The British “Financial Times” reported on Sunday (March 24) that the Chinese government issued new procurement guidelines on personal computers and servers means that chips from American companies such as Intel and Chaowei Semiconductor (AMD) will gradually withdraw from the Chinese government.Computer and server.At the same time, the Chinese government also seek to reduce the Windows operating system and foreign database software of Microsoft.
“Because Beijing preferences to use Chinese hardware and software,” said the Financial Times.If the relevant guidelines are thoroughly implemented, not only the huge projects, but foreign companies will lose the considerable market, especially Intel and AMD.
The Ministry of Finance of China and the Ministry of Industry and Information Technology released the “Purchase Demand Standard (2023 Edition)” last year, published on the official website of the Ministry of Finance on December 26 last year.
According to relevant notices, Chinese townships and above party and government agencies, as well as party committees and government institutions and departments directly under the township and towns, providing support for public institutions that support supporting agencies. When purchasing desktop computersRequires to be included in procurement demand.
On the same day of the notice announcement, the China Information Technology Security Evaluation Center of China National Inspection Agency also announced a “security and reliable” evaluation results.After inspection, the central processors (CPUs), operating systems and centralized databases in the list are all products of Chinese companies.
Among the 18 central processors (CPUs) that approved the “safe and reliable”, including Hisilicon Semiconductor and Feiteng products from Huawei Group; both companies were ranked blacklist by US sanctions.
The “Financial Times” quoted two anonymous sources as saying that the State -owned Assets Supervision and Administration Commission of the State Council of State Council also required state -owned enterprises to complete the technology transfer to domestic suppliers by 2027.Sources said that state -owned enterprises have reported their progress in the information technology (IT) system every quarter since last year, although some foreign technologies have been approved.
A local government officials who manages the replacement of IT systems say these standards are “the first batch of national applications, promotion of new, detailed and clear instructions.”
In recent months, China’s provincial and municipal financial departments have issued dozens of notifications in accordance with the latest guidelines, hoping to ensure the procurement specifications.Two purchasing officials told the Financial Times that there are still room for purchasing foreign processors and Microsoft Windows computers.
Microsoft and Intel refused to comment, and AMD has not yet replied to comment requests.The Ministry of Finance, the Ministry of Industry and Information Technology, and the China Information Security Evaluation Center did not respond to the request for comment.
In 2023, despite the plunge in performance, China is still the largest market in Intel, accounting for 27.4%, accounting for 15%of AMD sales.Microsoft has not announced China’s sales, but Microsoft President Brad Smith told the US Congress last year that China accounted for 1.5%of the company’s overall sales.
Analysts of Zhejiang Business Securities estimate that China will invest RMB 660 billion (about 91 billion U.S. dollars) from 2023 to 2027 to replace IT infrastructure in government, party agencies and eight major industries.
The United States has been working hard to increase domestic semiconductor output to reduce dependence on China and Taiwan. The Boltoms’ 2022 Chip and Science Acts aims to achieve this goal.The clauses include providing fiscal assistance for domestic production, such as subsidies for the production of advanced chips.
A few days ago, US President Joe Biden celebrated to reach an agreement. The U.S. government will provide Intel with up to $ 8.5 billion in direct funds and $ 11 billion in loans for computer -chip factories across the country.Biden called it a way to “bring the future back to the United States”.