The U.S. Department of Commerce updated its export control regulations. On Wednesday, websites such as Taobao and JD.com urgently removed controlled graphics cards from the shelves. Among them, the price of the RTX 4090 graphics card was doubled, but it was still available at a low price. In addition, 13 Chinese technology companies have been included in the "entity list" subject to sanctions by the United States.
Affected by the new round of U.S. control measures, the sale of some U.S. technology products in China has been banned. According to IT House news, on the afternoon of the 18th, the American manufacturer Nvidia’s top flagship graphics card RTX 4090 began to be completely removed from the shelves. It is currently completely out of stock. Searching for RTX 4090 only shows other models of graphics cards such as RTX 4070. In addition, NVIDIA partners such as ASUS and Colorful have also removed non-public graphics cards of this model from their shelves.
Mr. Hu, a gamer in Hebei, said in an interview with Radio Free Asia on Thursday that many high-end civilian chips in the United States can be used for military purposes, such as drones, face recognition or biometrics: "Generally, we have high-end products. Use RTX 4090 for playing games or making graphics or 3D models. It is mainly used for information processing because the GPU (image processing speed) is relatively high and the processing power is very powerful. It is generally used in surveillance and face recognition systems. It is needed, but this limitation has impacted the average user."
Our reporter searched for the RTX4090 chip on Taobao shopping website on Thursday and found that the unit price soared from the ex-factory price of 12,999 yuan to 39,994 yuan. The reporter then inquired with the seller and was told that it was out of stock on the entire website.
Many Chinese manufacturers are stocking up on goods ahead of time
According to the Financial Associated Press, the US government has updated export control regulations, and the export of chips including H800 to China will be affected. In response, many domestic manufacturers said tonight that they had received the news in advance, and many of them had stocked up in advance. Manufacturers such as Tencent and Baidu also stated that they currently have "ample stockpiles." The industry believes that this round of sales ban means that the United States is trying to further curb the development of China's computing power, and it also restricts the development of the model side. Therefore, domestic GPU manufacturers must accelerate their development.
Lin Xiumin, an adjunct lecturer at Soochow University in Taiwan, said in an interview with this station. This wave of U.S. restrictive measures has a greater impact on China: "Last year, the U.S. export control restricted the export of A100 and H100. Last year, the U.S. stipulated the speed of chip output, not the computing power. Therefore, manufacturers launched H800 and A800 in line with the U.S. The standard was more precise this time, and he directly stipulated that the unit should be internal calculations."
According to a report from the U.S. Securities and Exchange Commission, the advanced computing processing chips newly included in the control include Huida A800 and H800. The new ban will take effect within 30 days. In addition to China, countries affected by the ban include Saudi Arabia and dozens of other countries.
U.S. sanctions fail to pull the trigger
Yang Ruilin, research director of the Taiwan Industrial Technology Research Institute, said in an interview with this station that the U.S.'s increase in chip export restrictions this time is just to make up for the situation, and the actual effect is limited: "Because China has stocked up a lot of goods in the past year, if this time it only targets AI chips, for A100 and H800, have been lowered all the way. Basically, they have not reached 7 inches, and they have not really pulled the trigger."
According to a report on the Beijing Business Daily website on Thursday, in October last year, the United States implemented bandwidth rate restrictions on AI chips exported to China, involving Nvidia A100 and H100 chips. Since then, Nvidia has provided alternative versions of the A800 and H800 to Chinese companies. A Chinese computer manufacturer disclosed details that the H800 server is identical in all aspects to the H100 chip sold elsewhere in the world, except that the transfer rate is reduced to 400GB per second.
Moore Thread and other 13 companies were sanctioned by the United States
According to the latest U.S. rules, the United States has also included 13 CPU companies such as Biren Technology, Moore Threads, and Super Combustion Semiconductor in the "Entity List." On October 18, a number of companies involved responded to a Securities Daily reporter that they were accelerating communication with industry chain companies to assess potential impacts. At present, many semiconductor giants such as Dutch ASML and NVIDIA have confirmed that the US government has officially announced updated rules for advanced computing and semiconductor manufacturing equipment, increasing export restrictions on advanced chip manufacturing technology.
Relevant people from Beijing Moore Thread told a reporter from Securities Daily, "Moore Thread is still just a start-up company. I didn't expect it to be included in the list this time. This shows its wide impact and it is urgent to accelerate the localization of chips. In the short term, it will affect the company's business The impact is not significant, and we are actively communicating and assessing the potential impact."
A mid-level person from Nvidia China said that due to the long chip industry chain, the company is currently actively communicating with upstream and downstream partners to prepare response measures. The orders that have been reached will be delivered as scheduled, and the short-term impact on performance will be limited.
AIT Chairman Rosenberg: U.S. security commitment to Taiwan will not be affected by Israel-Kazakhstan incident
The conflict between Israel and Kazakhstan has once again attracted attention on the security of the Taiwan Strait. Central News Agency reported that Laura Rosenberger, chairman of the American Institute in Taiwan (AIT) who is visiting Taiwan, said on the 19th that one of the focuses of her visit to Taiwan is to reaffirm the United States' commitment to Taiwan's security. When asked whether the situation in Israel would affect U.S.-Taiwan arms sales, she emphasized that the U.S. partnership with Taiwan has long-term and lasting interests and will not be affected anywhere in the world.
Rosenberg bluntly said, "In Washington, focusing on U.S. support for Taiwan can be said to be the top priority of the Biden administration." The Biden administration will continue to work hard to deepen and expand the U.S.-Taiwan partnership, which is also a priority for the U.S. A top priority for Congress, with bipartisan support.
Rosenberg visited Taiwan from the 15th to the 19th. This was her third visit to Taiwan since taking office in March this year. She held a roundtable discussion with the media at AIT on the 19th.
Asked about the impact of the recent escalation of the conflict between Israel and Kazakhstan on U.S.-Taiwan arms sales, Rosenberg said that she would like to reiterate that the United States’ support for Taiwan is rock-solid, based on basic principles, and has cross-party consensus. “The United States will work with Taiwan to Friends stand together and will continue to do so."
Rosenberg pointed out that the US-Taiwan partnership and peace and stability across the Taiwan Strait are long- lasting , and these interests will not be affected by events in other parts of the world. The United States will continue its commitment to support Taiwan's self-defense capabilities, including providing Taiwan with supplies and services necessary for defense in accordance with the Taiwan Relations Act .
Rosenberg said that Taiwan faces many challenges and Beijing has been exerting pressure and coercion in the Taiwan Strait. However, many incredible opportunities have also emerged between the United States and Taiwan to expand relations between the two sides. "Therefore, it is crucial for the United States to prioritize Taiwan." ".
Rosenberg also said that during her trip, she met with President Tsai Ing-wen, civil society, business and academia. In all her activities, she reiterated the United States' security commitment to Taiwan. "The United States will stand with its friends and will continue to do so." Do".
Rosenberg gave examples of the U.S. passing a $50 billion arms sales package to Taiwan, U.S. President Biden providing $345 million in military aid to Taiwan through the "presidential withdrawal authority," and the U.S. providing military education and training assistance to Taiwan. ; At the same time, the United States also affirms Taiwan's recent defense reform measures, which have greatly enhanced Taiwan's self-defense capabilities.
She said that the United States has also recently announced a "Foreign Military Financing (FMF)" plan. Through these authorized allocations, the United States can provide Taiwan with more military assistance, and it uses a new and unprecedented model to allow Taiwan to The United States continues to provide rock-solid support to Taiwan.