Last Updated Apr - 17 - 2025, 04:38 PM | Source : Fela Nws
Intel will now need licenses to sell certain advanced AI chips to China, aligning with fresh US export restrictions. The move follows Nvidia's $5.5B warning and
According to the Financial Times, American semiconductor giant Intel has notified its Chinese customers that it will now require a license to sell certain high-performance AI chips. This development follows closely on the heels of Nvidia’s warning about a potential $5.5 billion revenue loss due to new U.S. export restrictions on its AI processors designed for the Chinese market. Dutch chip equipment maker ASML also expressed concerns about its financial outlook earlier in the day.
Under CEO Lip-Bu Tan, Intel informed clients last week that a license would be needed to export chips to China if they meet specific bandwidth thresholds: 1,400 GB per second or more for DRAM, 1,100 GB per second or more for I/O, or a combined total exceeding 1,700 GB per second.
Both Intel's Gaudi lineup and Nvidia's H20 chips surpass these performance metrics, the report noted.
Intel has not yet commented on the matter publicly. The company’s shares fell by more than 3% on Wednesday, mirroring declines across the chip sector, as President Donald Trump’s evolving trade stance continues to cast uncertainty over the semiconductor industry. After a strong two-year surge, the AI chip market is now facing headwinds from trade tensions and cautious tech-sector spending.
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