是否向中国卖芯片？美国摇摆不定

Core Viewpoint - The article discusses the evolving landscape of U.S. semiconductor export regulations towards China, highlighting a potential shift in policy that could impact both U.S. companies and China's semiconductor industry [2][3]. Group 1: U.S. Policy Changes - U.S. Trade Representative Jamison Greer indicated that advanced semiconductor export controls are subject to change based on technological advancements and accessibility [2]. - The Trump administration is reportedly reconsidering the approval of NVIDIA's high-performance AI chip "H200" for export to China, which outperforms the currently allowed H20 chip [2]. - Bipartisan senators have introduced the "Secure Chips" bill to prevent the Trump administration from easing AI semiconductor export restrictions to China, North Korea, Russia, and Iran for the next 30 months [2]. Group 2: Industry Reactions - Critics argue that U.S. regulations may inadvertently accelerate China's self-sufficiency in semiconductor technology, potentially harming U.S. companies like NVIDIA [2]. - NVIDIA's CEO Jensen Huang has stated that U.S. restrictions are facilitating China's pursuit of technological independence [2]. - The semiconductor industry is at a critical juncture, with concerns that lifting sanctions could enhance China's semiconductor capabilities, while others believe China will continue to rely on U.S. technology [3].