In the new wave of chip export restrictions by the US government, in addition to the obvious impact on NVIDIA, AMD and Intel have also been affected to a certain extent.
According to the documents AMD submitted to the U.S. Securities and Exchange Commission earlier顯示If the export license is not obtained successfully in the future, the company will have to bear approximately US$8 million in expenses such as inventory and procurement commitments. The product directly affected is the Instinct MI308 accelerator designed for data centers.
However, compared to NVIDIA's production accelerators, which have greater market demand, and may face a cost loss of up to $55 billion in this wave of export restrictions, AMD's current recognized loss amount is obviously less affected.Also affected is processor company IntelSince the actual market demand for its Gaudi accelerator is relatively low, the actual impact is relatively small.
The US government is currently tightening export restrictions, mainly targeting China and countries and regions that China may use as springboards to import high-computing-power chips. For example, NVIDIA's special edition H20 accelerator, which was originally allowed to be purchased by businesses in China, will not be sold to China under the new restrictions. Even Hong Kong, Macau, and countries and regions included in the D:5 arms embargo list cannot purchase this product.
However, TSMC emphasized in its earlier statementNot affected by this restrictionAt the same time, it is expected to maintain a 20% growth rate this year. It also shows that it maintains a good cooperative relationship with existing customers, that is, the current cooperative OEM service customers have not reduced the order volume.
As for the current tightening of export restrictions on high-computing-power chips produced by domestic businesses in the United States, it is mainly to prevent China from using such chips to create artificial intelligence technology that can assist the security and economic development of the United States. Therefore, raising export restrictions to prevent China, or allowing China to import high-computing-power chips through specific countries and regions.
