According to foreign media reports, in order to circumvent the new export control regulations of the United States, AMD has low-key prepared a special version of China's AI chip with reduced performance to achieve Chinese users, but what I didn't expect was that it was still beaten back by the United States and could not obtain permission from the Bureau of Industry and Security of the U.S. Department of Commerce.
Nvidia and AMD, as the two major chip industry giants in the United States, are very optimistic about the Chinese market, but unfortunately since the United States** imposed import controls on AI chips on China in 2022, it has been cold in the Chinese market, especially after the latest sales restriction policy was introduced by the United States in October 2023, Nvidia's business in China has shrunk by more than 70%. This time, AMD wants to launch a special "castrated" version of the MI300 series in the Chinese market, but it is still opposed by the US Department of Commerce, which believes that the performance of this MI309 chip is still too powerful and exceeds the limits. Although, it is not clear about the specific specifications and performance level of MI309, but according to the restrictions of the United States, it can be known that the total processing performance of the exported chip shall not exceed 4800, and the floating point performance of FP8 must be less than 600TFLOPS.
At this time, AMD, which was originally weaker than NVIDIA, may be hit hard, and AMD's sales in the Chinese market in fiscal 2023 will be 341.7 billion yuan, accounting for 151%, slightly lower than Intel and Nvidia. Some netizens said, "If the United States doesn't let exports to China, can't it be transferred to other countries and regions and then sold to the Chinese market? "In fact, the large-scale procurement of large enterprises is very conspicuous, not to mention the technical means to lock it up. However, some netizens believe that instead of waiting for "supply cuts", it is better to wait for the Chinese market's own ecosystem to mature and compete for the chip market.