Under fresh US trade rules, Intel must apply for export licenses to sell Gaudi AI chips to China. The American chipmaker joins Nvidia and AMD in facing stricter controls on high-performance AI hardware sales to Chinese customers. These restrictions target chips with DRAM bandwidth exceeding 1,400 GB per second.
The impact hits Intel less severely than competitors since Team Blue holds a smaller market share in China. However, the company previously supplied Chinese tech firms like ByteDance with Gaudi chips as alternatives to Nvidia products. The new regulations require Intel to navigate complex legal procedures before shipping any advanced AI accelerators.
The Trump administration's policies create significant challenges for US semiconductor companies operating in China. Many industry analysts believe these restrictions might backfire long-term as Chinese companies turn toward domestic alternatives such as Huawei's Ascend chips. This shift could strengthen China's semiconductor independence.
US tech firms face difficult choices - either develop specially limited versions of their products for the Chinese market or reduce their presence there altogether. Most companies will likely pursue the first option since abandoning such a large market seems financially unrealistic for major semiconductor manufacturers.
The impact hits Intel less severely than competitors since Team Blue holds a smaller market share in China. However, the company previously supplied Chinese tech firms like ByteDance with Gaudi chips as alternatives to Nvidia products. The new regulations require Intel to navigate complex legal procedures before shipping any advanced AI accelerators.
The Trump administration's policies create significant challenges for US semiconductor companies operating in China. Many industry analysts believe these restrictions might backfire long-term as Chinese companies turn toward domestic alternatives such as Huawei's Ascend chips. This shift could strengthen China's semiconductor independence.
US tech firms face difficult choices - either develop specially limited versions of their products for the Chinese market or reduce their presence there altogether. Most companies will likely pursue the first option since abandoning such a large market seems financially unrealistic for major semiconductor manufacturers.
