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Resetting global semiconductor supply chains is proving to be a messy business.
Industry officials warn that potential new restrictions on the sale of
artificial intelligence semiconductors to China could come with a hefty
long-term cost for the American chip sector. The WSJ’s Asa Fitch and
Yuka Hayashi report the Biden administration is considering new export controls that would prevent companies from shipping chips used to create powerful AI systems to China without first obtaining a license. Colette Kress, CFO at chip maker Nvidia,
says such restrictions would cost U.S. manufacturers the opportunity
“to compete and lead in one of the world’s largest markets.” The outsize
demand for AI chips
may soften the blow. There’s a shortage of the high-performance chips
needed to build big language-generating AI systems like OpenAI’s ChatGPT, although Nvidia has said it is securing more supplies in the second half of the year.
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