News U.S. Govt Restricts Shipments of GeForce RTX 4090 to China, Other Countries

[Admin]

Nvidia discloses list of GPUs restricts to be imported to China and select other countries without license.

U.S. Govt Restricts Shipments of GeForce RTX 4090 to China, Other Countries : Read more

 

[JarredWaltonGPU]

I'd like to think this could reduce prices and improve supply of the 4090, but in reality I'm sure it will have the opposite effect. Makes me wonder if this transition to making 4090 cards outside of China is already underway, and perhaps that's why we're seeing an upward trend in 4090 prices of late.

 

[ivan_vy]

I'd like to think this could reduce prices and improve supply of the 4090, but in reality I'm sure it will have the opposite effect. Makes me wonder if this transition to making 4090 cards outside of China is already underway, and perhaps that's why we're seeing an upward trend in 4090 prices of late.

more like gray market will push the prices up considering the GPU alternatives are not in the same league in performance terms, AMD is working tirelessly to improve its software stack for AI to address this issue and make more desirable its professional products.

 

[Blastomonas]

Can someone clarify which parts of these graphics cards is assembled in China? I was under the impression that the equipment to produce such cards was already a restricted export.

In practice how likely is it that this will restrict any supply in China? Im sure that they will still be available for purchase via different routes.

 

[peachpuff]

Poor jensen, one less gold plated leather jacket for him...

 

[JarredWaltonGPU]

Can someone clarify which parts of these graphics cards is assembled in China? I was under the impression that the equipment to produce such cards was already a restricted export.

In practice how likely is it that this will restrict any supply in China? Im sure that they will still be available for purchase via different routes.

I think a lot of the chip placement and soldering onto the PCB happens in China, probably the final assembly (heatsink, fans, etc.) as well. The latter is easier to move out of China, but placement and soldering of chips would be more difficult. This whole thing (keeping chips and tech from China) feels like it's going to be pretty ineffective in the long run, though.

 

[Blastomonas]

Thanks for the clarification. I see a lot of articles these days that create the impression that the tough sanctions are being applied and that they are effective, but im not convinced that they are. I also wonder if nvidia and other companies believe that the sanctions are a good idea in principle or if they are only concerned with potential lost revenue. The cynical part of me would not be completely surprised if there are some work arounds.

 

[TCA_ChinChin]

I think a lot of the chip placement and soldering onto the PCB happens in China, probably the final assembly (heatsink, fans, etc.) as well. The latter is easier to move out of China, but placement and soldering of chips would be more difficult. This whole thing (keeping chips and tech from China) feels like it's going to be pretty ineffective in the long run, though.

They are about 10 years too late if they wanted to keep China from developing a domestic compute capability. I don't think anyone could have predicted how things would have gone 10 years ago though.

 

[JamesJones44]

They are about 10 years too late if they wanted to keep China from developing a domestic compute capability. I don't think anyone could have predicted how things would have gone 10 years ago though.

I'm not so sure about that... There were several people who came out after Clinton officially opened the US companies to doing open business in China around the 2000s that felt it would end badly. In 2000 the US and other countries were already having issues with IP theft, yet congress and POTIS pushed the deal through anyway.

https://carnegieendowment.org/2000/03/20/why-rush-to-favor-china-pub-236

 

[ivan_vy]

All this fuss about china spying, putting backdoors in telecoms tech, and restrictions to prevent acces to hardware... And Cisco announced today a 0 day exploit on 10s of thousands of its systems being actively exploited in the wild... And it's not the first. I guess the same scrutiny doesn't apply to domestic tech.

These restrictions do nothing but damage the global free market economy and push the Chinese to become even more self-dependant. Anyone with half a brain knows the current restrictions have done next to nothing to stem advanced chip development in China, if the new hisilicon chip is anything to go by, but rather have forced china to invest in its own industries, hence why SMIC can now manufacture 7nm chips. The advanced stuff being restricted obviously has the potential for nefarious applications, but it's billed as a national security measure to slow Chinese military hardware development... You don't need a cutting edge RTX4090 to power a generation 5 jet fighter... You need a reliable and tested MCU probably based on a z80 or using risc V. This cutting edge military hardware was designed 15-20 years ago with that tech.

I fear that continued restrictions will fragment the global computing market, and not to the benefit of the US, if it does indeed decide to restrict access to RISC-V the rest of the world won't follow suit, so it's a self destructive policy. Why do business in the US if you can't do global business with other major economies. China is going to develop domestic tech on par with US domestic tech within the next few years, but without US oversight or control over hardware they used to make that china bought.

true, military tech no need to be cutting edge but reliable, if the ban happened 20 years ago it would be effective but the profits were so sweet for corporations to let pass on cheap manufacturing , now it just forces them to speed up the development.

 

[alan.campbell99]

Was Saudi Arabia included in previous restrictions? I had figured this was mostly about restricting China, Russia and Iran.

 

[vertuallinsanity]

Some clarification (I hope..)


° All the Nvidia chips in question were produced by Samsung which is based in S. Korea.

° Three of their eight plants are in China. Four in Korea. One in the US.

° The 4090 is currently packaged by TSMC. It is not packaged in China.

° Nvidia is shopping and Samsung wants in on chip production & packaging.

Samsung Elec to provide HBM3, packaging service to Nvidia - KED Global

Samsung Electronics Co., the world’s top memory chipmaker, is set to provide high-performance semiconductors and packaging service to the global chip des

www.kedglobal.com

° Global politics aside, Samsung or TSMC has the ability to keep delivering product for Nvidia.

 

[Li Ken-un]

Was Saudi Arabia included in previous restrictions? I had figured this was mostly about restricting China, Russia and Iran.

You’re surprised about Saudi Arabia, but not the fact that Vietnam is also on the list? I’m pretty sure a lot of U.S. companies were even recently talking about moving operations from China to Vietnam.

 

[thisisaname]

I'd like to think this could reduce prices and improve supply of the 4090, but in reality I'm sure it will have the opposite effect. Makes me wonder if this transition to making 4090 cards outside of China is already underway, and perhaps that's why we're seeing an upward trend in 4090 prices of late.

The trend is upwards as nothing else is close to being as fast and supply is not keeping up with demand?

 

[ex_bubblehead]

This shouldn't have to be repeated but it seems that some people just don't get it.

Keep the politics out of these threads. There have already been some ejections. If there is any more of it past this point there will be more and the thread will be locked. This is your only warning.

 

[wr3zzz]

This reminds me how Sony used to brag about how PS was so powerful the company would not export it to China for "national security" but only some years later lobbied hard trying to get PS4 certified in China before Xbox One.

I think there was a comment from The Pentagon back when Sony made that boast of export restriction and the reply was that if PLA really wants to get their hands on a Playstation they could just walk into the nearest Best Buy.