The US Department of Commerce gave in the middle of this May A very important step forward in His offensive against Huawei’s business outside China. During the last weeks this Chinese company has presented two chips for artificial intelligence (AI), the Ascend 910d and the Ascend 920with which he seeks to occupy the holes in the Chinese market that will presumably leave Nvidia as a result of the latest sanctions to China deployed by the US.
The American company led by Jensen Huang can no longer deliver to its Chinese clients Your H20 GPUand, precisely, Huawei aspires to get that market portion with its new chip ascend 920. The other GPU, the Ascend 910D chip, presumably delivers a performance comparable to that of the GPU NVIDIA H100so it aspires to consolidate as a solid alternative to the latter. The US cannot control the presence of Huawei in China, but has taken a very important step forward to cut off its presence outside its country of origin.
The US is determined to prevent the sale of chips for Chinese outside China
Frequently some readers ask us why the US has the power to prevent Asml, which is a company of the Netherlands, to sell its most advanced lithography teams to its Chinese clients. This right lies on a fundamental principle: the most advanced machines produced by ASML, such as its equipment of extreme ultraviolet photolithography (UVE) or deep ultraviolet (UVP) use US technologies. One of the most important is the innovation that allows these machines to generate ultraviolet radiation with adequate wavelength.
If the US applies this regulation, China will activate its anti -senses law
This is in essence the same principle that the US Department of Commerce has appealed to approve a resolution by which no country on the planet can buy the GPUs for the Ascend de Huawei. According to this American institution this Chinese company has produced these chips illegally using US technologiesso its export outside the borders of the country governed by Xi Jinping violates the export controls of the Department of Commerce.
However, this is not all. And it is that last week the US government announced that this prohibition has acquired a global character, so it is no longer limited to the GPUs for Ia that produces Huawei, but affects all chips for the developed by Chinese companies. As expected, the Beijing Government He has taken it as an aggression. And has responded to the US with less moderation than on other occasions. His first measure has consisted of announcing that if the US applies this regulation, China will activate its anti -senses law.
According to Xin QiangProfessor of the Institute of International Studies of the Fudan University, in Shanghai, “China’s countermeasures against this new chips restriction will impact US technology companies with large businesses in China (…) These technology companies They have a great influence in Washington“There is no doubt that the administration led by Xi Jinping has the ability to respond to its American counterpart. In fact, Qiang holds that “Beijing is essentially following US movements: you scales, I scall; you reduce, I reduce.” And we cannot ignore that China still has a margin to press the US and its allies hardening its export controls of critical minerals.
Image | Moore Threads
More information | SCMP
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