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美国政府宣布使用华为AI半导体“违规”
日经中文网· 2025-05-15 07:32
Core Viewpoint - The article discusses the U.S. government's restrictions on Huawei's AI semiconductor products, particularly the Ascend series, in an effort to curb China's AI technology development [1][2]. Group 1: U.S. Government Actions - The U.S. Department of Commerce's Bureau of Industry and Security (BIS) issued guidelines stating that using Huawei's Ascend AI semiconductors could violate U.S. export control regulations [1]. - The guidelines specifically target the Ascend series, including models 910B, 910C, and 910D, which are seen as alternatives to NVIDIA products that are restricted from export to China [1][2]. - The U.S. government warns that companies using Ascend semiconductors without permission may face penalties such as fines or revocation of export licenses [1]. Group 2: Product Development and Market Impact - The Ascend 910B is currently available, while the 910C is expected to begin mass production and shipping in May [1]. - The 910D is still in the research and development phase, with initial samples expected to be delivered to Chinese customers after late May [1]. - The U.S. government not only restricts the use of Ascend semiconductors but also limits access to data necessary for their production and development [1]. Group 3: Broader Context of U.S.-China Relations - The article notes that the Biden administration has continued the trend of restricting semiconductor exports to China, initiated during the Trump administration [2][3]. - The Trump administration is expected to further strengthen restrictions on Huawei's semiconductors while also revoking Biden's proposed measures to enhance export controls on AI semiconductors [3].