It goes without saying that Sino-American relations will not improve. The Chinese government has already voiced its displeasure at the announcement. A representative of the Ministry of Commerce has indicated that this decision will generate new pressure on business-to-business compliance policies on the one hand. On the other hand, it is likely to have a negative impact on the semiconductor market. Finally, Beijing points out that this decision runs counter to the rights of both Chinese and American companies.
The new sanctions apply to components (or machines) whose computing power exceeds 70 TFLOPS. Clearly, this threatens the 4090D with its 73.5 TFLOP of power, or the NVIDIA H20 with its 74 TFLOP.
On the other hand, there are some relaxations, notably in the policy of presumption of deniability towards China or Macau, for example. Moreover, exports of AI chips will be handled on a case-by-case basis.
What’s more, it’s not impossible that the price of RTX 4090Ds could skyrocket in the near future, especially if their supply from China is threatened.
