chinese telecommunications giant at the heart of US-China tensions, quietly introduced a new smartphone in August powered by an advanced, 7-nanometer processor. A teardown of the phone revealed the chip was produced by a Chinese company, demonstrating manufacturing capabilities well beyond what US export curbs had attempted to block.

That achievement cast doubt on Washington’s ability to thwart Beijing’s technological ambitions, and spurred significant political pressure for the Biden administration to slap more sanctions on Huawei and its chipmaking partner, Semiconductor Manufacturing International Corp.

The US has begun a formal investigation into the Huawei phone. Any resulting restrictions on Huawei or SMIC would be a separate process from the new export control rules.

The latest rules address several key issues of US-China tech policy, particularly the development of artificial intelligence technology and the shipment of technologies through other countries.

The new controls on graphics chips concern components called accelerators, which are used in data centers to train AI software. The Biden administration is tweaking the parameters which govern the export of those chips to China — a move that comes after Nvidia Corp., the leader in the field, developed a China-specific model to work around last year’s curbs.

The rules will continue to restrict shipments of certain chips to Chinese companies’ overseas subsidiaries and affiliates, and begin requiring a license to export prohibited technologies to countries that could be used as intermediaries.


At the same time, Washington has relented to companies’ calls for fewer blanket restrictions, as industry leaders say they need the ability to sell into the world’s largest chip market. Under the new rules, firms will be allowed to export to China all but the most powerful consumer graphics chips, which are typically used in gamer PCs, and will have to notify the US government before shipping a select few consumer chips at the cutting edge.

Nvidia and rival Advanced Micro Devices Inc. rely on their massive consumer chip sales to perfect and fund their research and development of data center technology.

The US also extended waivers for South Korea firms Samsung Electronics Co. and SK Hynix Inc., plus Taiwanese chip giant Taiwan Semiconductor Manufacturing Co., to continue shipping some restricted chipmaking technology to their facilities in China.

You can’t have your cake and eat it too.
 

tphuang

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(Bloomberg) -- The Biden administration will tighten sweeping measures announced last October to restrict China’s access to advanced semiconductors and chipmaking gear, as the US seeks to prevent its geopolitical rival from developing cutting-edge tech that could give it a military edge.

The latest rules aim to refine and close loopholes from last year’s curbs, according to people familiar with the matter. The Biden administration seeks to strengthen controls on selling graphics chips for artificial intelligence applications and advanced chipmaking equipment to Chinese firms, the people said, asking not to be named because the rules aren’t yet public.

The US will also add Chinese chip design firms to a trade restriction list, requiring overseas manufacturers to gain a US license to fill orders from those companies, and impose additional checks on Chinese firms attempting to evade the export restrictions by routing shipments through other nations.

The US unveiled its original export control restrictions a year ago in an aggressive bid to curtail China’s technological development, a step it argued was necessary for national security at a time of rising geopolitical tensions. Beijing has bristled at the regulations and accelerated investments in developing its own technological capabilities.

The updated restrictions will be published early this week, people familiar with the internal deliberations said. A spokesman for the National Security Council declined to comment, as did a spokeswoman for the Commerce Department’s Bureau of Industry and Security.

The tighter rules come as China has made some progress in developing its domestic tech capabilities. Huawei Technologies Co., a Chinese telecommunications giant at the heart of US-China tensions, quietly introduced a new smartphone in August powered by an advanced, 7-nanometer processor. A teardown of the phone revealed the chip was produced by a Chinese company, demonstrating manufacturing capabilities well beyond what US export curbs had attempted to block.

That achievement cast doubt on Washington’s ability to thwart Beijing’s technological ambitions, and spurred significant political pressure for the Biden administration to slap more sanctions on Huawei and its chipmaking partner, Semiconductor Manufacturing International Corp.

The US has begun a formal investigation into the Huawei phone. Any resulting restrictions on Huawei or SMIC would be a separate process from the new export control rules.

