On March 6, according to people familiar with the matter, U.S. officials have drafted a regulatory draft plan to expand AI chip export controls to a global scale. This move will have a major impact on the global AI industrial chain, with international chip giants such as Nvidia and AMD bearing the brunt.
According to the proposed regulations, the United States will grant Washington extensive power to decide whether and under what conditions other countries can build AI model training and operation facilities. Enterprises need to apply for permission from the United States to export almost all artificial intelligence accelerators produced by companies such as Nvidia and AMD. Previ ously, U.S. AI chip controls only covered about 40 countries; this expansion to the global scope will further restrict the technological circulation and development of the global AI industry.
Affected by this news, the global AI chip sector fluctuated sharply, and the stock prices of companies such as Nvidia and AMD are under pressure. However, domestic AI chip and related industrial chain enterprises are expected to usher in development opportunities. At present, China is accelerating the independent research and development of core AI technologies and gradually reducing its dependence on overseas chips. This expansion of U.S. controls may force domestic enterprises to accelerate technological breakthroughs and promote the import substitution of domestic AI chips.
At the same time, the relevant demand brought by AI development continues to heat up, and the trend of “fiber in, copper out” in data centers is obvious. Many listed companies have laid out the Micro LED optical connection field. According to a survey by TrendForce, the unit transmission energy consumption of the Micro LED CPO solution is only 5% of that of the copper cable solution, which can meet the high-speed transmission and energy-saving needs of data centers, and is expected to become a key route for optical interconnection substitution. Relevant layout enterprises are expected to continue to benefit.
