Core East and West (Public Number: Aichip001) Compile Zer0 Edit Mo Ying
Core East and West news on November 12, according to Taiwan media reports, Jiqian suspended to AI/After GPU customers supply all 7nm and more advanced chips, there are rumors that is also limited by the United States ban.Serve.
However, Samsung spokesman did not comment on market rumors.
The industry speculates that , a US chip manufacturer, may also be added to follow the US specifications.This means that the road of advanced self -developed AI chips in mainland China has been intercepted by the United States.Both wafer foundries and AI chip design companies are adversely affected.
Previously, according to Korean media quoted people familiar with the matter, in order to cope with the weak order, the Samsung semiconductor department has closed the 4nm, 5nm, and 7nm chip production lines of more than 30 % P2 and P3.It is said that Samsung is still paying close attention to customer orders and plans to stop operations. It may close about 50 % of facilities before the end of the year.
Analysts predict that Samsungs foundry business lost about 1 trillion won in the third quarter, resulting in cutting costs by closing some production lines.
If the report is true, this indicates that the technical gap between Samsung and TSMC in the foundry chip foundry may expand.However, Samsung 2nm looks smooth, with a target of mass production in 2025. It has signed an AI chip contract with Japan Preferred Networks, and Samsung has also begun to develop 2NM EXynos chips.
Affected by the suspension of 7nm, in the short term, the road of self -developed AI chips in mainland China may be forced to rely on Nvidia, AMD and other American companies to abide by the United StatesLimited, but in the long run, it will inspire the supply chain to be autonomous and controllable.
Previously in June this year, in response to the United States consideration to further limit Chinas chip technology for AI, a spokesman for the Ministry of Foreign Affairs of my country responded:
In the field of artificial intelligence, the United States expressed his hope to have a conversation with China, while brewing the development of Chinese artificial intelligence technology, exposing the United States to say a set of hypocrisy faces.The United States can not prevent Chinese scientific and technological progress, and will only inspire Chinese enterprises to be self-reliance. China will closely pay attention to the relevant trends and resolutely safeguard their legitimate rights and interests." P>
