Several trade organizations including the Semiconductor Industry Association (SIA) and Semiconductor Equipment Materials International, have written a letter to outgoing U.S. President Joe Biden, raising concerns about new U.S. export controls, reports Reuters. The organizations, which represent chip developers, as well as producers of chipmaking tools, criticized the lack of industry consultation regarding regulations restricting the global use of American processors for AI.
The letter comes after the Biden administration introduced a three-tier licensing system for U.S. made AI processors (such as Nvidia's H100 or B200 GPUs), requiring most countries to obtain licenses. High-bandwidth memory (HBM), essential for AI GPUs and ASICs, is also set to face stricter export restrictions, especially for sales to China. These changes could have significant impact on U.S. companies like AMD, Broadcom, Intel, Nvidia, and Micron, as well as the global semiconductor market. Nvidia has heavily condemned the decision.
