① The Biden government has updated its export control regulations for artificial intelligence chips, and the export of chips including Avida A800 and H800 to China will be affected.

② wave information, Hengrun shares and other domestic manufacturers have received the news in advance, for pre-stocking.

③ Analysts said that this ban will stimulate the development of domestic chips, Jingjiawei, Cambrian, Loongson Zhongke, Haiguang Information and other computing equipment related manufacturers are expected to benefit.

financial association, October 17 (reporter Wang biwei, fu Jing) the us government's crackdown on the development of high-end chips in China has escalated again. The Biden administration today updated its export controls on artificial intelligence (AI) chips, planning to prevent companies such as Nvidia from exporting advanced AI chips to China, a financial network reported tonight. According to the latest rules, the export of Nvidia A800 and H800 chips to China will be affected. Yicai reported that the new rules will take effect after 30 days of public consultation.

This evening, a number of domestic manufacturers interviewed by a reporter from the Caixin News Agency said that they had received the news in advance, and many of them had already stockpiled goods in advance. Analysts said that this round of ban means that the United States to further curb the development of China's computing power, the development of domestic GPU is imperative.

The reporter noticed that after the news was fermented, the secondary market reacted fiercely. As of 10 pm Beijing time today, Nvidia (NVDA) shares had fallen by more than 7%.

Compared with the secondary market, many domestic manufacturers have been prepared in advance. "We received this (ban) news in early October, and we have already stocked enough, but there is still a lot of pressure in the future." Insiders of a domestic server manufacturer told Caixin News Agency reporters.

the purchasing manager of a downstream customer of wave information (000977.SZ) also told the reporter of the financial association that wave had notified its company of relevant information in advance, and it was necessary to hurry up if it needed to order relevant products. However, a reporter from the Financial Associated Press asked Inspur Information for confirmation on this matter this evening, and the company interviewed said he did not know.

Caixin News Agency reporters learned from multiple interviews this evening that large factories such as Tencent and Baidu were affected or limited by the "ban" due to "sufficient stock. It is worth noting that the reporter learned from industry sources that Huawei had previously reflected internally that "due to the shortage of graphics cards, some friends will come to them (referring to Huawei) to buy cards. However, most of Huawei's graphics cards are for Huawei Cloud's own use (indirectly supplied to some end customers), while the other part is given to industry partners, such as Hua Kun Zhenyu."

in addition, hengrun shares (603985.SH) announced this evening that its controlling subsidiary Shanghai run liuchi purchased 75 H800 and 22 A800 in stock from supplier a. Shanghai Run Liuchi Technology Co., Ltd., a subsidiary of Hengrun, told Caixin News Agency reporters tonight, "We solved this problem two weeks ago."

chip distributors are also pressing ahead with their products this evening. A channel dealer said that the unit price of the H800 GPU scheduled for tonight has reached 2.45 million yuan, 25% higher than the futures reservation price of 1.95 million yuan a month ago, and there is also a risk of order cancellation.

Some analysts told reporters that the ban means that the US side will curb and upgrade the development of China's domestic computing power, and the development of the model side will also be affected. However, this ban will also stimulate the development of domestic chips, and will accelerate the pattern of large domestic models.

In this case, domestic manufacturers of computing power equipment are expected to benefit. At present, A- share GPU companies mainly include Jing Jiawei (300474.SZ), Cambrian (688256.SH), Longxin Zhongke (688047.SH), Haiguang Information (688041.SH) and so on.

At the same time, it is worth noting that the Bureau of Industry and Security (BIS) under the US Department of Commerce today also included a number of Chinese GPU (graphics processor) companies on the entity list, including Moore Thread and Wall Technology. In the evening, the official website of the wall technology issued a statement: the company is concerned that the U.S. Department of Commerce will be wall technology and other Chinese technology enterprises included in the entity list. The company strongly opposes this move by the US Department of Commerce, will actively appeal to the relevant US government departments, and call on the US government to re-examine. Moore thread also expressed strong protest against the inclusion of the company in the "entity list" in the United States. Collection

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