[Ka hōʻike holoʻokoʻa o Global Times] "ʻo ke ala ʻAmelika he 'ʻepekema a me ka ʻenehana hegemony'."E pili ana i ke noi a ke aupuni US e hooki nā hui hoʻolālā chip US ʻelua i ka hoʻokuʻu ʻana i nā chips computing kiʻekiʻe i Kina, ua ʻōlelo ʻo Wang Wenbin, ka ʻōlelo a ke Kuhina ʻē aʻe o Kina i ka lā 1 Kepakemapa "ua kūʻē ikaika ʻo Kina i kēia."ʻO nā kumukūʻai kumukūʻai o NVIDIA a me AMD, i hoʻopili pololei ʻia e nā palena hou o US, hāʻule i ka pane.Ma ʻAukake 31, hāʻule lākou i ka 6,6% a me 3,7%.Ua ʻōlelo ʻo NVIDIA e hiki ke kūʻai aku i $ 400 miliona i kēia hapaha.I kēia manawa, aia ka hana o nā mea hana chip ʻAmelika i kahi wā paʻakikī.E like me kā Shu jueting, ka waha ʻōlelo o ke Kuhina Kālepa o Kina, i ʻōlelo ai, ʻo ka hoʻokokoke ʻana o ka US e hoʻopilikia koʻikoʻi i nā pono o mākou ʻoihana.No kekahi manawa, ua hoʻokomo ʻo ʻAmelika Hui Pū ʻIa i nā hana e kāohi ai i ka hoʻomohala ʻana o ka ʻoihana chip a Kina.No nā hana paʻa hou loa, manaʻoʻiʻo ʻo Reuters "e hōʻailona ana i kahi hoʻonui nui o ka hoʻouka ʻana o ʻAmelika Hui Pū ʻIa i ka mana ʻenehana o Kina".Ua ʻōlelo ʻia kahi loiloi kūloko i nīnau ʻia e nā manawa honua ma ka 1, ma kekahi ʻaoʻao, pono mākou e makaʻala e hoʻomau ka ʻAmelika Hui Pū ʻIa i kahi "punch hui" kūʻē i ka ʻoihana semiconductor China, akā ma kekahi ʻaoʻao, ʻo ka US export. ʻO ka pāpā ka manawa kūpono e paipai ai i ka hoʻomohala hou ʻana o ke kaulahao ʻoihana chip home, ʻaʻole lawa ka launa ʻana ma waena o ke kahawai a me lalo.
Ua paʻi ikaika ʻo NVIDIA a ʻōlelo ʻo ia e kamaʻilio me nā mea kūʻai aku Kina
Wahi a ka pūnaewele CNBC o ʻAmelika Hui Pū ʻIa i hōʻike ʻia ma Kepakemapa 1, ma kahi palapala i waiho ʻia i ka US Securities and Exchange Commission (SEC), ua ʻōlelo ʻo NVIDIA ua loaʻa iā ia kahi noi ʻae hou mai ke aupuni US ma ʻAukake 26 no ka lawe ʻana aku o chips i Kina (me Hong Kong).Ua ʻōlelo ʻia kēia ana e hoʻoponopono i ka pilikia o nā huahana pili i hoʻohana ʻia a hoʻohuli ʻia paha no ka "hoʻohana hope koa" a i ʻole "mea hoʻohana hope koa" a Kina.
Ma ʻAukake 31, ua haʻi ka New York Times iā NVIDIA e ʻōlelo ana e pili ana nā hana hou i ka huahana o ka hui A100 a me ka huahana H100 i manaʻo ʻia e hoʻokuʻu ʻia ma hope o kēia makahiki.Manaʻo ʻo NVIDIA e hōʻino paha nā lula o ke aupuni US i kona hiki ke hoʻopau i ka hoʻomohala ʻana o H100 i ka manawa a i ʻole kākoʻo i nā mea kūʻai aku o A100.Ua hōʻike ʻia e pili pū ana kēia palena iā Rūsia, akā ʻaʻole kūʻai aku ʻo NVIDIA i nā huahana iā Russia i kēia manawa.
Ua haʻi aku kahi waha ʻōlelo no AMD iā Reuters ua loaʻa pū i ka hui kahi noi ʻae hou mai ke aupuni, e alakaʻi iā ia e hoʻōki i ke kūʻai aku ʻana i nā chips artificial intelligence mi250 i Kina.Manaʻo ʻo Amd ʻaʻole pono e hoʻopili ʻia ka chip mi100.
