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United States China Government Hardware

US To Reportedly Sanction 200 More Chinese Chip Firms (tomshardware.com) 31

The U.S. is preparing to impose new sanctions targeting 200 Chinese chipmakers and potentially restricting the export of High Bandwidth Memory (HBM). The move is intended to further hinder China's semiconductor and AI advancements. Tom's Hardware reports: The update sheds light on the Biden administration's recent efforts to impose stricter regulations on chip manufacturers in China. The latest swarm of sanctions reportedly targets roughly 200 Chinese firms. US companies are prohibited from exporting select technologies or products to the targeted firms. The report suggests that the US Department of Commerce aims to push these new regulations before the Thanksgiving break - or November 28. Neither the Department of Commerce nor the Chamber of Commerce responded to Reuters' request for comments.

Moreover, another wave of sanctions is set to follow in December - targeting the export of HBM (High Bandwidth Memory) - primarily to choke China's advance in the AI domain. The impacts of these restrictions are materializing given that Huawei's Kirin SoCs and Ascend AI accelerators will reportedly remain stuck at 7nm technology until 2026 as SMIC fails to procure cutting-edge Extreme Ultraviolet (EUV) machines from ASML.

US To Reportedly Sanction 200 More Chinese Chip Firms

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  • by gweihir ( 88907 ) on Tuesday November 26, 2024 @05:22AM (#64972993)

    ProTip: Protectionism only works if the other side cannot step up. The Chinese can. Unfortunately. Hence this move is as stupid as they come.

    • ProTip: Protectionism only works if the other side cannot step up. The Chinese can. Unfortunately.

      To an extent, but so far no one but ASML have cracked EUV lithography. Intel have pushed DUV further than anyone, working well at about 10nm, but that's probably as far as it'll go. The only alternative is Canon's NIL, which has just launched after 20 years in development but is as yet unproven.

      China is very good at electronics manufacturing, and competing is very hard because the deep, complex supply chains, e

      • by gweihir ( 88907 )

        China does not need to replicate what ASML can do to be able to compete.

        • China does not need to replicate what ASML can do to be able to compete.

          If the Chinese want to compete with anybody that makes 7 nm, 5 nm and 3 nm nodes they are going to have to replicate what ASML does with their EUV lithography machines lithography or independently develop a functional equivalent if they can't buy EUV machines from ASML. As things stand Beijing seems really pissed over the Netherlands ordering ASML to cease maintaining even the older DUV machines they already sold to China so I expect there is quite a lot of fire where that smoke comes from [asiafinancial.com]. Not that I'm hol

          • by gweihir ( 88907 )

            China wants to compete. Soundbits like "7nm, 5nm and 3nm" are irrelevant. With the current pathetic state of software, they can probably do better in most cases if they just focus on the software side. They will certainly be able to do good enough.

            • China wants to compete. Soundbits like "7nm, 5nm and 3nm" are irrelevant. With the current pathetic state of software, they can probably do better in most cases if they just focus on the software side.

              What evidence is there of that? Last I heard their forks of Linux have all been shitty, and every piece of software I have ever got from China (they often come with shitty little pieces of hardware like micro-keyboards) has been absolute trash even if you put language issues aside.

            • So far they haven't. Rather the contrary.

        • Compete where? The issue is what are you trying to achieve. Are you trying to prevent China from having the capability to build advanced weapons or mobile infrastructure? Then you're absolutely right.

          Are you trying to prevent China from competing with Intel or NVIDIA, then you're absolutely wrong. Some industries rely heavily on cutting edge silicon manufacture. Most industries don't. You can't lump the entire country together in the one phrase "able to compete".

        • China does not need to replicate what ASML can do to be able to compete.

          To compete how? They can solve the computation problem for their research clusters by throwing literally twice as much hardware at it, but they can't solve the problem that their chips are slower than ours so nobody will want to buy them. Who are they going to sell to, Russia? Nobody else is desperate enough to buy old technology. And Russia is having cash flow problems...

      • by AmiMoJo ( 196126 )

        It's a hell of a gamble to assume that China won't develop competitive technology.

        The have in telecoms, radio, batteries, vehicles, self driving, aircraft, weapons, and are getting close on rocketry. In fact their space programme has done some firsts and NASA is now rushing to get anything at all back from Mars because it looks like China will be first to do that as well.

        Oh yeah and Wukong was a AAA game, pretty well received, so now all the western game devs and panicking. Actually Chinese GPUs are coming

        • by gweihir ( 88907 )

          "Gamble"? I would call it "utterly stupid". Because, first, they do not actually have to develop the same tech. They just have to develop something that works as well or even only is "good enough". With the current bloat and inefficiency in software, they probably can make better products with worse base-tech if they simply focus on that. Remember that currently 10 year old CPUs still run most things just fine and that is the 10...14nm generation.

        • The have in telecoms, radio, batteries, vehicles,

          Yes.

          self driving,

          Debatable. As in they are looking to be competitive in an area of self driving that I think is fundamentally flawed and won't succeed.

          aircraft,

          Kinda, but only kinda. The Comac 919 is a big step forward, but it's still a bit behind, 10% or so in fuel burn compared to the A320 Neo. There are only so many gains to be had, they will catch up eventually. It does of course rely on LEAP turbofans for that as well, so it has state of the art western

        • They haven't really though. Yes, in telecoms, audio and radio, where fairly low tech electronics are used, but they're not doing great on the cutting edge. Never have, and they have problems doing so in large part due to a culture and society which rewards shortcuts and cheating, and at the same time punishes successful entrepreneurs.

          In GPU's, games, software and the like, they are not coming along at all. Yes, there is Wukong (which uses UE5, but rather badly), and some gachas, but not much else. Again, th

  • by Archtech ( 159117 ) on Tuesday November 26, 2024 @06:46AM (#64973061)

    All these sanctions and tariffs come oddly from people who are always expatiating about the marvels of free market capitalism and free trade.

    • by gtall ( 79522 )

      They do not come from the free traders, very few of which support el Bunko. They do, however, come from the rich folk who do support him knowing full well how they will profit from a captive pop.

    • All these sanctions and tariffs come oddly from people who are always expatiating about the marvels of free market capitalism and free trade.

      ... and who can't shut up about how they 'thrive on competition'. Well boys, here's some Grade-A competition, now stop whining and THRIVE!!

  • As long as our country is losing phenomenal amounts of money to this incredible boondoggle, why are we encouraging them to avoid sharing our pain?

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