In recent developments reported by TrendForce, the landscape of export controls has undergone a significant expansion, encompassing not only previously restricted AI chips from industry giants NVIDIA and AMD but also their forthcoming next-generation successors. Notable additions to the list include NVIDIA's H200, B100, B200, GB200, and AMD's MI350 series, extending the scope beyond the previously known NVIDIA A100/H100, AMD MI250/300 series, NVIDIA A800, H800, L40, L40S, and RTX 4090.
In response to these regulatory changes, manufacturers in the High-Performance Computing (HPC) sector have swiftly adapted by developing products compliant with the new Trade Partnership Program (TPP) and Product Development (PD) standards. Notably, NVIDIA has introduced adjusted versions of their H20, L20, and L2 models, ensuring they remain eligible for export, thus navigating the evolving regulatory landscape.
The revelation of AMD's MI350 series suggests a refresh or potentially a new chip based on the advanced 4nm architecture, slated for launch in the latter half of this year. This underscores the industry's ongoing shift towards more advanced semiconductor technologies. It's worth noting that while the industry appears to be largely stuck at the 4nm node, Apple has made headlines by making the leap to 3nm despite challenges with low yields. This divergence in technological trajectories adds an intriguing dimension to the competitive dynamics within the semiconductor sector, emphasizing the importance of innovation and agility in navigating regulatory and technological landscapes alike.
Source: trendforce.com
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