The Biden administration on Friday (7th) announced new restrictions on China’s export of chip technology, including restrictions on the export of chips used in artificial intelligence (AI) and supercomputer computing, and will also tighten the sale of semiconductor manufacturing equipment to any Chinese company. In addition, 31 Chinese companies, including Changjiang Storage, were also included in the “Unverified List”. U.S. officials have pointed out that South Korean and Taiwanese factories in China may also be affected.
After the new rules take effect, it will be harder for Chinese chip suppliers of supercomputers and some related equipment to get a nod from U.S. authorities to export. U.S. Commerce Department officials said chip suppliers should have an idea, and even applications would be rejected. The official also said that South Korean and Taiwanese chip makers, which have large factories in China, might be affected if U.S. restrictions cover all Chinese factories.
Archyde.com reported that LAM Research Corp, a major U.S. supplier of chip manufacturing equipment,LRCX-US)、應材（Applied Materials Inc）(AMAT-US) and KLA Corp (KAL-US) will also be affected by the new regulations.
In addition, the Commerce Department has added a series of restrictions on U.S. equipment that makes advanced semiconductor chips, targeting the heart of the most advanced semiconductor manufacturing equipment: storage chips and logic components.
Although American overseas companies developing business in China can prove that products produced in China are exported to other places, there is still a lot of room for the impact of the new regulations on them, but the Ministry of Commerce stated that it will comply with the new regulations and cut off new regulations. Existing device support covered by the limit.
It is worth noting that officials from the Ministry of Commerce believe that it is necessary to conduct overseas cooperation for the smooth implementation of the new regulations, saying that they are negotiating with all parties around the world on this issue, but did not disclose the progress of the negotiations, and they were unwilling to say that key countries such as the Netherlands and Japan adopted similar measures. How likely is the action.
In addition, the Ministry of Commerce also added 31 Chinese companies to its “unverified list”, including China’s largest memory manufacturer, Yangtze Memory.
The 31 companies on the unverified list are all subject to inspections regarding where their products are going, and during the process, any company that provides them with U.S. technology has to go through additional certification steps related to product use.
If these 31 companies can prove that there are no violations, they can be removed from the list, otherwise they will be included in the trade blacklist published by the U.S. Department of Commerce’s Bureau of Industry and Security, the so-called “Entity List”. That means all U.S. technology exports to these companies are subject to approval by the Commerce Department.
In response, the Semiconductor Association (SIA) said it was evaluating the impact of new U.S. export controls and would ensure compliance with those restrictions.
The move is the next step in the U.S. government’s attempt to break up Chinese companies’ ties to China’s military and security agencies, which the U.S. believes allows Beijing to upgrade its military and surveillance capabilities by acquiring advanced domestic technology.
After the news of the new U.S. sanctions came out, Liu Yupeng, a spokesman for the Chinese embassy in Washington, responded by email a few days ago, saying that the United States is trying to use its technological advantages to hinder and suppress the development of emerging markets and developing countries, thinking that the United States may hope that China and other Developing countries will always stay at the bottom of the industrial chain.
Samm Sacks, a senior fellow at Yale Law School who studies Chinese technology policy, believes that the new Washington rules might allow Beijing to impose new local sanctions on the United States or other companies that comply with the United States, while at the same time wanting those companies can stay in China.
Although the outside world believes that the US package will cross China’s red line, triggering an unprecedented reaction, Sacks still takes a wait-and-see attitude, and the development of the situation still needs to be observed.
Before the deadline, due to Super Micro (AMD-US), Samsung’s preliminary financial report data released this week showed a slowdown in future sales, with a collapsePhiladelphia SemiconductorThe index fell 4.937% to temporarily report 2,384.26 points, while Super Micro’s intraday share price fell 10.7% to $60.58 per share.
