Jeffrey Kessler：华为2025年最多只能制造20万颗Ascend AI芯片

Core Viewpoint - The U.S. government is taking measures to limit China's advancements in AI chip production, with specific emphasis on Huawei's limited capabilities in this area [1][2]. Group 1: U.S. Government Actions - Jeffrey Kessler, Deputy Assistant Secretary for Export Control, testified that Huawei's ability to produce AI chips is extremely limited, alleviating concerns about China's rapid advancements in the semiconductor field [1]. - U.S. Commerce Secretary Gina Raimondo stated that the U.S. has never considered providing China with the most advanced chips, emphasizing that high-end chips from companies like NVIDIA will not be exported to China [1]. - Kessler highlighted that by 2025, Huawei may only produce up to 200,000 Ascend AI chips, primarily for the Chinese market, while the demand for AI accelerators in China is estimated to be around 1.5 million units in 2024 [1]. Group 2: Budget and Resource Allocation - Kessler called for an increase in the budget for the Bureau of Industry and Security (BIS) to enhance export control enforcement, suggesting that the enforcement budget should be doubled [1]. - If the budget is approved, BIS plans to hire 200 new export enforcement agents and increase the number of overseas export control officials from 12 to over 30 [1][2].