Las regulaciones de exportación obstaculizan los planes de China para procesadores personalizados basados en brazos
The US argues that Arm’s Neoverse V1 IP is not only a product from UK’s Arm but a design made in the US as well, meaning that it is a US technology. Since Alibaba’s T-Head group responsible for designing processors that go into Alibaba’s cloud services can not use Neoverse V1, it has to look for alternative solutions. The Neoverse V1 and V2 can not be sold in China, while Neoverse N1 and N2 can. Alibaba’s T-Head engineer argued, “We feel that the western world sees us as second-class people. They won’t sell good products to us even if we have money.”
These new sanctions also impact other Shenzen-based chip design companies. One of them has noted that switching from Neoverse V1 to Neoverse N2 will take them longer to achieve their goals, as “V1’s overall performance will kill N2 on all fronts.” A source close to FT has stated that Arm is working with its clients in China to overcome these obstacles and achieve their goals, within the limits that sanctions impose.