In a significant pivot from reliance on foreign technology, China has introduced new guidelines aiming to phase out U.S. microprocessors, specifically those from industry giants Intel and AMD, from its government personal computers and servers. This move, as reported by the Financial Times, signals a strong push towards utilizing domestic technological resources.
Key Aspects of China’s New Tech Strategy:
- Microprocessor Transition: The guidelines prioritize the exclusion of Intel and AMD microprocessors in favor of Chinese alternatives.
- Software Shift: There’s a concerted effort to move away from Microsoft Windows and foreign database software, with a preference for local solutions.
- Procurement Criteria: Government entities are now required to consider “safe and reliable” technology when making purchases, a term that significantly leans towards domestic products.
| Requirement | Previous Preference | New Preference |
|---|---|---|
| Microprocessors | Intel, AMD | Domestic Brands |
| Operating Systems | Microsoft Windows | Domestic OS |
| Database Software | Foreign-made | Domestic Solutions |
Recent Developments:
- In late December, China’s industry ministry released lists identifying CPUs, operating systems, and databases deemed “safe and reliable,” all of which are produced by Chinese companies. This list is valid for three years post-publication.
- The State Council Information Office has yet to respond to inquiries regarding this strategic shift.
Global Context:
- The United States has been working towards strengthening its semiconductor production capabilities, largely to reduce dependency on Chinese and Taiwanese imports. The CHIPS and Science Act of 2022 is a cornerstone of this effort, offering financial incentives for the domestic production of advanced semiconductor chips.
Company Responses:
- As of this reporting, neither Intel nor AMD has publicly responded to the new guidelines set by the Chinese government.
China’s decision to replace U.S. technology with domestic alternatives in its government operations marks a pivotal moment in the global tech landscape. This move not only underscores China’s ambition to be self-reliant in the technology sector but also reflects the ongoing shifts in global power dynamics, especially in the semiconductor industry.
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