Uncertainty surrounds US policy regarding exports of advanced computer chips, according to Wei, vice-president of the China Semiconductor Industry Association. He stated that fluctuating US policy – sometimes easing restrictions, sometimes tightening them – has created confusion about the US’s long-term strategic goals.
Industry Response and Self-Reliance
Wei, who is also a professor at both Tsinghua University and Peking University, emphasized the need for China’s semiconductor industry to prepare for continued US export controls. He indicated that the industry remains focused on achieving self-sufficiency in the development of advanced chips.
While acknowledging that importing advanced computing products could help meet immediate needs in sectors like scientific research, healthcare, and smart cities, Wei affirmed that China’s commitment to independent innovation will not diminish.
Nvidia Awaits Approvals
Nvidia, a US-based chip developer, has reportedly applied for licenses to sell H200 chips to China. According to Nvidia’s chief financial officer, Colette Kress, the company is currently awaiting approvals from both the US government and other governments before shipments can proceed.
The situation could lead to continued efforts by China to bolster its domestic chip production capabilities. Alternatively, a prolonged period of restricted access to advanced chips may impact the pace of development in key Chinese industries. It is also possible that further negotiations between the US and China could result in a more defined and predictable export policy.
Frequently Asked Questions
What is the main concern expressed by the China Semiconductor Industry Association?
The association is concerned about the inconsistency of the US government’s stance on exporting advanced chips, which makes it difficult to understand the US’s strategic intentions.
What sectors in China could benefit from importing advanced computing products?
According to Wei, scientific research, healthcare, and smart cities are among the sectors that could benefit from importing advanced computing products.
What is Nvidia’s current status regarding chip sales to China?
Nvidia has applied for licenses to sell H200 chips to China but is currently waiting for approvals from the US and other governments.
How might these ongoing tensions between the US and China impact the global semiconductor supply chain?