The latest rules address several key issues of US-China tech policy, particularly the development of artificial intelligence technology and the shipment of technologies through other countries.

The new controls on graphics chips concern components called accelerators, which are used in data centers to train AI software. The Biden administration is tweaking the parameters which govern the export of those chips to China — a move that comes after Nvidia Corp., the leader in the field, developed a China-specific model to work around last year’s curbs.

The rules will continue to restrict shipments of certain chips to Chinese companies’ overseas subsidiaries and affiliates, and begin requiring a license to export prohibited technologies to countries that could be used as intermediaries.


At the same time, Washington has relented to companies’ calls for fewer blanket restrictions, as industry leaders say they need the ability to sell into the world’s largest chip market. Under the new rules, firms will be allowed to export to China all but the most powerful consumer graphics chips, which are typically used in gamer PCs, and will have to notify the US government before shipping a select few consumer chips at the cutting edge.

Nvidia and rival Advanced Micro Devices Inc. rely on their massive consumer chip sales to perfect and fund their research and development of data center technology.

The US also extended waivers for South Korea firms Samsung Electronics Co. and SK Hynix Inc., plus Taiwanese chip giant Taiwan Semiconductor Manufacturing Co., to continue shipping some restricted chipmaking technology to their facilities in China.

This really is much ado about nothing. Until actual guideline comes out, this kind of article really provides not much of anything.

TSMC already cannot fab chips for Chinese chip design firms that exceed the guide lines set out for Nvidia.
 

pandaChen

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(Bloomberg) -- The Biden administration will tighten sweeping measures announced last October to restrict China’s access to advanced semiconductors and chipmaking gear, as the US seeks to prevent its geopolitical rival from developing cutting-edge tech that could give it a military edge.

The latest rules aim to refine and close loopholes from last year’s curbs, according to people familiar with the matter. The Biden administration seeks to strengthen controls on selling graphics chips for artificial intelligence applications and advanced chipmaking equipment to Chinese firms, the people said, asking not to be named because the rules aren’t yet public.

The US will also add Chinese chip design firms to a trade restriction list, requiring overseas manufacturers to gain a US license to fill orders from those companies, and impose additional checks on Chinese firms attempting to evade the export restrictions by routing shipments through other nations.

The US unveiled its original export control restrictions a year ago in an aggressive bid to curtail China’s technological development, a step it argued was necessary for national security at a time of rising geopolitical tensions. Beijing has bristled at the regulations and accelerated investments in developing its own technological capabilities.

The updated restrictions will be published early this week, people familiar with the internal deliberations said. A spokesman for the National Security Council declined to comment, as did a spokeswoman for the Commerce Department’s Bureau of Industry and Security.

The tighter rules come as China has made some progress in developing its domestic tech capabilities. Huawei Technologies Co., a Chinese telecommunications giant at the heart of US-China tensions, quietly introduced a new smartphone in August powered by an advanced, 7-nanometer processor. A teardown of the phone revealed the chip was produced by a Chinese company, demonstrating manufacturing capabilities well beyond what US export curbs had attempted to block.

That achievement cast doubt on Washington’s ability to thwart Beijing’s technological ambitions, and spurred significant political pressure for the Biden administration to slap more sanctions on Huawei and its chipmaking partner, Semiconductor Manufacturing International Corp.

The US has begun a formal investigation into the Huawei phone. Any resulting restrictions on Huawei or SMIC would be a separate process from the new export control rules.

The latest rules address several key issues of US-China tech policy, particularly the development of artificial intelligence technology and the shipment of technologies through other countries.

The new controls on graphics chips concern components called accelerators, which are used in data centers to train AI software. The Biden administration is tweaking the parameters which govern the export of those chips to China — a move that comes after Nvidia Corp., the leader in the field, developed a China-specific model to work around last year’s curbs.

