半导体芯闻·2025-08-13 10:43Core Viewpoint - The article discusses the secretive use of tracking devices by U.S. authorities on advanced chip shipments deemed at high risk for illegal diversion, highlighting the extreme measures taken to enforce export restrictions against China [2][3]. Group 1: Tracking Devices and Enforcement - U.S. authorities have installed tracking devices on specific shipments of advanced chips to monitor their potential diversion to restricted destinations [2]. - This enforcement action reflects a significant escalation in the U.S. approach to controlling semiconductor exports to China, despite some recent attempts to ease restrictions [2][3]. - Tracking devices have been used historically by U.S. law enforcement to monitor restricted goods, including semiconductor shipments [3][4]. Group 2: Industry Impact and Reactions - Major companies in the AI server supply chain, such as Dell and Super Micro, have been implicated in the use of these tracking devices during the transportation of servers containing Nvidia and AMD chips [2][3]. - Companies like Super Micro and Dell have refrained from commenting on the tracking practices, while Nvidia and AMD have also not provided responses to inquiries [3][4]. - The U.S. government has proposed that domestic chip manufacturers incorporate location verification technology in their products to prevent diversion to restricted countries [4].