Smoke filled the air? Intel fell 4% at one point, China Cyberspace Security Association: Suggests launching a cybersecurity review of Intel
On October 15, foreign media reported that the United States is discussing restrictions on the export of AI chips by companies such as NVIDIA and AMD to certain countries; on October 16, the China Cybersecurity Association suggested initiating a cybersecurity review of Intel
On October 16, the China Cyberspace Security Association released an article titled "Frequent Vulnerabilities, High Failure Rates Require Systematic Investigation of Intel Product Network Security Risks."
Intel's pre-market stock price once plunged by 4.6%:
The article points out that in August 2023, the Downfall vulnerability was exposed in Intel CPUs. This vulnerability is a type of CPU transient execution side-channel vulnerability that exploits the Gather instructions in the AVX2 or AVX-512 instruction set to obtain sensitive data such as keys, user information, critical parameters, etc., stored in specific vector register buffers.
Since the end of 2023, a large number of users have reported that when using Intel's 13th and 14th generation Core i9 series CPUs to play certain games, crash issues occur. In order to please the U.S. government, Intel took an active stance in suppressing China on the so-called Xinjiang issue, demanding that its suppliers not use any labor, products, or services from the Xinjiang region. In its financial reports, Taiwan was listed alongside China, the U.S., and Singapore, and it actively cut off supply to Chinese companies such as Huawei and ZTE. This is a typical case of "eating when it benefits, but causing trouble when it doesn't." It is recommended to initiate a network security review of Intel's products sold in China to effectively safeguard China's national security and the legitimate rights and interests of Chinese consumers.
It is worth mentioning that on October 15, foreign media cited informed sources as saying that the U.S. is discussing restrictions on the export licenses of U.S. companies such as NVIDIA and AMD for certain countries' artificial intelligence (AI) chips. These restrictions will focus on Gulf countries, where the demand for AI data centers is increasing, and the measures will affect the AI capabilities of some countries.
The above considerations are still in the early stages and are uncertain. Companies such as NVIDIA, AMD, and Intel have not commented on this. Currently, it is unclear how various AI chip manufacturers will respond to the U.S. restrictions. Reports suggest that it may be difficult to introduce comprehensive new policies in the final months of Biden's term, and implementing such rules may be challenging.
The report also mentioned that the U.S. has previously restricted NVIDIA, AMD, and other companies from exporting AI chips to more than 40 countries in the Middle East, Africa, Asia, and other regions due to concerns that these companies' products may be transferred to China.
NVIDIA, AMD, and other chip stocks collectively plummeted, with ASML, which performed below expectations, plunging by over 16%.
