China has initiated a significant policy shift by starting to phase out U.S. semiconductors and software from government and state-enterprise computers, as reported in an FT article. This move towards replacing U.S. semiconductor chips and software with domestic Chinese products, referred to as 'Xinchuang' or localization, is expected to be a phased process spanning a couple of years. Major U.S. tech companies such as Intel, AMD, Microsoft, and Oracle are directly impacted by this decision. The initiative is seen as a retaliation against U.S. tech sanctions and represents a pushback against U.S. based controls for chipmakers exporting to China. The focus on AI as a critical factor of economic significance is mentioned in the context of this ongoing chip war between China and the West.
China now wants Intel, AMD and Microsoft out of government computers: report https://t.co/CNQmhO9iYG
#FPTech: China retaliates against US tech sanctions, bans use of Intel and AMD CPUs, GPUs in government computers https://t.co/UXBcS1nItI
China Shuns Foreign Chips, Servers From Government PCs: FT https://t.co/YITRymt8P1
In case you missed this FT article during the weekend, the warning salvos have been already shot 😅 Government computers = Every single server in #China (juts helping to translate) $INTC $AMD https://t.co/E8fsm6ERKu https://t.co/kUElHfN9y6
China pushing back against Intel and AMD? Rumors breaking and some context for those interested in the chip wars between China and the west. 👇🏻 Of course China won’t just lay idle with U.S. based controls for chipmakers exporting to China. AI is the deciding factor of economic… https://t.co/uBC6axJsGW
Amazing! China has started replacing US semiconductor chips and software with domestic, Chinese products! 🔥 Intel, AMD ❌ Microsoft, Oracle ❌ “Xinchuang” or localization is a phased process that will take a couple of years to be completed. The ONLY country in the world to… https://t.co/QP0gv2CM2d
CHINA phases out U.S. semiconductors and software from government and state-enterprise computers: https://t.co/W8AAaauNKU