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Recently, according to foreign media reports, Nvidia said in a statement submitted to SEC that it received notification from the US government on August 26 that it had implemented new licensing requirements for any future export of A100\ H100 chips to China (including Hong Kong) and Russia, effective immediately. In addition, chips with future peak performance and Iamp O performance equal to or higher than A100 are within the scope of the new license requirements. Nvidia said in an interview with the media that it is negotiating with Chinese customers about alternative products. Although it is applying for a new license to extend China's export projects, it is not clear whether an exemption can be granted.

It is understood that Nvidia, AMD this restricted export of the chip is mainly used for cloud data center high-performance AI chip, mainly used for artificial intelligence algorithm training. At present, the new car-building forces in China, such as Lai Automobile, Xiaopeng Automobile, and so on, are all building self-driving training centers based on the Nvidia A100. This restriction will also have a certain impact on the self-driving of domestic smart cars. With regard to the Nvidia A100\ H100 restriction, some self-driving companies also said: it has a great impact, and relevant countermeasures are being studied, and seeking domestic replacement may be the next way out.

In response to the news, Xiaopeng founder he Xiaopeng forwarded the message and said: the bad news is that this will pose a challenge to all self-driving cloud training, and the good news is that we have bought back the demand for the next few years in advance. We will overcome all difficulties and will obviously surpass our competitors'"fully self-driving" of the next generation of intelligent assisted driving, which will really hit the ground on a large scale across the country next year.

With regard to he Xiaopeng's speech, Wang Yunpeng, vice president of Baidu, also posted a picture of he Xiaopeng: when we stayed up all night to discuss how to increase investment, accelerate innovation, and achieve self-reliance in cutting-edge science and technology, we suddenly saw such remarks. I really feel a little sad. As an entrepreneur with a mission and a sense of responsibility, what he should do is to lead the enterprise to innovate independently and promote the development and progress of the industry, instead of hurriedly saying "I'm fine" to the capital market, the pattern is too small.

It is worth noting that in recent years, the lack of core has been affecting the development of the automotive industry, but also restricting the production capacity of automakers, not only limited to high-performance AI chips used in cloud data centers. Earlier, he Xiaopeng posted a piece about the online video chip of Koda Duck on his personal Weibo. It said that with the gradual recovery of the automobile supply chain, the Koda Duck video reflects the current state of their supply chain team. Recently, we checked carefully again that the absolute number of chips in a smart car is more than 5000, involving hundreds of kinds. Many "Pengyou" told him that he had the resources to solve the chip problem, but this chip is not the other chip, and many of the chips currently out of stock are proprietary chips. In fact, most of the chips that are missing are cheap chips, rather than those that need to start a business or are very expensive.

In May this year, he Xiaopeng also said in response to the earlier release of Koda Duck's online core-seeking video at the Guangdong-Hong Kong-Macau Greater Bay Area auto show that after he released the video of urgently asking for chips, some government agencies have taken the initiative to contact us, and they have some chips that can help us. We're communicating. There are also some people who offer chips with a cost of only single digits at a price of more than 1,000 yuan. "they quote 3000, 2700, 2500 yuan, but the purchase cost is only 3.50 yuan or 7 yuan, which adds hundreds of times the price to the chip merchant." What's more, it is pointed out that in addition to strengthening supplier cooperation, the next step is to establish a strong team to adjust and upgrade the relevant technologies of the vehicle platform according to the chip supply dynamics within a few months.

With the rapid development of new energy vehicles, the shortage of chips has become a thorny problem that the whole automobile industry is facing. Although the problem of core shortage has eased somewhat after entering 2022, it is still the focus of the automotive industry, including the skyrocketing price of chips. After entering August, the price of some automobile chips has dropped, but the supply is still tight. Some people in the industry pointed out that with the gradual improvement of the domestic epidemic situation and the gradual recovery of the automobile consumer market, the production capacity of automobile chips is still unable to meet the huge demand of the automobile market. In addition, according to the latest data from auto industry data forecasting company AutoForecast Solutions, the global auto market has reduced production by about 2.9973 million vehicles this year due to chip shortage. AFS predicts that cumulative production cuts in the global car market are expected to climb further to 3.8362 million this year.

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