The rules, described by senior administration officials in a press briefing on Monday evening, restrict a broader swathe of advanced chips and chipmaking tools to a greater number of countries including Iran and Russia, and blacklist two more unnamed Chinese companies involved in advanced chipmaking.
The United States and China are locked in a years-long technology war, but the sweeping curbs released last October further escalated tensions between the superpowers.Top AI chip designer Nvidia has made chips such as the A800 and H800 that walked right up the line of the previous rules to continue selling to China, and AMD, also impacted by the rules, has said it plans a similar strategy.
But the rules will exempt most consumer chips used in laptops, smartphones and gaming, though some will be subject to licensing and notification requirements by U.S. officials. The rules released on Tuesday eliminate the communication speed limits and focus on computing performance, which will have the effect of halting sales of Nvidia's A800 and H800 chips for the China market, according to a senior administration official.
Reuters reported in July that chiplets have become a core part of China’s technology strategy to advance its chip industry, and analysts have said that Chinese companies could use the technology to evade U.S. restrictions.The new measures also expand licensing requirements for exports of advanced chips to more than 40 additional countries that present risks of diversion to China and are subject to U.S. arms embargoes, the officials said.
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