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The new US export controls that target less-advanced lithography systems have exposed China’s deficiency in chip-making equipment, despite progress towards Beijing’s overall goal of semiconductor self-sufficiency.
Biren Technology and Moore Threads, two of China s best hopes in challenging Nvidia and Advanced Micro Devices in the field of graphics processors, have been dealt a heavy blow by new U.S. trade sanctions, as Washington moves to further frustrate China s progress in artificial intelligence (AI), according to industry insiders and analysts.
Washington’s move signals a further blockade on China’s development of AI chips, according to analysts. To survive, Biren and Moore Threads will now have to double down on their efforts to seek self-sufficiency.