ON Semiconductor to Close Quantenna-Linked Division

Recently, American chip manufacturers AMD and Nvidia have successively received notices from the headquarters to cut off the supply of high-end GPU chips to customers in China, including Nvidia A100, H100 and AMD's MI250 chips.

According to the latest report from the Taiwanese media "Economic Daily", market news reports that Nvidia has placed an order for TSMC for super hot runs, and will produce some products originally scheduled to be shipped in 2023 in advance, with a total of about 5,000 pieces, which will last until the end of October this year. Delivery starts in early November, and the delivery time for related urgent items will be greatly shortened, from the original estimated 5-6 months to 2-3 months.

The report pointed out that although NVIDIA has obtained the US license, the US customers that support the A100 chip will only support the A100 chip until March 1 next year. Once the buffer period in the United States expires, whether it can be re-exported will need to apply again. Therefore, it is judged that NVIDIA has placed an urgent order with TSMC. is possible.

It is reported that on the evening of September 1, Nvidia issued an announcement saying that the U.S. government has authorized exports, re-exports and domestic transfers to continue the development of the H100 integrated circuit; the authorization also allows the company to be a U.S. customer of the A100 GPU before March 1, 2023 Provide necessary export support; in addition, the U.S. government authorizes order fulfillment and logistics for A100 and H100 through the company's Hong Kong facility until September 1, 2023.