Intel Joins NVIDIA in Facing US Export Controls on AI Chips to China
Trump administration restrictions now affect all major US chip manufacturers
Intel has joined NVIDIA and AMD in facing export restrictions to China under the Trump administration's trade policies. According to reports, Intel now requires an export license to sell its Gaudi AI accelerator chips to China if they exceed specific performance thresholds. The restrictions specifically target chips with DRAM bandwidth of 1,400 GB/s or higher, directly affecting Intel's high-performance AI products.
The export controls represent a continuation of US policy aimed at restricting China's access to advanced semiconductor technology. While Intel's business in China is smaller than NVIDIA's, the company had been gaining customers like ByteDance who were seeking alternatives to NVIDIA products. These new restrictions create additional regulatory hurdles for Intel before it can ship its accelerators to Chinese customers, potentially impacting its competitive position in the market.
KEY POINTS
- •Intel needs license for China AI exports
- •Trump admin extends chip controls
- •All major US chipmakers now restricted
NVIDIA appears to be facing the most significant impact among US chipmakers, with reports suggesting the company could lose billions of dollars from being barred from selling its H20 AI accelerators to China. AMD is similarly affected by the export controls, creating a unified front of restrictions across all major US semiconductor manufacturers. The comprehensive nature of these restrictions indicates the Trump administration's determination to limit China's access to advanced AI computing capabilities.
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