The rules will continue to restrict shipments of certain chips to Chinese companies’ overseas subsidiaries and affiliates, and begin requiring a license to export prohibited technologies to countries that could be used as intermediaries.


At the same time, Washington has relented to companies’ calls for fewer blanket restrictions, as industry leaders say they need the ability to sell into the world’s largest chip market. Under the new rules, firms will be allowed to export to China all but the most powerful consumer graphics chips, which are typically used in gamer PCs, and will have to notify the US government before shipping a select few consumer chips at the cutting edge.

Nvidia and rival Advanced Micro Devices Inc. rely on their massive consumer chip sales to perfect and fund their research and development of data center technology.

The US also extended waivers for South Korea firms Samsung Electronics Co. and SK Hynix Inc., plus Taiwanese chip giant Taiwan Semiconductor Manufacturing Co., to continue shipping some restricted chipmaking technology to their facilities in China.
This seems could really hurt China's tech(AI) progress, "add Chinese chip design firms to a trade restriction list, requiring overseas manufacturers to gain a US license to fill orders from those companies".

I've read that "Baidu Kunlun Chip 3 to be mass-produced in early 2024 by Samsung", the new rules seem trying to block all advanced AI chips from being fabled overseas. If this is true, what would happen to GPUs/AI chip orders currently sent to TSMC or Samsung which haven't been fulfill yet?

The new rules seem also trying to curb sales of A800(70% performance), H800 or Intel Gaudi2 AI chips. Intel Gaudi2 AI chips are pretty powerful and have almost the same performance as the original ones. some websites reported that 5000 Intel Gaudi2 AI chips could build a supercomputer faster than the No.1 supercomputer Frontier!
 

Moonscape

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I've read that "Baidu Kunlun Chip 3 to be mass-produced in early 2024 by Samsung", the new rules seem trying to block all advanced AI chips from being fabled overseas. If this is true, what would happen to GPUs/AI chip orders currently sent to TSMC or Samsung which haven't been fulfill yet?

Baidu, Tencent, etc should've bought Ascend from Huawei from the beginning. Hopefully they've learned their lesson.
 

MortyandRick

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Registered Member
This seems could really hurt China's tech(AI) progress, "add Chinese chip design firms to a trade restriction list, requiring overseas manufacturers to gain a US license to fill orders from those companies".

I've read that "Baidu Kunlun Chip 3 to be mass-produced in early 2024 by Samsung", the new rules seem trying to block all advanced AI chips from being fabled overseas. If this is true, what would happen to GPUs/AI chip orders currently sent to TSMC or Samsung which haven't been fulfill yet?

The new rules seem also trying to curb sales of A800(70% performance), H800 or Intel Gaudi2 AI chips. Intel Gaudi2 AI chips are pretty powerful and have almost the same performance as the original ones. some websites reported that 5000 Intel Gaudi2 AI chips could build a supercomputer faster than the No.1 supercomputer Frontier!
Looks like the cycle of doom and gloom followed by exuberance at china winning continues at the SDF. what’s with these new members all having similar disparaging takes on how China will supposedly get defeated once more with these “big” sanctions? It’s like they all came at once. alike @tphuang said, let’s see where the chips fall then decide how it is. exaggerations and having people on Twitter saying that is “big” doesn’t mean Jack sh*t.
 

ansy1968

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Registered Member
Looks like the cycle of doom and gloom followed by exuberance at china winning continues at the SDF. what’s with these new members all having similar disparaging takes on how China will supposedly get defeated once more with these “big” sanctions? It’s like they all came at once. alike @tphuang said, let’s see where the chips fall then decide how it is. exaggerations and having people on Twitter saying that is “big” doesn’t mean Jack sh*t.
Well to be honest bro, I'm waiting for this BIG SANCTION to happen for selfish reason, It will forced the Chinese to official acknowledge the existence of SSA800 DUVi, its performance and their EUVi program and project. ;)
 
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