美参院拟立法冻结对华先进芯片出口至少30个月,英伟达等面临直接冲击
Jing Ji Ri Bao·2025-12-06 22:59

Group 1 - The U.S. Senate has proposed the SAFE Act, which aims to formalize export controls on advanced semiconductors, prohibiting licenses for exports to China and Russia for at least 30 months [1] - This legislation could prevent NVIDIA from exporting its advanced AI chips to mainland China, while AMD and Google's chips will also be affected [1] - The timing of the SAFE Act proposal coincides with NVIDIA CEO Jensen Huang's closed-door meeting with Senate Banking Committee Republican members, which oversees export control policies [1] Group 2 - The Trump administration is currently evaluating whether to allow NVIDIA to sell H200 chips to China, which would significantly deviate from the technology control policies implemented since 2022 [2] - AMD's CEO Lisa Su stated that part of the MI 308 chip has received export licenses to China, and the company is prepared to pay a 15% tax to the U.S. government upon shipment [2] - AMD previously estimated that U.S. government restrictions on MI 308 chip exports could result in a loss of approximately $800 million for the company [2]

Nvidia-美参院拟立法冻结对华先进芯片出口至少30个月,英伟达等面临直接冲击 - Reportify