2022年美國CHIPS法案將如何影響中國國產服務器處理器

The Impact of U.S. Chips and Science Act 2022 on China's Homegrown Server Processors

出版日期: 2023年01月31日 | 出版商:

MIC - Market Intelligence & Consulting Institute | 英文 12 Pages | 商品交期: 3-5個工作天內

價格

簡介目錄圖表

自2022年8月簽署CHIPS法案以來，美國持續對中國出口芯片實施限制。國產芯片的發展已成為當務之急，中國政府和企業之間爭論不休。

本報告分析了中國 CPU 供應商、雲服務提供商和初創企業在服務器處理器方面的發展。

內容

Chapter 1 CHIPS 法收緊美國對華芯片出口

華為因諸多限制出售x86服務器業務
美國的限制從高端芯片出口擴展到先進的 EUV 系統

第2章中國政府對使用國產芯片的服務器廠商的支持

中國的內部服務器份額和內部芯片的日益普及
主要使用國產芯片的中國電信服務器招標

第三章美國禁令加速中國國產芯片發展

中國充分利用有限的製造能力，加快發展國產服務器 CPU
中國雲服務提供商開發 AI 加速器和 DPU 以提高數據中心效率
受美國禁令影響的初創公司 AI 和數據中心處理器開發

第四章MIC透視

美國不斷與中國斷絕關係，國產芯片成為中國國家戰略
中國量產成熟的服務器芯片，短期替代品

附錄

公司名單

簡介目錄圖表

Product Code: SCRPT23020201

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.

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 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

簡介目錄圖表

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.