美国对华芯片管制调整：限制光刻机购买并放宽RTX4090出口管制
近日，据腾讯科技报道，美国针对芯片出口管制进行了一次大规模的修订，涉及多达160多页的更新内容。据了解，新的出口管制条例于4月4日起正式生效。美国商务部对此次修订动作解释为“纠正意外的错误，并明确一些条款”。
此次更新的内容大体上可分为新增和修改两类。其中，新加入的管制包括对EUV掩膜、刻蚀机等制造环节设备的管控，进一步限制对华芯片技术输出。值得注意的是，此次更新中特别提到了对中国澳门地区及D:5组地区的“推定拒绝”政策。
另外，公众关注的RTX4090禁售问题也在更新细则中得到回应。据了解，美国对华芯片管制出现新的调整，在限制光刻机购买的同时，对RTX4090的出口管制有所放宽。对于备受关注的H20出口问题以及包括光刻机和上下游设备进口等相关话题，此次更新也均有提及与回应。
对此，业内专家表示，美国的这一系列动作将对中美科技竞争带来新的影响。而对于全球半导体产业链而言，这一调整或将引发新一轮的产业调整和市场竞争格局变化。
英语如下：
News Title: US Tightens Control over Chinese Chip Industry: Restricts Imports of Lithography Machines, Eases Export Rules for RTX 4090
Keywords: US chip export control to China, updated chip export regulations, restricted lithography machines
News Content:
The US Adjusts its Chip Export Control to China: Restricts Lithography Machine Purchases and Eases RTX 4090 Export Control
Recently, Tencent Technology reported that the US has made significant revisions to its chip export control regulations, with over 160 pages of updated content. It is understood that the new export control regulations will be officially effective from April 4th. The US Department of Commerce explained the revision as “correcting unintentional errors and clarifying certain provisions.”
The updated content can be roughly divided into two categories: new additions and modifications. Among them, the newly added controls include the regulation of manufacturing equipment such as EUV mask and etch machines, further limiting the export of chip technology to China. It is noteworthy that the update specifically mentions the “presumption of denial” policy for Macau and the D:5 group region in China.
In addition, the issue of the ban on RTX 4090, which has been a matter of public concern, has also been addressed in the updated details. It is understood that while the purchase of lithography machines is restricted, the export control for RTX 4090 has been eased in the latest adjustment of US chip control over China. The update also mentions and responds to issues such as the export of H20 and topics related to imports of lithography machines and upstream and downstream equipment.
Industry experts indicate that this series of actions by the US will have a new impact on the technology competition between China and the US. For the global semiconductor industry chain, this adjustment could trigger a new round of industrial restructuring and changes in market competition landscape.
【来源】https://new.qq.com/rain/a/20240402A09O2G00
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