Last week's US export controls could mark start of trade war
, effectively banned both AMD and Nvidia from selling some key products to China, including Nvidia's A100 Tensor Core GPU and the upcoming H100, so perhaps means that any negative impact has already been factored in for these two vendors.
The latest US export controls put a block on the shipment to China of all chips for AI and HPC without an export licence, which will likely be very difficult to obtain, as well as blocking sales of equipment that could be used to manufacture such products. Additionally, they also put a block on equipment that could be used to make logic chips with a 16nm production process or anything more advanced, as well as DRAM at 18nm or more advanced, and NAND flash with greater than 128 layers.The American government also expanded its Unverified List, which contains companies that are barred from being allowed to import US technology, and reportedly made it easier to migrate organizations from this list to the more severe Entity List.
In effect, the US is trying to prevent Chinese companies from not only having access to the latest high-performance chips and technology, but from having the ability to manufacture comparable technology itself – at least until it can develop the native means to do so, and this could be a long, slow process.over the previous two or three years, meaning that the American government is using what it has learned in a broader attack against China's technology industry.
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