美国全球封杀华为昇腾芯片？专家：无理且自大，中国可以反制

Core Points - The U.S. has mandated a global ban on Huawei's Ascend chips, reflecting its ongoing efforts to control chip exports and curb China's AI development [1][2] - The U.S. Department of Commerce's Bureau of Industry and Security (BIS) has revoked previous regulations and issued new guidelines that classify the use of Huawei's Ascend chips as a violation of U.S. export controls [1][3] - Legal experts suggest that the U.S. actions are based on unfounded suspicions regarding Huawei's use of American technology, indicating a broader strategy to hinder China's technological advancements [2][4] Group 1: U.S. Export Controls - The BIS has issued three main guidelines: the global prohibition of Huawei's Ascend chips, warnings about the consequences of using U.S. AI chips for Chinese AI model training, and advice for U.S. companies to protect their supply chains [1][3] - The new regulations could lead to severe penalties, including up to 20 years in prison and fines of $1 million for violations [3][5] Group 2: China's Response and Capabilities - Despite U.S. sanctions, China's self-developed capabilities in AI and chip technology have significantly improved, with Huawei's CloudMatrix 384 outperforming NVIDIA's NVL72 in terms of scale, performance, and reliability [3][5] - Chinese companies are increasingly building their own high-performance computing clusters, alleviating domestic concerns about computing power shortages [3][6] Group 3: Legal and Regulatory Framework - China has established countermeasures, such as the Blocking Law and the Anti-Foreign Sanctions Law, to protect its companies from U.S. sanctions [4][5] - Chinese firms can seek legal recourse in U.S. courts if penalized by the BIS, potentially forcing the U.S. to provide substantial evidence for its claims against Huawei [6][7] Group 4: Market Implications - The U.S. actions are perceived as discriminatory and could disrupt global semiconductor supply chains, negatively impacting long-term cooperation between U.S. and Chinese companies [5][6] - The ongoing tensions may lead to a more fragmented global technology landscape, with increased reliance on domestic capabilities in both countries [2][3]