The United States has implemented a ban on AMD ($amd) from supplying chips specifically manufactured for the Chinese market, following the 2023 Commerce Department's export control revisions. These revisions do not clearly define the criteria for AI chips that can be exported to China, hinting at a strategic ambiguity meant to deter companies like Nvidia ($nvda) and AMD from attempting to circumvent the regulations. Despite efforts to modify their products, AMD's custom Instinct MI309 GPU for China has failed the U.S. government's export license test, indicating that the chips were still too powerful to meet the export restrictions. This development has significant implications for the semiconductor industry and the ongoing technological competition between the U.S. and China.
China isnβt getting $NVDA chips or $AMD chips now
Still too powerful: @AMD's custom Instinct #MI309 #GPU for #China fails export license test from U.S. government https://t.co/CZUKIAyzqy #AI #HPC via @tomshardware
AMD's custom Instinct MI309 GPU for China fails export license test from U.S. government https://t.co/aUhMNzL0CE https://t.co/mudUpcbifu
The United States has banned AMD from supplying chips manufactured specifically for the Chinese market to China. https://t.co/5hgrXzviZu
AMD may have failed to dumb down its chips enough to allow China sales https://t.co/wjXe0DLAYU
Nvidia and AMD should take the hint: 2023 Commerce Dept export control revisions donβt explicitly define the bar above which AI chips are allowed to be exported to Chinaβ¦ on purpose Reworking the chips to try to get around it is now a waste of time https://t.co/AYBSUomyVS
Hahahaha China getting rugged $amd $nvda $avgo https://t.co/2GS8PeHvI4
Hahahaha China getting rigged $amd $nvda $avgo https://t.co/1qsTNf02GD
No chips for China! $amd $nvda $nq $qqq https://t.co/VCCGiFNtfh https://t.co/3CIxOpQY3p