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Reuters quoted people familiar with the matter as saying on the 12th that the Biden administration plans to expand restrictions on American companies exporting artificial intelligence chips and chip manufacturing equipment to China next month.

　　Reuters exclusively reported that the U.S. Commerce Department is looking to issue new rules based on export restrictions imposed earlier on three U.S. chip-making equipment companies. According to Bloomberg, in the last two weeks or so of July, all U.S. chip production equipment makers received letters from the U.S. Department of Commerce asking them not to export production equipment for 14-nanometer and below chips to China unless they obtained the approval from the U.S. Department of Commerce. license. U.S. chip equipment suppliers Fanlin, Kelei and Applied Materials have publicly stated that they have received relevant letters from the U.S. Department of Commerce. Reuters also revealed that the U.S. Department of Commerce intends to incorporate new export licensing requirements issued to Nvidia and AMD last month into new restrictions, that is, to stop exports of artificial intelligence computing chips to China unless the U.S. Department of Commerce permits.

Nvidia chips. Data map

　　Reuters said the letter from the U.S. Commerce Department to chip companies allowed it to bypass a lengthy rulemaking process and quickly enforce chip export-related restrictions. However, these export restrictions only apply to companies that receive the relevant letter. Translating the restrictions in the letters into export restrictions would expand the reach and potentially limit other U.S. companies that make similar technology products, such as Intel and start-ups like Cerebras Systems. The Commerce Department's new rules could also impose licensing requirements on products shipped to China containing the targeted chips, according to one of the sources. As far as we know, Dell, HP, and Supermicro all make data center servers that contain the Nvidia A100 chip.

　　The Biden administration has successively issued measures this year restricting the export of advanced process chips and their production equipment to China. Xiang Ligang, a senior observer in the communications industry, said in an interview with a reporter from the Global Times on the 12th that in the short term, the U.S. restrictive policy will interfere with China's establishment of chip production lines of 14 nanometers and below, causing delays in the purchase of related chip production equipment by Chinese companies. , and even cannot be bought, which will have a real impact on China. However, it is precisely because of the suppression of the United States that the Chinese chip industry is also committed to establishing production capacity based on independent scientific research technology. High-end GPUs (graphics processing units) are prohibited from being exported to China, which will have a certain impact on China's artificial intelligence and high-performance computing in the short term. However, there are currently about 20 companies in China that are engaged in GPU design and research and development. From this perspective, U.S. restrictions on exports also mean that U.S. companies cede these markets to fast-growing Chinese companies.