The Impact of U.S. Chips and Science Act 2022 on China's Homegrown Server Processors (pre-order)
The Impact of U.S. Chips and Science Act 2022 on China's Homegrown Server Processors (pre-order)
Abstract
The Impact of U.S. Chips and Science Act 2022 on China's Homegrown Server Processors (pre-order)
Executive Summary:
Since the CHIPS and Science Act signed into law in August 2022, the U.S. has imposed a series of restrictions on chips exports to China. The urgency to develop homegrown chips has driven heated discussions between the Chinese government and businesses. This report analyzes the development of server processors by Chinese CPU (Central Processing Unit) suppliers, cloud service providers, and startups.
Content
Table of Contents:
1. The US Tightening Chip Exports to China Via Chips and Science Act
1.1 Huawei Sells x86 Server Business due to Numerous Restrictions
1.2 U.S. Limits Expand from Exports of High-end Chips to Advanced EUV Systems
2.China’s Government Supports Server Vendors Using HomeGrown Chips
2.1 China's Share of Homegrown Servers and Adoption of Homegrown Chips Increases
2.2 Chinese Telecoms’ Server Tenders Adopt Homegrown Chips Largely
3.U.S. Ban Pushes China to Speed Up Developing Homegrown Chips
3.1 China Speeds Up Developing Homegrown Server CPUs with Constrained Manufacturing Capabilities
3.2 Chinese Cloud Service Providers Develop AI Accelerators and DPUs to Improve Data Center Efficiency
3.3 AI and Data Center Processor Development of Startups May be Affected by Next U.S. Ban
4.MIC Perspective
4.1 Homegrown Chips Become China’s National Strategy as the U.S. Continues to Decouple from China
4.2 China Likely to Manufacture Mature Server Chips Massively as Short Term Replacement
Appendix
List of Companies
List of Topics
- The impact of the U.S. Chips and Science Act on China, touching on the development of server processors by Chinese CPU suppliers, cloud service providers, and startups.
- How the Chinese government has supported local server suppliers using homegrown chips and includes Chinese telecoms' decision to adopt more homegrown chips.
- The impact of the U.S. ban on the development of China's homegrown chips and how this has helped accelerate the development.
List of Tables:
Table 1 Processor Specifications for Chinese Telecoms’ Server Tenders
Table 2 Chinese Homegrown Processors - CPU
Table 3 Chinese Homegrown Processors – AI Accelerators and DPUs Developed by Cloud Service Providers
Table 4 Chinese Homegrown Processors – AI Accelerators and DPUs Developed by Startups
List of Figures:
Figure 1 China’s Server Industry Chain
The Impact of U.S. Chips and Science Act 2022 on China's Homegrown Server Processors (pre-order)
Executive Summary:
Since the CHIPS and Science Act signed into law in August 2022, the U.S. has imposed a series of restrictions on chips exports to China. The urgency to develop homegrown chips has driven heated discussions between the Chinese government and businesses. This report analyzes the development of server processors by Chinese CPU (Central Processing Unit) suppliers, cloud service providers, and startups.
Table of Contents:
1. The US Tightening Chip Exports to China Via Chips and Science Act
1.1 Huawei Sells x86 Server Business due to Numerous Restrictions
1.2 U.S. Limits Expand from Exports of High-end Chips to Advanced EUV Systems
2.China’s Government Supports Server Vendors Using HomeGrown Chips
2.1 China's Share of Homegrown Servers and Adoption of Homegrown Chips Increases
2.2 Chinese Telecoms’ Server Tenders Adopt Homegrown Chips Largely
3.U.S. Ban Pushes China to Speed Up Developing Homegrown Chips
3.1 China Speeds Up Developing Homegrown Server CPUs with Constrained Manufacturing Capabilities
3.2 Chinese Cloud Service Providers Develop AI Accelerators and DPUs to Improve Data Center Efficiency
3.3 AI and Data Center Processor Development of Startups May be Affected by Next U.S. Ban
4.MIC Perspective
4.1 Homegrown Chips Become China’s National Strategy as the U.S. Continues to Decouple from China
4.2 China Likely to Manufacture Mature Server Chips Massively as Short Term Replacement
Appendix
List of Companies
List of Topics
- The impact of the U.S. Chips and Science Act on China, touching on the development of server processors by Chinese CPU suppliers, cloud service providers, and startups.
- How the Chinese government has supported local server suppliers using homegrown chips and includes Chinese telecoms' decision to adopt more homegrown chips.
- The impact of the U.S. ban on the development of China's homegrown chips and how this has helped accelerate the development.
List of Tables:
Table 1 Processor Specifications for Chinese Telecoms’ Server Tenders
Table 2 Chinese Homegrown Processors - CPU
Table 3 Chinese Homegrown Processors – AI Accelerators and DPUs Developed by Cloud Service Providers
Table 4 Chinese Homegrown Processors – AI Accelerators and DPUs Developed by Startups
List of Figures:
Figure 1 China’s Server Industry Chain
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