Intel notifies Chinese customers that exports of its AI chips to China will require licenses.
According to a report by the Financial Times on Wednesday, US chipmaker Intel has informed its Chinese customers that it will begin requiring licenses for exports of some of its advanced artificial intelligence chips to China.
This news comes one day before Nvidia warned that its "China-specific" AI chip H20 has been placed under export controls by the US government and requires an application for a license for export, which the company estimates will result in $5.5 billion in losses. ASML, a Dutch semiconductor equipment manufacturer, reported disappointing earnings and expressed doubts about its outlook.
The report stated that last week, Intel informed its customers that if the total bandwidth of its chips' DRam reaches or exceeds 1,400 gigabytes (GB) per second, the input/output (I/O) bandwidth reaches or exceeds 1,100 GB per second, or the combined total reaches or exceeds 1,700 GB per second, then an export license to China will be required. Intel's Gaudi series and Nvidia's H20 AI chips far exceed these requirements. Intel did not immediately respond to Reuters' request for comment.
Intel's stock fell more than 3% on Wednesday, like other chip stocks, as new evidence emerged that Trump's ever-changing trade policies are complicating the outlook for semiconductor and computing giants. With the market sentiment dampened by threats of tariffs and concerns over big tech spending, the momentum behind AI chip deals is losing steam after a two-year rebound.
Original source: https://www.toutiao.com/article/1829655993736203/
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