未知机构：独家：消息人士称，特朗普政府官员考虑修改拜登的 AI 芯片出口规定 路透社 — Exclusive Trump officials eye changes–20250502-20250503

Summary of Key Points from the Conference Call Industry Overview - The discussion revolves around the semiconductor industry, specifically focusing on AI chips and the regulatory landscape affecting their global access. Core Points and Arguments - The Trump administration is considering changes to the Biden-era rule that restricts global access to AI chips, potentially eliminating the current tiered system that limits chip access based on country classification [3][4][8] - The existing rule, known as the Framework for Artificial Intelligence Diffusion, was issued in January and divides countries into three tiers, with 17 countries and Taiwan in the first tier having unlimited access to chips, while 120 other countries face caps, and countries like China, Russia, Iran, and North Korea are completely blocked [6][7][11] - If the tiered system is removed, it could enhance the U.S.'s leverage in trade negotiations by using access to American-designed chips as a bargaining tool [4][10] - The Trump administration is contemplating a shift to a global licensing regime based on government-to-government agreements, which could simplify the process but may also complicate the regulatory framework [8][13] - There are discussions about lowering the threshold for exceptions to licensing, with proposals to set the cutoff at orders equivalent to 500 H100 chips, down from the current 1,700 chips [11][12] Additional Important Insights - Industry experts argue that limiting access to AI chips may drive countries to seek technology from China, which could undermine U.S. interests [15] - Some U.S. lawmakers, including seven Republican senators, have expressed concerns about the rule, suggesting it could incentivize buyers in Tier 2 countries to turn to China's unregulated substitutes [15] - Critics, including executives from Oracle and Nvidia, have voiced their opposition to the current rule, indicating that the tiered approach is illogical and may lead to unintended consequences [13][14] - The Commerce Secretary has indicated a desire to incorporate export controls into broader trade discussions, highlighting the strategic importance of semiconductor access in international relations [10][11] Conclusion - The potential changes to the AI chip export regulations reflect a significant shift in U.S. trade policy, with implications for global semiconductor access and international trade dynamics. The outcome of these discussions will be crucial for companies operating in the semiconductor space and for countries reliant on advanced technology.