U.S. Deputy Secretary of Commerce Alan Estevez recently gave an exclusive interview to Nikkei Asia in Tokyo. He said that the United States has imposed strict controls on the export of advanced chip-making equipment by Chinese companies, which will make it difficult for China's domestic semiconductor industry to develop.
According to Chip Master, the United States has asked Nvidia on October 24 to immediately stop exporting most high-performance AI chips to China. This is another blow from the United States to China's chip industry.
In an interview, Alan Estevez said, "The parts of these devices are also regulated. Sooner or later, these devices will fail, and it will be difficult for Chinese fabs to find suitable repair or replacement solutions, which will affect the progress of China's chip industry."
According to the analysis of the chip master, the premise of this situation is that Chinese wafer factories cannot obtain parts from the original factory or other channels in the short term, and cannot independently develop alternative equipment in the long term.
In addition, Alan Estevez also revealed that the United States** is considering restricting Chinese users from using cloud services provided by American companies. "AI is already widely used in various fields, and what we are concerned about is....In the future, AI may control military logistics and military radars and improve electronic warfare capabilities, so we need to control its use."
Alan Estevez believes that export controls are the right way to solve some problems, but not necessarily against Chinese companies in the global market"Sell low-end chips at low prices"The best way. "There are other ways to deal with dumping, such as countervailing duty investigations," he said.
Alan Estevez directly leads the BIS (Bureau of Industry and Security of the U.S. Department of Commerce) which develops and enforces export control lists, both for commodities and for businesses. This department often issues detailed new regulations on chip control"Blacklist", which attracted people's attention. Here's a quick rundown of how this department works.
BIS is authorized to revise and enforce the ECCN codes of various items on the Commerce Control List (CCL) and to implement specific export controls through the Export Administration Regulations (EAR), which should be familiar to those involved in imports and exports.
BIS also has three lists to limit technical output, which are the Denied Person List (DPL), the Unverified List (UVL), and the Entity List (EL). The Denied Person List refers to an entity that violates export control regulations;An unverified list is an entity that is not eligible for an end-use check;The Entity List refers to entities that engage in activities that endanger the U.S. and foreign policy.
In the past few years, most of the domestic semiconductor companies have been listed as UVL and EL"sanctioned", and the UVL will eventually go into the EL if it is not removed in time.