The U.S. government also refused to allow the export of AI semiconductors manufactured by AMD for China with reduced performance
🟦 U.S. government refuses to sell AMD AI semiconductors to China?
It became clear that the US government did not allow the export of AI semiconductors manufactured by AMD for China with reduced performance. Nvidia is also subject to similar regulations, making it difficult for Chinese companies to procure AI semiconductors.
The U.S. government imposed restrictions on the export of AI semiconductors to China in the fall of 2022 and tightened the regulations in October 2023. Nvidia supplied the A800 and H800 to the Chinese market, which are lower than the previous A100 and H100, but they are also prohibited.
🟦 Following Nvidia, the AI development race is overshadowed
The U.S. government aims to prevent military diversion by restricting the export of high-performance AI semiconductors to China. AMD tried to avoid regulation by developing an AI semiconductor “MI309” that lowered the performance of the new GPU accelerator “MI300 series” for data centers, but the US government did not admit it.
AMD has been introducing new AI semiconductors to catch up with Nvidia, but this regulation will hit hard.
🟦Summary
It was revealed that the U.S. government did not allow the export of AI semiconductors manufactured by AMD for China with reduced performance. Following Nvidia, it will be a major blow to the AI development competition of Chinese companies.
In the future, the development of alternatives by Chinese companies such as Huawei may accelerate.
