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SHANGHAI: A U.S. order to ban exports of some advanced chips to China is likely to hit almost any major tech company running public clouds or advanced artificial intelligence<\/a> training modules in the country, experts said.
Chip designer Nvidia Corp<\/a> said on Wednesday that U.S. officials told it to stop exporting two top computing chips for AI work to China.
Advanced Micro Devices<\/a> also said it had received new license requirements that will stop its advanced AI chip called MI250 from being exported to China.
Shu Jueting, a Chinese Commerce Ministry spokesperson, said on Thursday that Beijing opposes the measures, saying they undermine the rights of Chinese companies and threaten to disrupt global supply chains.
The orders underscore deepening U.S.-China tensions over access to advanced chip technology.
\"We're going from blocking certain U.S. companies from supplying to a certain company, as was the case with Huawei<\/a>, to banning certain U.S. products from selling to China period,\" said Jay Goldberg, CEO of D2D Advisory, a finance and strategy consulting firm.
The worst case scenario would be Washington broadening the ban to block contract chipmakers such as Taiwan Semiconductor Manufacturing Co and Samsung<\/a> from making chips for Chinese chip designers, Jefferies' analysts said in a note.
\"We are not there yet, and the U.S. will likely evaluate the effectiveness of each incremental step before drastic action is considered,\" it said.
Market watchers say the latest ban is likely to hit a swathe of Chinese tech companies including such giants as Alibaba Group Holding Ltd, Tencent Holdings Ltd, Baidu Inc, and Huawei<\/a> Technologies Co Ltd.
Jefferies added affected companies could either rely on cloud services from Alphabet Inc's Google or Amazon.com Inc's AWS to develop AI software and export it back to China, or use multiple lower-end chips to replicate the processing power of the banned, high-end chips.
One former senior staffer at AMD<\/a> in China said that the restrictions won't stop Chinese tech companies from advancing their AI research, but will make research more expensive and less efficient in the short-term.
\"It's a resource impact. They will still work on the same projects, they will still be moving forward, it just slows them down,\" he told Reuters.
Alibaba, Tencent and Baidu did not immediately reply to Reuters' requests for comment. Huawei declined to comment.
The Nvidia<\/a> and AMD<\/a> chips targeted by Washington are used for AI and machine learning applications, particularly building training modules for tasks such as natural language processing.
These modules could be also be useful for militaries in modeling bomb simulations and designing weapons.
Goldberg at D2D said there are few Chinese companies that could offer chips to replace those of AMD and Nvidia<\/a> quickly and the restrictions would likely spur more funding for domestic chip startups to narrow its gap with U.S. firms.
China is home to a number of startups aspiring to make chips that can compete with Nvidia and AMD. Many were founded by former staffers of those companies, though few have attained meaningful scale.
Shares in Chinese AI chip makers Hygon Information Technology Co and Loongson Technology Corp surged on Thursday, rising 10% and 6%, respectively.
Last week, Biren, a company founded by alumni of Nvidia and Alibaba, unveiled a 7nm chip that experts say marks notable progress for China's chip sector.
\"There are several dozen Chinese chip companies working on all flavors of AI accelerators, and their order books are going to fill up tomorrow,\" said Goldberg.
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美国出口禁令一些中国几乎所有先进的人工智能芯片技术专业:分析师
高级微设备公司还表示,它已收到新的许可要求,将停止其先进的人工智能芯片叫做MI250被出口到中国。
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上海:美国为了禁止向中国出口一些先进的芯片可能会击中几乎任何重大科技公司运行公共云或先进人工智能培训模块,专家说。
芯片设计英伟达公司周三表示,美国官员告诉它停止向中国出口两大计算芯片为人工智能的工作。
高级微设备还表示,它已收到新的许可要求,将停止其先进的人工智能芯片叫做MI250被出口到中国。
蜀Jueting,中国商务部发言人周四表示,中国反对的措施,称他们削弱中国企业的权利和可能扰乱全球供应链。
美国订单强调深化中美紧张关系在获取先进的芯片技术。
“我们从阻止某些美国公司提供一个特定的公司,都是这样的例子华为,禁止某些美国产品销售到中国,”杰伊·戈德堡说,首席执行官D2D咨询、金融和战略咨询公司。
最坏的情况是华盛顿扩大禁令阻止合同芯片制造商,如台湾半导体制造公司和三星中国芯片设计者从芯片制造,Jefferies的分析师在一份报告中称。
“我们没有,美国可能会评估每一增量步的有效性在激烈的行动被认为是之前,”它说。
市场观察人士说,最新的禁令可能会触及的中国科技公司包括阿里巴巴集团(Alibaba Group Holding Ltd .)等巨头,百度,腾讯控股有限公司华为技术有限公司。
Jefferies添加影响企业可以依赖于字母的云服务公司的谷歌或Amazon.com Inc .的AWS开发人工智能软件和出口回中国,复制或使用多个低端芯片的处理能力的禁止,高端芯片。
一位前高级职员AMD在中国说的限制不会阻止中国科技公司推进他们的人工智能研究,但将使研究更加昂贵和低效的在短期内。
“这是一个资源的影响。他们会继续工作在相同的项目,他们仍将向前移动,它就是慢下来,”他告诉路透。
阿里巴巴,腾讯和百度没有立即回复路透社的记者请其置评的请求。华为拒绝置评。
的英伟达和AMD芯片华盛顿用于人工智能和机器学习的目标应用程序,尤其是构建培训模块为自然语言处理等任务。
这些模块也可以是用于军队炸弹在建模仿真和设计的武器。
D2D Goldberg说很少有中国企业能提供芯片取代AMD和英伟达快速的限制可能会刺激更多的资金为国内芯片企业与美国企业缩小其差距。
中国有很多创业公司渴望使芯片,可以与Nvidia和AMD竞争。很多都是由这些公司的前员工,尽管很少有达到有意义的规模。
中国人工智能芯片制造商的股票Hygon信息技术有限公司和人民网科技集团周四大涨,分别上涨10%和6%。
Biren上周,Nvidia和阿里巴巴的由校友创办的公司,推出了一个7纳米芯片,专家说,标志着中国芯片产业的显著进步。
“有几十个中国芯片公司工作在所有口味的AI加速器,和他们的订单明天要填满,”戈德堡说。
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