US Semiconductor Isolation Acceleration… Control AI chips

The US government's offensive to defeat China's semiconductor rolling is adding intensity. This time, the situation that began to control high-performance chips used in the artificial intelligence (AI) field was revealed.

According to the Wall Street Journal and Protocol, US semiconductor company NVIDIA has been informed that it should be newly approved when exporting a high-performance server graphics processing device (GPU) to China and Russia.

When exporting performance products for certain standards, the company's permission to receive permission for the Ministry of Commerce is a changed goal. This measure is strictly limited to export high-performance semiconductors for artificial intelligence (AI) to the Chinese market.

In addition to NVIDIA, AMD has been informed of the limitation of exports of semiconductors for AI.

■ Semiconductor design software has already been banned from export

NVIDIA said that the A100 chip, which was launched two years ago, is expected to be exported to China. The H100 chip this year was also included in the regulation.

AMD also included the AI chip MI200 in export regulations, foreign media said.

The US government's actions are believed to have been part of the strategy of isolating China in the world's semiconductor ecosystem.

The United States has recently focused on fostering the semiconductor industry by implementing the semiconductor industry support law, which aims to subsidize $ 52 billion.

At the same time, he is also focusing on China's checks that have been scared by declaring semiconductor.

The United States has banned China's investment for 10 years for companies that have subsidized companies under the Semiconductor Industry Support Act.

The Commerce Department also issued an export control order for the high-tech semiconductor design software that the US Department of Commerce needed when creating the next-generation processor.

This measure was virtually banned from the export of chip design software used to produce semiconductors using the next-generation technology, GAA (Gate All Around).

Electronic design automation (EDA) software companies such as Cadence, Synopsis and Siemens are directly affected.

■ AI chip is prohibited from exporting more than a certain performance… It seems to be larger than a specific corporate transaction

The US government, which has strengthened its offensive against China, is found to have actually applied a comprehensive export regulation order in the AI semiconductor sector, and there are not many waves on the market.

In the meantime, China's exports to China have focused mainly on certain companies. For example, it was included to include Chinese companies Huawei in the prohibition of the company.

However, the Wall Street Journal analyzed that export regulations applied to NVIDIA and AMD are expected to be much larger, with a comprehensive application to products beyond certain performance.

The export regulation is expected to affect the semiconductor market.

According to the Wall Street Journal, NVIDIA argued that as the permit procedure is applied, our exports are not only annoying but also uncertain, according to the Wall Street Journal.

NVIDIA also emphasized, It is likely that Chinese customers will be able to find alternatives in Chinese semiconductor companies, Europe and Israel.