The US government is considering further restrictions on China's access to chip technology required for AI, aiming at new hardware that's hitting the market: GAA (Gate-All-Around) technology and HBM, two key parts of AI chips.
China would have its access to Gate-All-Around (GAA) transistor technology blocked, which is used to manufacture bleeding-edge chips, as well as access to High Bandwidth Memory (HBM), which comes in many forms: HBM3 has been powering NVIDIA's current-gen Hopper H100, while ultra-fast HBM3E is inside Blackwell B200, and HBM4 is coming shortly.
GAA nanosheet technology improves density while providing power and performance improvements, but it's only used on the most cutting-edge process nodes. Samsung has been using GAA technology with its 3nm node, Intel will use GAA in its upcoming Intel 20A node, and TSMC will use GAA with its upcoming A16 process node.
US Commerce Secretary Gina Raimondo has repeatedly said that the US will use new restrictions to keep the most advanced AI out of Beijing's hands over "fears that it could give an edge to China's military," reports Reuters. Reuters adds that the Biden administration is "running against the clock" on issuing additional regulations before the November presidential election and "juggling which technologies to prioritize."
The new rules aren't finalized just yet, with industry officials criticizing the first version as "overly broad." However, it's still unclear whether the ban would restrict China's ability to develop its own GAA chips, or whether the US government could block overseas companies from selling their products to Chinese electronics manufacturers.
You know, kinda like the US demanding that ASML stop servicing its machines that have already been sold to China. We reported a few months ago that the Biden administration wanted the Netherlands-based ASML -- who makes the world's leading-edge High-NA EUV lithography machines -- to stop servicing equipment sold to Chinese companies.
