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The new US export controls that target less-advanced lithography systems have exposed China’s deficiency in chip-making equipment, despite progress towards Beijing’s overall goal of semiconductor self-sufficiency.
Biren Technology and Moore Threads, two of China's best hopes in challenging Nvidia and Advanced Micro Devices in the field of graphics processors, have been dealt a heavy blow by new U.S. trade sanctions, as Washington moves to further frustrate China's progress in artificial intelligence (AI), according to industry insiders and analysts.
Washington’s move signals a further blockade on China’s development of AI chips, according to analysts. To survive, Biren and Moore Threads will now have to double down on their efforts to seek self-sufficiency.
A possible ban on Micron products in China is expected to enable Yangtze Memory Technologies Co and other mainland suppliers to fill the void left by the US firm in the world’s largest semiconductor market.