The US government orders NVIDIA and AMD to ``restrict export of AI chips to China''
In recent years, the United States has tightened export restrictions to China, deepening the conflict between the two countries, the world's No. 1 and No. 2 economic powers. The US government has now notified domestic semiconductor companies that it has introduced new licensing requirements for the export of high-performance semiconductors needed for AI-related applications. In response, NVIDIA, a major semiconductor manufacturer, said that new export restrictions may delay the development of AI chips and reduce sales.
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Nvidia, AMD warned of new US export restrictions on AI chips - Protocol
https://www.protocol.com/bulletins/nvidia-amd-ai-chips
US Export Rules May Cost Nvidia $400 Million, Prevent Completion of H100 Development | Tom's Hardware
https://www.tomshardware.com/news/us-export-rules-may-cost-nvidia-400-million-prevent-h100-development
NVIDIA announced on August 31, 2022 that the U.S. government has imposed new license requirements for exporting the A100 and soon-to-be-released H100 chips for advanced AI development and data centers to China and Russia. was reported to have been imposed. This licensing requirement will take effect immediately, and other systems incorporating the A100 or H100 will also be subject to export controls.
License requirements are not limited to specific products such as the A100 or H100, but to chips whose peak performance and I/O performance exceed certain thresholds. In addition to the products and systems themselves, licenses were also required when exporting technology related to the development of these products.
In a statement, NVIDIA said, 'The U.S. government addresses the risk that covered products will be used or diverted for 'military end uses' or 'military end users' in China and Russia with the new licensing requirements. I explained that it was a thing,' he said. Overseas media Protocol has confirmed that AMD, a semiconductor development company, has also received a notice from the US government, pointing out that A100's competing product ` ` MI200 '' may be affected.
by Will Clayton
NVIDIA reports that this regulation may affect the H100's development plans and A100's ability to support users. In some cases, it may be necessary to move certain businesses out of China, ``We are working with the US government to exempt internal development and support activities from regulation,'' he said. I'm here. In its outlook for the third quarter of 2022, announced on August 24, NVIDIA expected potential sales in China to be around $400 million (approximately 55 billion yen), so the regulation will hurt NVIDIA's performance. It is said that there is a possibility of giving
NVIDIA plans to meet demand by selling alternative products to Chinese customers that do not conflict with the new regulations, but of course alternative products such as the A30 have lower performance than the A100 and H100, so the A100 is unavoidable. or H100, you must request a license. However, there is no guarantee that the US government will issue a license, and it is unclear if it will be issued immediately.
In a statement to the Protocol, the U.S. Department of Commerce said, 'While we are not in a position to outline specific policy changes at this time, we believe that in order to protect the national security and foreign policy interests of the United States, we will continue to develop new technologies, end-uses, and end-users. In this regard, we are taking a comprehensive approach to implementing necessary additional measures, including military- civilian fusion programs to enable China's military modernization efforts, human rights abuses, and other malicious activities. It also includes blocking the acquisition and use of American technology.'
In addition, since AMD sells far fewer AI chips to China than its competitors, it is unlikely that this regulation will have a significant impact on earnings.
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