Ua ʻōlelo ʻo Reuters ʻaʻole e hōʻike ka US Department of Commerce i nā kūlana hou āna i hoʻonohonoho ai no ka lawe ʻana aku i nā chips AI i Kina, akā ua ʻōlelo ʻo ia e nānā ana ke Keʻena i nā kulekele a me nā hana e pili ana i Kina e pale aku ai i nā "ʻenehana holomua mai ka hāʻule ʻana i nā lima o nā mea kūpono ʻole. kanaka”.
E pili ana i nā hana hou i lawe ʻia e ʻAmelika Hui Pū ʻIa, ua ʻōlelo ʻo Wang Wenbin, ka ʻōlelo a ke Kuhina ʻē aʻe o Kina i ka lā 1 o Kepakemapa, ua kālai ʻo ʻAmelika Hui Pū ʻIa, hoʻohana a hoʻohana i ka ʻepekema, ʻenehana a me ka hoʻokele waiwai a me nā pilikia kālepa, e komo ana i ka "blockade technical" a me ka "decoupling ʻenehana. ”, ua hoʻāʻo wale e monopolize i ka ʻepekema holomua o ka honua a me ka ʻenehana, e mālama i kona ʻepekema a me ka ʻenehana hegemony, a hoʻohaʻahaʻa i ke kaulahao ʻoihana honua a me nā kaulahao hoʻolako o ka launa pū ʻana, kahi i hoʻopaʻi ʻia i ka hāʻule.
"Pono ka ʻaoʻao US e hoʻopau koke i kāna mau hana hewa, e mālama pono i nā ʻoihana o nā ʻāina āpau, me nā ʻoihana Kina, a e hana hou aku i mea e pono ai ka hoʻokele waiwai honua."Ma ia lā hoʻokahi, ua pane pū aku ʻo Shu jueting, ka ʻōlelo a ke Kuhina Kalepa o Kina, i kēia mea.
E like me kā Shu jueting i ʻōlelo ai, ʻaʻole e hōʻino wale ke ala ʻAmelika i nā kuleana kūpono a me nā pono o nā ʻoihana Kina, akā e hoʻopilikia koʻikoʻi i nā pono o nā ʻoihana ʻAmelika.Ua ʻōlelo ka Wall Street Journal i ka lā 1 Kepakemapa ʻo NVIDIA ka mea hana chip waiwai nui loa ma ʻAmelika Hui Pū ʻIa, a ʻo ia ka mea i hoʻomalu i ka mākeke ma ke kahua o nā chips artificial intelligence.Eia naʻe, hiki mai ka hoʻomaka ʻana o ka hoʻoponopono hou ma Wakinekona i kahi manawa paʻakikī no nā mea hana chip.Ma muli o ka piʻi nui ʻana a me ka emi ʻana o ka manaʻo hoʻokele waiwai, ua kāohi ʻia ka hiki ke hoʻohana ʻia e ka poʻe, a ua lohi ka noi no nā kamepiula, nā pāʻani wikiō, nā kelepona a me nā mea uila ʻē aʻe.
Ua ʻōlelo ʻo NVIDIA i loko o kahi ʻōlelo e kamaʻilio nei me nā mea kūʻai aku Kina i hiki iā lākou ke hoʻohana i nā huahana ʻē aʻe o ka hui e hoʻokō i kā lākou mau mea kūʻai i hoʻolālā ʻia a i ʻole ka wā e hiki mai ana.Hoʻolālā ka hui e noi aku i ke aupuni US no ka hoʻokuʻu ʻana i nā mea kūʻai aku, akā ʻaʻohe "hōʻoia" e ʻae ʻia.Ua ʻōlelo ʻo CNBC inā hoʻoholo nā ʻoihana Kina e kūʻai ʻole i nā huahana ʻē aʻe i hāʻawi ʻia e NVIDIA, e lilo ana ka mea hope i $ 400 miliona ma ke kūʻai ʻana i kēia hapaha.Ua wānana ʻo NVIDIA i ka pule i hala aku nei e hāʻule ke kūʻai aku i ka hapaha ʻekolu o kēia makahiki e 17% i kēlā me kēia makahiki i $ 5.9 biliona.Wahi a ka hōʻike kālā i hoʻokuʻu ʻia e ka hui, ʻo ka huina kālā i ka makahiki kālā i hala aku nei he 26,91 biliona kālā ʻAmelika, a ʻo kāna loaʻa kālā ma Kina (me Hong Kong) he 7,11 biliona kālā ʻAmelika, ʻo 26,4%.
