原文標題：
美國禁AMD、輝達晶片出口中國！外資：對台積電營收影響最多2％
原文連結：
https://ec.ltn.com.tw/article/breakingnews/4044233
發布時間：2022/09/01 11:00
記者署名：卓怡君
原文內容：
〔記者卓怡君／台北報導〕美國傳出禁止AMD（超微）與nVidia（輝達）高階AI與伺服器
晶片出口中國，衝擊AMD與nVidia股價重挫，外界擔心恐對台積電（2330）營收帶來影響
，對此亞系外資指出，若美國全面禁止AI與HPC晶片銷往中國，未來潛在影響大，對台積
電營收影響最多2%，短線可能影響台積電股價，但其實營收衝擊僅有0.5-2%，仍在可控範
圍，建議可逢低布局。
根據nVidia最新公告，美國政府要求未來出口中國需要新的許可，短期可能影響A100與
H100 GPU出貨，法人估算，佔第3季營收約4億美元，比重為7%，若AMD也同樣適用新法，
可能影響台積營收0.5-1%營收。
亞系外資分析，nVidia與AMD兩家約來35%營收來自資料中心，假如3分之1銷往中國，去年
nVidia與AMD兩家客戶佔台積電營收約16%，短期可能影響台積電股價，但事實上對台積營
收衝擊僅有0.5-2%，尚在可控範圍，台積電客戶分散，並持續拿到更多訂單與市佔率，有
助彌補美國新禁令的影響。
台積電今日股價跳空開低，盤中跌幅逾2.3%，再度失守500元大關。
心得/評論：
先有EDA工具被禁 後來又補上了高階數據中心科學計算顯卡
世界上兩間最能做數據中心顯卡的都被禁止出口
美中又要開始角力了
這些高階顯卡全部都是台積電高階製程的戰場
也是目前三星無法觸及的蛋糕
中國又是高階科學計算需求大國
慘那
然後新聞還在傳 也太不專業
NVIDIA 8/31最新的8-K SEC 表格都已經正式寫上了
On August 26, 2022, the U.S. government, or USG, informed NVIDIA Corporation,
or the Company, that the USG has imposed a new license requirement, effective
immediately, for any future export to China (including Hong Kong) and Russia
of the Company’s A100 and forthcoming H100 integrated circuits. DGX or any
other systems which incorporate A100 or H100 integrated circuits and the
A100X are also covered by the new license requirement. The license
requirement also includes any future NVIDIA integrated circuit achieving both
peak performance and chipto-chip I/O performance equal to or greater than
thresholds that are roughly equivalent to the A100, as well as any system
that includes those circuits. A license is required to export technology to
support or develop covered products. The USG indicated that the new license
requirement will address the risk that the covered products may be used in,
or diverted to, a ‘military end use’ or ‘military end user’ in China and
Russia. The Company does not sell products to customers in Russia.
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