美國：限制GPU對華出口！

美國：限制GPU對華出口！

-內存芯片製造商收入大幅下降-

美國政府：

8月31日

對於英偉達和 AMD，

“向中國和俄羅斯出口高性能GPU”將受到限制。

英偉達，
AMD,
台積電。

上述三家公司的高性能GPU將受到出口限制。

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,
Alibaba

will 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 China

are 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 CPUs

instead 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.