美國將管制中國高科技領域的投資?

In Market Shorts
September 15, 2022
白宮官員透露,美國對境外晶片商的投資活動,受到拜登政府矚目。不過,華盛頓當局還未確定是否要規管美國對中投資。
路透社14日報導,熟知詳情的消息人士透露,白宮一直在研究一項行政命令,考慮允許華盛頓政府檢視、阻擋美國對境外高科技領域的特定投資,尤其是在中國,理由是美國國安可能受到威脅。行政命令最快也許今(2022)年第四季就會發布。
報導指出,商務部向成員更新的資訊顯示指拜登總統將會在今秋就會發布一項更具針對性且量身打造的境外投資行政命令。
據報導,財政部、商務部都會參與行動,一開始將瞄準半導體、人工智慧(AI)及量子科技領域。
分析顯示,中國知名大學及國家研究機構,都相當仰賴輝達(Nvidia Corp.)遭華盛頓當局禁止出口的先進晶片來支援其AI發展。
南華早報報導,天數智芯(Iluvatar Corex)科技長Lu Jianping 14日在芯謀研究(ICwise)舉辦的線上論壇也提到,輝達掌控95%用來訓練AI模型的全用途繪圖處理器(GPU)市場。他說,雖然中國業者也開始研發自家GPU,卻不足以挑戰超微(AMD)及輝達。
根據報導,天數智芯可望成為美國限制AI晶片出口的主要受惠新創業者。該公司9月稍早在上海2022年世界AI會議上表示,旗下花四年研發的天垓(Tiangai) 100 GPU,至今已接獲2.3億元人民幣(3,300萬美元)訂單。

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