Group 1 - The core viewpoint of the article highlights the increasing significance of synthetic diamonds in the industrial sector, particularly in the context of AI technology and semiconductor manufacturing, as new regulations on synthetic diamond exports are set to be implemented [1][23] - Synthetic diamonds are becoming essential for AI chip production due to their unique properties, which include extreme hardness, wide bandgap, and excellent thermal conductivity, making them ideal for polishing and manufacturing processes [7][10][12] - The majority of synthetic diamonds, particularly for industrial use, are produced in China, with a significant portion coming from Henan province, which is referred to as the "global diamond factory" [5][22] Group 2 - The article discusses the challenges in producing synthetic diamonds suitable for chip manufacturing, noting that the production process is complex and costly, requiring advanced techniques like chemical vapor deposition (CVD) [16][18] - Despite the high costs associated with diamond chips, major AI companies are investing in this technology, recognizing its potential to enhance chip performance and efficiency, which is critical in the competitive AI landscape [18][20] - The new export regulations on synthetic diamonds are not just about resource control but also represent a strategic move in the global technological power dynamics, positioning China at the forefront of this emerging market [23]
稀土之后轮到钻石!人造钻石管制落地,AI算力命脉被中国攥住?
Sou Hu Cai Jing·2025-11-13 10:57