US ramps up China semiconductor sanctions – October 2022 in review

2023-01-04 10:47:35
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Looking back at October, we see the US government began to try and squeeze Chinese chip companies with increasingly tough controls.

Donald Trump may be ancient history (we hope), but his trade war with China lives on through current incumbent of the White House, Joe Biden.

October saw Joe Biden’s US government step up export controls on Chinese semiconductor companies. New restrictions were put in place to stop Chinese companies buying advanced chips made in the US, as well as the kinds of equipment Chinese foundries need to design their own. The sanctions have been put in place to try and maintain US tech supremacy and limit China’s ability to develop advanced artificial intelligence and quantum computing systems.

US President Joe Biden wants to keep all his chips close at hand. (Photo by SAUL LOEB / AFP)

Elsewhere, US businesses were banned from selling Chinese customers the machines used in the production of sub-14 nanometer semiconductors, the same used to make the world’s most advanced chips. Additionally, any business with operations in the US is now banned from exporting any chipmaking equipment to Chinese customers that cannot be provided by foreign competitors.

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The sanctions impact a host of key companies in the chip supply chain. Lam Research, Applied Materials and KLA Corporation are taking steps to comply with the rules, while US vendors AMD and Nvidia had previously been instructed not to sell AI chips to China or face government action. Elsewhere, US tech companies including Dell and HPE, which offer servers with advanced chips in them to Chinese clients, could be impacted. Nvidia would later come up with GPUs designed specifically for the Chinese market to avoid the controls.

So while the sanctions make sense geopolitically, the China semiconductor restrictions are likely to hit many US businesses in the pocket. “The semiconductor industry relies on both US IP and the Chinese chip market, and the US chip industry derives over 30% of its revenues from its China sales,” said GlobalData analyst Mike Orme. “A further blockading of China would threaten the future of the US chip companies. This is the serious conundrum facing the industry – in hurting China to protect its sovereignty, the US will hurt its most important strategic industry.”

Don’t buy emotion-analysing AI, ICO warns tech leaders

Advances in AI have been myriad throughout 2022, but detecting emotions remains beyond of its capabilities, according to the Information Commissioner’s Office.

The ICO warned companies to avoid buying emotion analysing artificial intelligence tools as it is unlikely the technology will ever work and could lead to bias and discrimination. Businesses that do deploy the technology could face swift action from the data regulator unless they can prove its effectiveness.

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Emotional analysis technologies take in a number of biometric data points including gaze tracking, sentiment analysis, facial movements, gait analysis, heartbeats, facial expressions and skin moisture levels and attempt to use the data to determine or predict someone’s emotional state.

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But there’s a problem. Deputy information commissioner Stephen Bonner told Tech Monitor “there is no evidence this actually works and a lot of evidence it will never work.”

Bonner went on to say that the bar for a company being investigated if it does implement emotional analysis AI will be “very low” due to the warnings being issued now.

“There are times where new technologies are being rolled out and we’re like, ‘let’s wait and see and gain a sense of understanding from both sides’ and for other legitimate biometrics we are absolutely doing that,” he said. But in the case of emotional AI, he adds that there is “no legitimate evidence this technology can work.”

More from October 2022: Will new PM Rishi Sunak keep ‘tech superpower’ promise?

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参考译文
美国加大对中国半导体的制裁——正在审查2022年10月
回顾十月,我们看到美国政府开始尝试通过日益严格的管控措施,对中国芯片企业施加压力。唐纳德·特朗普或许已成为远古历史(我们希望如此),但其与中国发动的贸易战则通过现任白宫主人乔·拜登延续了下来。10月,乔·拜登领导的美国政府加大了对中国半导体企业的出口管制。新的限制措施出台,阻止中国企业购买美国制造的先进芯片,也限制了中国企业获得用于自主设计所需的设备。这些制裁旨在维持美国的科技霸权,同时限制中国发展先进的人工智能和量子计算系统。美国总统乔·拜登希望将所有芯片牢牢掌控在自己手中。(照片由SAUL LOEB / AFP提供)此外,美国企业被禁止向中国客户出售用于制造14纳米以下半导体的设备,而这些设备正是制造全球最先进芯片所必需的。另外,任何在美国设有业务的企业,现在都被禁止向中国客户出口只能由外国竞争对手提供以外的芯片制造设备。 公司情报 查看所有报告 查看所有数据洞察 查看所有内容 这些制裁对芯片供应链中众多关键企业产生了影响。Lam Research、Applied Materials 和 KLA Corporation 等公司已采取措施以符合相关规则,而美国芯片厂商AMD和NVIDIA此前已被要求不得向中国出售AI芯片,否则将面临政府的行动。此外,像戴尔(Dell)和HPE(Hewlett Packard Enterprise)等为客户提供搭载先进芯片服务器的美国科技公司,也可能受到影响。NVIDIA后来推出了专为中国市场设计的GPU,以规避管控。因此,尽管这些制裁在地缘政治上有其合理性,但对中国芯片产业的限制措施很可能会对许多美国企业造成经济上的打击。 GlobalData 分析师 Mike Orme 表示:“芯片行业依赖于美国的技术知识产权(IP)和中国市场,美国芯片行业超过30%的营收来自中国市场销售。”他进一步指出,“如果进一步封锁中国市场,将危及美国芯片公司的未来。这是这个行业目前面临的严重困境——为了保护自身主权而伤害中国,美国也同时在伤害自己最重要的战略产业。” ICO警告科技领袖:不要购买情绪分析AI 2022年AI技术取得了诸多进展,但情感检测仍超出其能力范围,英国信息专员办公室(ICO)如是表示。该机构警告企业不要购买情绪分析人工智能工具,因为该技术几乎不可能真正有效运行,并可能引发偏见与歧视。如果企业部署此类技术,除非能证明其有效性,否则将面临数据监管机构的迅速行动。 内容来自我们的合作伙伴: 如何为下一次网络攻击做好持续准备 采用B2B2C模式如何帮助制造商更贴近消费者 技术与创新如何推动后疫情时代物流行业复苏 情绪分析技术通常会获取多种生物特征数据点,包括眼球追踪、情感分析、面部表情、步态分析、心跳、皮肤湿度等,并试图通过这些数据来判断或预测某人的情绪状态。 查看所有电子报 注册我们的电子报 数据、洞察和分析直接送达您邮箱 由《Tech Monitor》团队提供 点击此处注册 但这里存在一个问题。信息专员办公室副专员Stephen Bonner告诉Tech Monitor:“没有证据表明这些技术真正有效,而且有很多证据表明它们永远不会有效。”他进一步表示,由于目前已发出警告,如果企业采用情绪分析AI,被调查的门槛将会“非常低”。他说:“有时候新技术推出时,我们会采取观望态度,从两方面收集理解,例如对其他合法的生物特征技术,我们确实是在这么做。”但他也补充道,在情绪人工智能(AI)这个案例中,“没有合法证据表明这项技术可以发挥作用”。 更多2022年10月内容:新任首相里希·苏纳克将如何兑现“科技强国”承诺? 本文主题:
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