Wahi a ka Wall Street Journal, manaʻoʻiʻo ʻo NVIDIA ʻoiai inā ʻae ke aupuni US i ka hoʻokuʻu ʻia ʻana, hiki i nā mea hoʻokūkū ke pōmaikaʻi mai ia mea, e like me nā mea hoʻolako semiconductor mai Kina, Israel a me nā ʻāina ʻEulopa, no ka mea "ʻo ke kaʻina laikini e hana i kā mākou kūʻai aku a kākoʻo i ka hana. ʻoi aku ka paʻakikī a maopopo ʻole, a paipai i nā mea kūʻai aku Kina e ʻimi i nā mea ʻē aʻe".Manaʻo ʻo Amd ʻaʻole e loaʻa ka hopena koʻikoʻi o nā lula hou i kāna ʻoihana.
ʻO kēia neʻe hou ʻana a Wasinetona ua hoʻohuli ʻia ka manaʻo o ka poʻe media ma ka mokupuni.ʻO NVIDIA a me AMD nā mea kūʻai aku he 10 kiʻekiʻe o TSMC, e helu ana ma kahi o 10% o kāna loaʻa kālā.Inā emi kā lākou mau moku chip, e hoʻopilikia pū ia i ka hana a TSMC, ua hōʻike ʻia ʻo Zhongshi News o Taiwan ma ka lā 1.Wahi a ka hōʻike, i hoʻopilikia ʻia e ka emi ʻana o nā kumukūʻai US a me ka hoʻokomo koke ʻana i nā mea paʻa i ka hoʻokuʻu ʻia ʻana o nā kīʻaha kiʻekiʻe kiʻekiʻe kiʻekiʻe ma ʻAmelika Hui Pū ʻIa, ua wehe haʻahaʻa nā kumukūʻai Taiwan a hāʻule i ka lā 1.I ka pau ʻana, "hāʻule" lākou ma kahi kokoke i 300 mau helu, a hāʻule ke kumukūʻai o TSMC ma lalo o NT $500 i ke kālepa mua.
Ka hoʻonohonoho ʻana i kahi "paepae hana" no nā chips i lawe ʻia i Kina?
Ua hoʻopaʻa ʻia kahi luna ʻoihana i nīnau ʻia e ka Wall Street Journal ʻaʻole pili wale ka pāpā iā NVIDIA a me AMD, akā hoʻonohonoho pū i ka "paepae hana" no nā pahu kiʻekiʻe kiʻekiʻe e pili ana i ka computing naʻauao hana e lawe ʻia aku i Kina.I ka ʻike ʻana o Reuters, ʻo nā palena hoʻokuʻu chip hou "e hōʻailona i ka hoʻonui nui ʻana o ka hoʻouka kaua ʻana o ʻAmelika i ka hiki ʻana o ka ʻenehana ʻo Kina".
Manaʻo ka New York Times ʻo nā hana hou e kūʻē iā Kina a me Rūsia ʻo ia ka hoʻāʻo hou loa a ke aupuni US e hoʻohana i nā semiconductor ma ke ʻano he mea hana e pale ai i nā mea hoʻokūkū mai ka holomua ʻana i nā kamepiula hana kiʻekiʻe, naʻauao hana a me nā ʻoihana ʻē aʻe.ʻO ka pāpā hoʻokuʻu ʻana he ʻāpana ia o ka hoʻoikaika ʻana o ʻAmelika Hui Pū ʻIa a me Kina e hoʻokūkū no ke kūlana alakaʻi o ka ʻenehana holomua.
Ua hōʻike ʻia ʻo A100, H100 a me mi250 chips nā huahana GPU āpau (graphics processor).Ma kaʻoihanaʻoihana, GPU he kumu nui o ka mana helu ma nā kahua o nā kikowaenaʻikepili, nā lolouila hana kiʻekiʻe a me kaʻike hana.Ua ʻōlelo ʻo Reuters inā ʻaʻole i loaʻa nā chips kiʻekiʻe o nā ʻoihana ʻAmelika e like me NVIDIA a me AMD, e nāwaliwali ka hiki o nā ʻoihana Kina e hana i nā hana kiʻekiʻe e like me ke kiʻi a me ka ʻike leo.He mea maʻamau ka ʻike kiʻi a me ka hoʻoponopono ʻōlelo kūlohelohe i nā polokalamu kelepona akamai, e like me ka pane ʻana i nā nīnau a ka mea hoʻohana a me ke kaha ʻana i nā kiʻi.Loaʻa i kēia mau hana nā noi koa, e like me ka ʻimi ʻana i nā kiʻi ukali i loaʻa nā mea kaua a i ʻole nā kahua kaua, a me ke kānana ʻana i nā ʻike kamaʻilio kikohoʻe no ka hōʻiliʻili naʻauao.
