TSMC executives talk about the new regulations of American AI chip export control: controllable short-term impact on Taiwan, China, China
The United States expanded the latest export restrictions that prohibit the sale of advanced artificial intelligence (AI) chips to Chinese Mainland. In response, Hou Yongqing, senior vice general manager of TSMC's Eurasian business, said that the main control item of the United States this time is AI chips. As AI chips still account for a low proportion of Taiwan, China's semiconductor output value, the short-term impact can be controlled. However, he emphasized that long-term attention still needs to be paid to subsequent development.
It is reported that on October 17, the US government updated the export control regulations on AI chips, and planned to prevent Nvidia and other companies from exporting advanced AI chips to Chinese Mainland. A senior US official said that stricter controls would be imposed on Nvidia A800 and H800 chips. The US company produced these chips for export to Chinese Mainland after the Biden government introduced preliminary restrictions last October. These restrictions, including the latest updated rules, are intended to prevent Chinese Mainland from acquiring cutting-edge technology for military purposes.
NVIDIA issued an 8-K announcement on October 24th, stating that it has received a notice from the US government titled "Implementing Additional Export Controls: Certain Advanced Computing Projects; Supercomputers and Semiconductor Enduses; Updates and Corrections". The US government requires NVIDIA to immediately take effect this AI chip export control measure.
NVIDIA issued an 8-K announcement on October 24th, stating that it has received a notice from the US government titled "Implementing Additional Export Controls: Certain Advanced Computing Projects; Supercomputers and Semiconductor Enduses; Updates and Corrections". The US government requires NVIDIA to immediately take effect this AI chip export control measure.