On October 17, the United States released its attack on ChinaChipsThe final rule of the restrictions, this news has sparked widespread heated discussions and concerns. Much has been raised about the content and purpose of this rule, as it appears to have both loosened restrictions in some areas and tightened controls in others. Let's take a look at what the new rules are about, and what the U.S. might be strategically oriented.
About ChinaChipsThe final rule of restrictions, which some people describe as "small courtyards and high walls" engaged in by the Americans, is a very vivid metaphor. The so-called "small courtyard and high wall" is to narrow the scope of restrictions to high-tech fields, and at the same time strengthen control over these fields. The measures taken by the United States this time have blocked everything in the restricted areaVulnerabilities, rendering ineffective methods that could have been circumvented by other means. At the same time, more relaxed restrictions have been imposed, or even liberalized, in areas where the restrictions have been broken or where the United States considers the embargo to be of little value. This strategy brings the "smallChipschiplet" technology is limited, but also indirectly limitedChipsimport and sale.
This time the United States against ChinaChipsThe final rule of limitations, in part of the focus of the "small courtyard high wall", can be summarized in the following four aspects:
1. Let goCommunicationsSpeed limitations, focus on compute performance. This means that it was previously available for the Chinese marketNvidia A800and h800Chipswill no longer be allowed to sell. It is said that some companies have purchased a large number of these two models beforeChips, probably because they got the news. This initiative is mainly aimed at high computing powerChips, and does not distinguish between uses, whether for gaming or other areas.
2. A new measure has been added to limit the amount of "performance density" above a certain level of "performance density".Chipsimport and sale. This means that before some attempts were made through the "small."ChipsChiplet" technology will be limited in how it can get around the limitations. These measures are primarily aimed at AIChipswithData CentersChips, for these high computing powerChips, the Americans made very careful restrictions.
3. Expand the scope of export licenses to more than 40 countries to prevent advanced AIChipsTransshipment into China from other countries. It also means that the United States is forChipsThe scope of control for manufacturing equipment has been expanded. Previously, China made domestic productionLithography machineIt has always been a mystery, and the United States has not been able to determine where it is headed, but now they have blocked China directly through the export licensing systemLithography machineDevelop.
4. Proposed to 21 countriesChipsSpecial requirements for manufacturing equipment and an expansion of the list of equipment prohibited from entering these countries are aimed at restricting China's advanced sub-14 nanometersChipsmanufacturing capabilities. It was a very drastic measure, almost an attempt to pass the blockadeSemiconductorsEvery link in the industrial chain to restrict ChinaSemiconductorsDevelop. 31 related companies are also included in the export control list, which is important for ChinaSemiconductorsThe industry-wide impact is huge.
On the other hand, although the rules this time give the impression of being very strict, in fact it also has a relaxed side. The rules make it clear that the console orSmartphonesand other consumer goodsChipsNot subject to export controls, but ifChipsThe calculation speed is fast enough, and the company also needs to report to the Ministry of Commerce. This means that of these consumer goodsChipsIt can be sold freely, but it is changed to dumping. Still, the rule also exposes the high level of the United States towards ChinaTechnologyA comprehensive blow to industrial development.
To sum up, the United States has a lot to do with ChinaChipsThe ultimate rule of restrictions, whether relaxed or strict, is essentially aimed at limiting China's highTechnologyDevelop. Blocking shelters is possible through tighter controls in certain areasVulnerabilitiesThe U.S. is trying to keep consumer goods as much as possible while restricting them across the boardChipsA certain degree of flexibility. The introduction of this rule made ChinaSemiconductorsThe industry has been hit like never before, especially in the sub-14nm advanced worldChipsField. We face very serious challenges, but we should also see the opportunities and potential. We need to strengthen our ability to innovate independently and expand our own and controllable onesSemiconductorsindustrial chain, improve the research and development capabilities of core technologies to better respond to the United States to ChinaChipsChallenges posed by limiting rules.
In the current globalTechnologyUnder the competitive pattern, we can not only rely on advanced technology and equipment, but should strengthen the investment and support for independent innovation, and gradually form an international competitiveness with core competitiveness on the basis of independent and controllable. Like countless challenges throughout history, this one will also be a driving force for ChinaTechnologyWith the help of development, we have enough wisdom and strength to overcome difficulties and embark on a path that is in line with national interests. I believe that through our efforts, China'sSemiconductorsThe industry will definitely be able to reach new heights.
to ChinaChipsThe final rule of the restriction has sparked a lot of attention and speculation after its release. Some people think that the rule is relaxed, others think it is stricter. In fact, this rule can be seen as a new strategic orientation adopted by the Americans.
This rule can be vividly described as a "small courtyard with high walls". It narrows the scope of restrictions to high-tech areas, but at the same time strengthens control over them. The Americans set up a tight line of defense in the restricted territory, blocking all that was possibleVulnerabilities。But for those areas that have already broken through the limits or where lockdowns are deemed to be of little value, the rules loosen restrictions. This can be understood as the fact that in those areas that we have already mastered, the Americans changed their tactics and moved from blockade to dumping.
In the "small courtyard and high walls", the focus of the rules can be summarized in the following four aspects: First, it is canceledCommunicationsSpeed limitations, focus on compute performance. This led to someChipssales of Nvidia's A800 and H800 were restricted. Second, the rules add limits beyond a certain level of "performance density".Chipsmeasures. The target of this measure is primarily AIChipswithData CentersChips。Third, expand the scope of export licenses to more than 40 countries to prevent advanced AIChipsEntering China from other countries. In the end, the rules put forward a pair for 21 countriesChipsLicensing requirements for manufacturing equipment, and expanding the list of devices prohibited from entering these countries to limit China's sub-14nm advancedChipsmanufacturing capabilities.
However, there are also some relaxed aspects to the rules. The rules make it clear that the game console andSmartphonesand other consumer goodsChipsNot subject to export controls, but ifChipsFast enough, the company still needs to report to the Ministry of Commerce. This means consumer goodsChipsYou can sell it freely. But it also means that the United States is high on ChinaTechnologyA comprehensive blow to the industry.
In short, the United States against ChinaChipsThe essence of the final rules of restrictions, whether strict or relaxed, is to limit China's highTechnologyDevelop. Blocking shelters is possible through tighter controls in certain areasVulnerabilitiesThe U.S. is trying to keep consumer goods as much as possible while restricting them across the boardChipsA certain degree of flexibility. This rule is for ChinaSemiconductorsThe industry has brought an unprecedented impact, especially below 14nmChipsField. In the face of this severe challenge, we should strengthen our ability to innovate independently and expand our independent and controllable capabilitiesSemiconductorsindustrial chain, improve the research and development capabilities of core technologies to better respond to the United States to ChinaChipsChallenges posed by limiting rules.
In the current globalTechnologyUnder the competitive landscape, we can not only rely on advanced technology and equipment, but should strengthen the investment and support for independent innovation, and gradually form an international competitiveness with core competitiveness on the basis of independent and controllable. This challenge will also be a driving force for ChinaTechnologyWith the help of development, we have enough wisdom and strength to overcome difficulties and embark on a path that is in line with national interests. I believe that through our efforts, ChinaSemiconductorsThe industry will definitely be able to reach new heights.