美国巨头呼吁：修改芯片出口限制

Core Viewpoint - Major tech companies with a total market value exceeding $8 trillion are urging the Trump administration to reconsider chip export restrictions, fearing these limitations may drive U.S. allies towards Chinese competitors [1]. Group 1: Concerns Over Export Restrictions - Microsoft and Amazon executives have expressed concerns that the Biden administration's "AI diffusion rules" could limit exports of AI semiconductors to strategically important markets, potentially pushing these countries to seek advanced semiconductors from China [1][2]. - Microsoft President Brad Smith warned that if the regulations are not changed, the U.S. could lose its competitive edge in AI technology, similar to China's rapid rise in the 5G telecom sector a decade ago [1]. - Amazon CEO Andy Jassy emphasized the need for collaboration with allied nations to ensure they have access to necessary chips, suggesting that failing to do so could jeopardize business relationships [2]. Group 2: Impact on Semiconductor Companies - The proposed restrictions are expected to affect data center development across Southeast Asia and the Middle East, facing criticism from leading AI chip manufacturers like Nvidia [2]. - Nvidia's CEO Jensen Huang expressed optimism that the Trump administration might adopt a more lenient regulatory approach, while the company's CFO noted that sales in Chinese data centers remain significantly below levels prior to the export controls [2][3]. - Huang also mentioned that Nvidia's revenue from China is currently only half of what it was before the restrictions were implemented, indicating a substantial impact on their business [2].