On Monday, local time, the Biden administration issued the latest semiconductor export controls to China, adding 136 Chinese entities to the “physical list” and increasing restrictions on the export of 24 semiconductor manufacturing equipment, three software tools and HBM chips.
, the picture is from the Internet.
The U.S. Department of Commerce’s Bureau of Industry and Security (BIS) has amended the new Export Administration regulations (EAR) to add 136 Chinese-related entities to the “entity list”.
Most of these entities are related to semiconductor manufacturing equipment, including North Huachuang, Tuojing Technology, Kaishitong, Shengmei Semiconductor, Zhongke Flying Test, Huahai Qingke, Huaxin Yuanwei, etc.
It covers most areas of semiconductor equipment, such as glue development, etching, film deposition, cleaning, degumming, ion implantation, CMP, packaging, testing and so on.
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, the picture is from the Internet, these entities also include semiconductor materials companies such as Nanda Optoelectronics and Shimeng Semiconductor, and EDA, including Huada Jiutian, as well as chip companies such as Ziguang Guowei and Wentai Technology.
In addition, there are institutions and investment institutions such as the Institute of Microelectronics of the Chinese Academy of Sciences, Jianguang Capital and Zhilu Capital.
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, the picture is from the Internet, and the US Department of Commerce has specially opened a single paragraph in the list, highlighting a number of important partners of Huawei, including Changguang Intelligence Optics, Pengxinxu, Xin Kailai, Luo Weixu, Xin en (Qingdao) Integrated Circuit Co., Ltd. The restrictions are specifically aimed at advanced memory chips and more chip manufacturing tools exported to China.
The U.S. Department of Commerce has also introduced a new “long arm jurisdiction” measure, the FDPR (Foreign Direct Product rules), which restricts companies in third-party countries from providing products to some of the companies that are on the “physical list”, as long as the products contain any chip designed or manufactured using U.S. Technology.
The US government’s move is aimed at preventing China from acquiring and producing chip capabilities that can promote artificial intelligence military applications or otherwise threaten US national security.
However, this measure may have a far-reaching impact on the global semiconductor market, forcing the domestic ICT industry to speed up the localization process.
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, photo from online: exempted countries, however, more than 30 countries, including the Netherlands, Japan, Italy and France, have been exempted by the U.S. Department of Commerce from the new rules released on Monday.
The Commerce Department also added restrictions on 24 semiconductor manufacturing devices in its document on Monday, covering some etching, deposition, lithography, ion implantation, annealing, measurement, inspection and cleaning tools.
At the same time, the restrictions on electronic computer aided software (ECAD) and technical computer aided design (TCAD) software are added, and the rules of existing software key control are explained.
Finally, the Biden administration added new rules for exporting advanced high-bandwidth memory (HBM) to China, covering US companies and foreign manufacturers affected by “long-arm jurisdiction” measures.
Like AI chips, HBM chips also have an export performance condition-a license can be applied for if the memory bandwidth density is lower than 3.
3GB/s/ mm ^ 2.
The industry’s understanding of this is that some “HBM2” and more advanced HBM chips may be limited.
At the same time, the document also shows that in some cases of “low risk of technology transfer”, Western companies can still package HBM2 chips in China.
This is because with the continuous popularity of generative artificial intelligence (AI), the market demand for high-performance AI chips soars, which directly leads to the outbreak of the demand for HBM (high-bandwidth memory) integrated within such AI chips.
, pictured online, the U.S. government says the sanctions are aimed at slowing China’s domestic development of advanced semiconductors and AI systems that could help its military, based on years of evolving trade restrictions.
“the United States will limit China’s ability to produce technologies that are critical to its military modernization,” the US Industrial and Security Agency said in a statement.
The move by the United States will further separate the global semiconductor market.
Us industry analysts believe that the suspension of several months between the drafting of the rules and the release on Monday gave Chinese entities time to hoard semiconductors and machines that they knew might be restricted.
Chip technology restrictions previously imposed by the US and its allies have prompted Chinese entities to seek workarounds to gain controlled processor and computing power.
In addition, these restrictions have loopholes that allow Chinese companies to legally buy some chips and chip-making equipment from the United States and its allies, such as South Korea, Japan and the Netherlands.
A spokesman for the Chinese Ministry of Commerce pointed out that the US move is a typical economic threat, abusing export control measures, seriously hindering global economic and trade exchanges, undermining market rules and international economic and trade order, and threatening the stability of the global industrial chain.
China firmly opposes it and will take measures to safeguard its legitimate rights and interests.
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, photo: FYF, however, Nvidia Vice President Jay Puri mentioned in an interview with China’s Ministry of Commerce that Nvidia sees China as an important market.
During his visit to Hong Kong, Huang Renxun said that Nvidia will strike a balance between complying with laws and regulations and continuously promoting scientific and technological cooperation to support and serve customers around the world.
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