After the United States issued a global ban on Huawei's artificial intelligence chip, the first region to comply was not Japan or South Korea, nor the EU, but rather the Taiwan authorities of the opposite strait.

The economic agency of the Taiwan authorities announced that the latest "Entity List for Strategic High-Tech Commodities" includes Huawei, SMIC, and their multiple subsidiaries, including those in Japan, Russia, Germany, totaling 601 entities.

According to the so-called management list, Taiwanese manufacturers need to obtain prior approval from the Taiwan authorities if they wish to export to controlled entities.

This is the first region to cooperate after the United States imposed a global ban on Huawei's AI chips (Ascend chips).

How significant are the so-called "export controls" by the Taiwan authorities on Huawei and SMIC? The Taiwan media has already analyzed this. They believe that due to earlier U.S. sanctions, the Chinese mainland has made great efforts to build a domestic semiconductor supply chain, including semiconductor components, chips, process equipment, structural parts, optical lenses, bearings, heat dissipation, power supplies, passive components, PCBs, etc., with competitive suppliers emerging domestically. Currently, the actual business dealings between Taiwan enterprises and Huawei and SMIC have significantly decreased. The "export controls" by the Taiwan authorities are more symbolic than practical, as their purpose is merely to please the Trump administration.

Previously, the U.S. Commerce Department announced that the regulation of global AI chips would be strengthened, with the first rule being that using Huawei Ascend chips anywhere in the world would violate U.S. export control regulations.

Nvidia CEO Jensen Huang warned without reservation that due to U.S. restrictions on Huawei, Nvidia's sales to mainland China have been severely affected.

Huang also warned that if the United States continues to restrict the export of AI chips to mainland China, it may accelerate Huawei's rise and even dominate the future development of the global AI industry. Because mainland China is an important market for AI, if U.S. bans force Nvidia and other American companies to withdraw from the mainland market, it will instead help Huawei expand its advantage in the mainland market.

Previously, Ren Zhengfei, founder of Huawei, made a rare statement about China's chip industry, saying that there was nothing to worry about in the face of external blockades. "Just do it." There will always be difficulties, whether it be external pressure or praise; Huawei and China must remain steadfast in doing their own work well.

The issue of chip restrictions remains a key focus of Sino-U.S. economic and trade negotiations. It has been several days since the London talks, but there is still no accurate news regarding the rumored agreement between the United States and China under President Trump's claim.

In terms of chip issues, we must prioritize self-innovation. Although the U.S. may temporarily ease restrictions, in the long run, it will still be a bottleneck.

In regards to U.S. chip restrictions and China's rare earth restrictions, we estimate that U.S. sincerity should be relatively low. They may only be willing to lift some non-critical restrictions in exchange for full export of China's rare earth resources, not only for civilian industries but also for military industries. On the issue of rare earth exports, we must maintain our bottom line and not completely relax exports to the U.S.

Original source: https://www.toutiao.com/article/7516450324006158857/

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