The Impact of U.S. Chips and Science Act 2022 on China's Homegrown Server Processors (pre-order)
Since the CHIPS and Science Act signed into law in August 2022, the U.S. has imposed a series of restrictions on chips exports to China. The urgency to develop homegrown chips has driven heated discussions between the Chinese government and businesses. This report analyzes the development of server processors by Chinese CPU (Central Processing Unit) suppliers, cloud service providers, and startups.
1. THE US TIGHTENING CHIP EXPORTS TO CHINA VIA CHIPS AND SCIENCE ACT
1.1 Huawei Sells x86 Server Business due to Numerous Restrictions
1.2 U.S. Limits Expand from Exports of High-end Chips to Advanced EUV Systems
2.CHINA'S GOVERNMENT SUPPORTS SERVER VENDORS USING HOMEGROWN CHIPS
2.1 China's Share of Homegrown Servers and Adoption of Homegrown Chips Increases
2.2 Chinese Telecoms' Server Tenders Adopt Homegrown Chips Largely
3.U.S. BAN PUSHES CHINA TO SPEED UP DEVELOPING HOMEGROWN CHIPS
3.1 China Speeds Up Developing Homegrown Server CPUs with Constrained Manufacturing Capabilities
3.2 Chinese Cloud Service Providers Develop AI Accelerators and DPUs to Improve Data Center Efficiency
3.3 AI and Data Center Processor Development of Startups May be Affected by Next U.S. Ban
4.MIC PERSPECTIVE
4.1 Homegrown Chips Become China's National Strategy as the U.S. Continues to Decouple from China
4.2 China Likely to Manufacture Mature Server Chips Massively as Short Term Replacement
Appendix
List of Companies
1.1 Huawei Sells x86 Server Business due to Numerous Restrictions
1.2 U.S. Limits Expand from Exports of High-end Chips to Advanced EUV Systems
2.CHINA'S GOVERNMENT SUPPORTS SERVER VENDORS USING HOMEGROWN CHIPS
2.1 China's Share of Homegrown Servers and Adoption of Homegrown Chips Increases
2.2 Chinese Telecoms' Server Tenders Adopt Homegrown Chips Largely
3.U.S. BAN PUSHES CHINA TO SPEED UP DEVELOPING HOMEGROWN CHIPS
3.1 China Speeds Up Developing Homegrown Server CPUs with Constrained Manufacturing Capabilities
3.2 Chinese Cloud Service Providers Develop AI Accelerators and DPUs to Improve Data Center Efficiency
3.3 AI and Data Center Processor Development of Startups May be Affected by Next U.S. Ban
4.MIC PERSPECTIVE
4.1 Homegrown Chips Become China's National Strategy as the U.S. Continues to Decouple from China
4.2 China Likely to Manufacture Mature Server Chips Massively as Short Term Replacement
Appendix
List of Companies
LIST OF TABLES
Table 1 Processor Specifications for Chinese Telecoms' Server Tenders
Table 2 Chinese Homegrown Processors - CPU
Table 3 Chinese Homegrown Processors – AI Accelerators and DPUs Developed by Cloud Service Providers
Table 4 Chinese Homegrown Processors – AI Accelerators and DPUs Developed by Startups
Table 1 Processor Specifications for Chinese Telecoms' Server Tenders
Table 2 Chinese Homegrown Processors - CPU
Table 3 Chinese Homegrown Processors – AI Accelerators and DPUs Developed by Cloud Service Providers
Table 4 Chinese Homegrown Processors – AI Accelerators and DPUs Developed by Startups
LIST OF FIGURES
Figure 1 China's Server Industry Chain
Figure 1 China's Server Industry Chain
