Picture

Questions?

+1-866-353-3335

SEARCH
What are you looking for?
Need help finding what you are looking for? Contact Us
Compare

PUBLISHER: MIC - Market Intelligence & Consulting Institute | PRODUCT CODE: 1211709

Cover Image

PUBLISHER: MIC - Market Intelligence & Consulting Institute | PRODUCT CODE: 1211709

The Impact of U.S. Chips and Science Act 2022 on China's Homegrown Server Processors

PUBLISHED:
PAGES: 12 Pages
DELIVERY TIME: 3-5 business days
SELECT AN OPTION
PDF (Single User License)
USD 1100

Add to Cart

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.

Table of Contents

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

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

List of Figures

  • Figure 1 China’s Server Industry Chain
Product Code: SCRPT23020201

Table of Contents

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

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

List of Figures

  • Figure 1 China’s Server Industry Chain
Product Code: SCRPT23020201

List of Topics

The impact of the U.S. Chips and Science Act on China, touching on the development of server processors by Chinese CPU suppliers, cloud service providers, and startups.

How the Chinese government has supported local server suppliers using homegrown chips and includes Chinese telecoms' decision to adopt more homegrown chips.

The impact of the U.S. ban on the development of China's homegrown chips and how this has helped accelerate the development.

Companies covered

  • 21Vianet
  • Alibaba
  • AMD
  • Applied Materials
  • AWS
  • Baidu
  • ByteDance
  • Cambricon
  • China Mobile
  • China Telecom
  • Corigine
  • Dawning Information Industry
  • Dayu
  • Dell
  • Dexin
  • Digital China Group
  • Digital Reality
  • Equinix
  • Fiberhome Telecommunication
  • Foxconn
  • Global Data Solutions
  • GlobalFoundries
  • Google
  • Huawei
  • Hygon Information Technology
  • IBM
  • Iluvatar Corex
  • Inspur
  • Intel
  • Inventec
  • JaguarMicro
  • KLA
  • Lam Research
  • Lenovo
  • Loongson Technology
  • Microsoft
  • MiTAC
  • Nettrix
  • Nvidia
  • Pingtouge (Shanghai) Semiconductor
  • PowerLeader
  • Quanta
  • Samsung
  • Shanghai AtHub
  • Shanghai Zhaoxin Semiconductor
  • Sichuan Rainbow Consulting & Software
  • SMIC
  • Sugon
  • Supermicro
  • Tencent
  • Tsinghua Tongfang
  • Tsinghua Unigroup
  • TSMC
  • Tyan
  • VIA Technologies
  • Wistron
  • Wuhan Yangtze Computing Technologies
  • xFusion Digital Technologies
  • Yunsilicon
  • Yusur
  • ZTE
Have a question?
Picture

Jeroen Van Heghe

Manager - EMEA

+32-2-535-7543

Picture

Christine Sirois

Manager - Americas

+1-860-674-8796

Questions? Please give us a call or visit the contact form.
Hi, how can we help?
Contact us!