He manawa kūpono no Kina
Wahi a ka Wall Street Journal, ua lilo ia i mea maʻamau no ʻAmelika Hui Pū ʻIa e kau i nā kapu i ke kālepa ʻana me Kina a me ka hoʻokuʻu ʻana aku i nā chips.I ka waena o ʻAukake, ua hoʻolaha ʻo ʻAmelika i ka mana hoʻokuʻu aku ma nā ʻenehana ʻehā, me nā lako polokalamu EDA.ʻO ka 2022 chip a me Science Act i hoʻopaʻa inoa ʻia e US Pelekikena Biden ma ʻAukake 9 e ʻōlelo nei ʻaʻole hiki i nā ʻoihana e loaʻa nā kālā kālā federal ke hoʻonui nui i ka hana ʻana o nā chips "advanced process" ma Kina (i manaʻo ʻia e pili ana i nā chips ma lalo o 28nm).Eia kekahi, ua hōʻike ʻia ka media ʻAmelika i ka hopena o Iulai ua hōʻoia ʻia ʻelua mau ʻoihana mīkini chip ma ʻAmelika e noi ana ʻo Wakinekona iā lākou ʻaʻole e hoʻolako i nā lako hana no ka hana ʻana i nā chips o 14 nm a ma lalo i Kina.
Ua haʻi aku ʻo Gu Wenjun, ka mea loiloi nui o SMIC consulting, i nā manawa honua ma ka lā 1 ma ka hoʻokomo ʻana i kahi ʻano o nā hana hoʻopaʻa, manaʻo ʻo ʻAmelika Hui Pū ʻIa e kāohi i ka hoʻomohala ʻana o nā loulou kiʻekiʻe kiʻekiʻe o Kina ma ke kahua o ka ʻepekema a me ka ʻenehana.I ka hoʻomaka ʻana, ua ʻae ʻo ia iā Huawei a me ZTE ma ka ʻaoʻao terminal, a ma hope i hoʻopaʻa ʻia ʻo Hisilicon ma ke kahua o ka hoʻolālā chip a me SMIC ma ke kahua o ka hana chip.Ua ʻōlelo ʻo Gu Wenjun, i ka wā pōkole, manaʻo ʻo ʻAmelika e "hoʻokaʻawale" a "haʻi i ke kaulahao" Kina ma ka ʻāpana ʻenehana kiʻekiʻe o nā chips.Ma waena o ka wā lōʻihi, manaʻolana ʻo ʻAmelika ʻaʻole e hilinaʻi nui ʻo ia a me kāna mau hoa pili i ka mākeke o Kina a hoʻemi i ka hoʻololi ʻana o nā kumu hana me Kina.
"ʻAʻole hiki i nā palena chip US ke hoʻōki i ka holomua o ka ʻoihana semiconductor China."Ua ʻōlelo ka ʻoihana nūhou satellite o Rūsia i ka ʻōlelo a ka poʻe loea i ka ʻoihana semiconductor o kēia manawa, me Kina, ʻo ka ʻenehana kaʻina hana 28nm ke kumu no ka nui o nā mea hana e mālama i nā waiwai a komo i ka noiʻi a me ka hoʻomohala ʻana i ka ʻenehana semiconductor holomua.ʻOi aku ka maikaʻi o ka ʻenehana chip kiʻekiʻe loa, akā aia nō ia i kahi haʻahaʻa haʻahaʻa o ka ʻoihana semiconductor holoʻokoʻa.E pili ana inā he hopena lōʻihi ka hopena o ka US ma Kina, pili ia i ka hoʻomohala ʻana o ka hana a me ka hoʻolālā ʻana o ka ʻoihana semiconductor hope.I loko o 10 a 20 mau makahiki, pono e hoʻololi ka hoʻomohala ʻana o ka ʻoihana a ʻike ʻia nā ʻenehana hou.
"Mai kahi hiʻohiʻona ʻē aʻe, ʻo ka hoʻokuʻu ʻana aku o ʻAmelika Hui Pū ʻIa he manawa kūpono no ka ʻoihana chip home.I ka wā ma mua, ʻaʻole lawa ka launa pū ʻana ma waena o nā ʻoihana i luna a me lalo i ka kaulahao ʻoihana chip home, akā i ka wā e hiki mai ana, e hoʻoikaika hou mākou i ka hoʻololi kūloko. "Ua haʻi ʻo Han Xiaomin, ka luna nui o Jiwei consulting, i nā manawa honua e hoʻokumu nā ʻoihana kaulahao kūloko iā lākou iho ma ka mākeke kūloko, e hoʻokumu mālie i kahi kaiaola kaiaola ʻoihana chip piha, a hoʻomaikaʻi i ka hiki ke kūʻē i ka pilikia, ka hoʻokūkū a me ka mana honua.
Ka manawa hoʻouna: Sep-02-2022