The US government is preparing to formulate a new set of export control rules to strengthen restrictions on the export of NVIDIA advanced AI GPUs to Malaysia and Thailand, and prevent these chips from being transferred to China under the current ban.
According to reports from foreign media such as Bloomberg, in the preliminary draft, the US Department of Commerce planned to require enterprises to obtain export permission from the US government before exporting AI GPUs to Malaysia and Thailand. The plan has not yet been finalized, but it will be a new measure for the US to once again strengthen restrictions on China's actual use of high-efficiency AI GPUs.
As many American technology giants (such as Oracle) have data centers locally, the specific restrictions are still to be cleared. One of the suggestions is to allow only export of AI chips to US headquarter companies with subsidiaries locally, and limit the use of these companies themselves.
Reported that these measures will be included in the AI Diffusion policy.
Previously, Singapore was officially listed as one of the main sources of NVIDIA's acquisitions, but the outside world doubts whether any products actually flow to China after being sold in Singapore. In this regard, NVIDIA denies that its GPUs eventually flow to China, and emphasizes that related chips are sold to Singapore, but the final use is beyond the grasp.
It is generally believed that Singapore has become the New Year for high-level NVIDIA GPUs to China and other sanctioned countries. However, unlike Singapore, Malaysia and Thailand do not see the main doubts about NVIDIA GPU smuggling.
Malaysia is not listed as the main source of NVIDIA's acquisition, and the outside world is not clear about the company's actual sales in the local area. But in the past few seasons, Malaysia has become the main destination for a large number of computing equipment and components imported from Taiwan. In addition, the country is also used to avoid the import taxes of the US goods made in China, which may be another reason for the US Department of Commerce's concern.
As for Thailand, it is suspected to be one of the New Years smuggled by NVIDIA GPUs to China, but due to the lack of formal information, it is currently impossible to determine whether the situation is true.
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