AMD considers making a specific A.I. chip for China to comply with export controls

AMD stated it sees a chance to develop a man-made intelligence chip particularly for the Chinese market to adjust to U.S. export curbs, in a transfer that might comply with rivals Nvidia and Intel.

Lisa Su, CEO of AMD, stated on an earnings name late Tuesday that China is an “important” market and that the semiconductor large needs to be totally compliant with U.S. export controls.

“As we think about certainly the accelerator market, our plan is to of course be fully compliant with U.S. export controls but we do believe there’s an opportunity to develop products for our customer set in China that is looking for AI solutions and we’ll continue to work in that direction,” Su stated.

Accelerator chips are the type of semiconductors required to coach large quantities of information for synthetic intelligence purposes.

AMD is gearing as much as improve manufacturing of its MI300 chip which it’s positioning as a rival to Nvidia’s graphics processing items used for AI coaching. Nvidia dominates the market however AMD is hoping to problem it with its newest chip.

Earlier this 12 months, the U.S. authorities restricted Nvidia from promoting its A100 and H100 chips to China. The H100 is considered one of Nvidia’s key AI chips. Nvidia determined to create a chip with tweaks to the H100’s specs that complied with the export curbs.

Intel additionally made a modified model of its its Gaudi 2 AI chips for the Chinese market.

China stays a profitable marketplace for U.S. chipmakers, specific in AI the place there are few homegrown alternate options to the likes of Nvidia.

For AMD, quite a bit is using on its MI300 AI chip because it seems to be to tackle Nvidia. The firm is anticipating the chip to assist it quickly develop its information middle business for the remainder of the 12 months.

Su stated AMD is taking a look at round 50% progress within the second half of the 12 months versus the primary half in its information middle business, partly because of the brand new AI chip.