2022年美国CHIPS法案将如何影响中国国产服务器处理器

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个工作天内

价格

简介目录图表

自2022年8月签署CHIPS法案以来，美国持续对中国出口芯片实施限制。国产芯片的发展已成为当务之急，中国政府和企业之间争论不休。

本报告分析了中国 CPU 供应商、云服务提供商和初创企业在服务器处理器方面的发展。

内容

Chapter 1 CHIPS 法收紧美国对华芯片出口

华为因诸多限制出售x86服务器业务
美国的限制从高端芯片出口扩展到先进的 EUV 系统

第2章中国政府对使用国产芯片的服务器厂商的支持

中国的内部服务器份额和内部芯片的日益普及
主要使用国产芯片的中国电信服务器招标

第三章美国禁令加速中国国产芯片发展

中国充分利用有限的製造能力，加快发展国产服务器 CPU
中国云服务提供商开发 AI 加速器和 DPU 以提高数据中心效率
受美国禁令影响的初创公司 AI 和数据中心处理器开发

第四章MIC透视

美国不断与中国断绝关係，国产芯片成为中国国家战略
中国量产成熟的服务器芯片，短期替代品

附录

公司名单

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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

简介目录图表

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.