US: Restrict GPU exports to China!
-Chip makers see significant revenue decline-
U.S. Government:
August 31st
For Nvidia and AMD,
“Export of high-performance GPUs to China and Russia” will be restricted.
NVIDIA,
AMD,
TSMC.
Export restrictions will be imposed on the high-performance GPUs of the above three companies.
Nvidia and AMD are to be subject to
recently-announced US government restrictions on exports of high-performance GPUs to China and Russia.
Of note, the main products which currently handle computations
such as machine learning at data centers are
Nvidia’s H100 and A100
AMD’s M100 and M200.These products are all equipped with Floating Point (FP) 64 calculation function.
Given the US restrictions,
Nvidia and AMD will now need new licenses from the US government to export these products.Nvidia is saying that
the new restrictions could cut its revenue by US$400mn this quarter.Once the regulations take effect, Chinese Internet companies such as
Tencent,
Baidu,
Alibabawill be able to use only V100 of 12nm processes for high-performance computing.
If a product with this level of performance is used,
computational performance will be significantly lowered, and costs at these companies will increase significantly as they will not be able to cover the effects of a recent surge in electricity costs.
TSMC’s sub-5nm node process utilization rate dropping recently
In-house developed machine learning computational processors such as
Hanguang,
Kunlun,
Xuantie in Chinaare still considered to be technically far inferior in performance to Nvidia and AMD products.
As alternatives,
Chinese companies may use large amounts of Intel’s high-performance CPUsinstead of GPUs or use machine learning processors from startups such as Cerebras.
Meanwhile,
it is known that the utilization rate of TSMC’s sub-5nm node process,which produces processors for Nvidia and AMD, has recently started to decline.
In response,
TSMC has decided to shut down some EUV equipment (which consumes several times more power than DUV) from the end of the year in order to reduce power costs.AMD and Nvidia account for about 10% of TSMC’s sales.
Intensifying US sanctions on China
are expected to have a further negative impact going forward on TSMC’s utilization rate,
which has begun to drop as of late. The new restrictions are to dampen earnings at domestic memory makers as well.
– Businesskorea
http://www.businesskorea.co.kr/news/articleView.html?idxno=99709
États-Unis : restreignez les exportations de GPU vers la Chine !
-Les fabricants de puces mémoire voient leurs revenus chuter de manière significative-
Gouvernement des États-Unis:
31 août
Pour Nvidia et AMD,
“L’exportation de GPU hautes performances vers la Chine et la Russie” sera restreinte.
NVIDIA,
DMLA,
TSMC.
Des restrictions à l’exportation seront imposées sur les GPU hautes performances des trois sociétés ci-dessus.
USA: GPU-Exporte nach China einschränken!
-Hersteller von Speicherchips verzeichnen deutlichen Umsatzrückgang-
US Regierung:
31. August
Für Nvidia und AMD,
Der „Export von Hochleistungs-GPUs nach China und Russland“ wird eingeschränkt.
NVIDIA,
AMD,
TSMC.
Den Hochleistungs-GPUs der oben genannten drei Unternehmen werden Exportbeschränkungen auferlegt.