Producer: Tiger Sniff Technology Group

Author: Yu Duotian

Header image from Google

Just in Beijing

Looking at the new batch of 33 Chinese technology companies that have just been included in the US “Entity List”, it reminds me suddenly of the Guizhou Big Data Summit held in June 2017. Li Yanhong and Ma Yun had a parallel forum A viewpoint confrontation:

Ma Yun said that data is the raw material for future production, and Li Yanhong responded by saying that it is the algorithm that really drives data.

Later, these relevant remarks were interpreted as the argument of “Which data and algorithm are more important” (although it is more like a victory in marketing), and was used by many technology companies and many big coffee on different occasions It came out to prove the importance of developing “big data” and “artificial intelligence technology.”

But now, it is not as good as the Sino-US trade war that has been closely related to the “entity list” in the past two years. Who is more important?

Yes, it’s not as important as “hash power”. In other words, it is not as important to China as the “infrastructure” that supports big data and algorithms.

Is the list of technology companies?

At a glance, this list seems to be mostly technology companies and well-known science and engineering universities and research centers, as well as equipment and materials companies that are closely related to the 5G industry.

For example, with the addition of Shangtang, Defiance, and Yitu, which were restricted in October 2019, China’s four artificial intelligence dragons have gathered. In addition, face recognition startups Yuntian Lifei and Yinchen Intelligence, which focus on the security field, Chinese communications network giant Fiberhome Group, SoftBank and Foxconn-invested Dali Technology, will also be intensively monitored.

The reasons for the restrictions given by the US Department of Commerce are various, which generally threaten US national security or violate foreign policy. But the executive’s conclusion is only one: if American companies continue to do business with these blacklisted companies or institutions, they will either face high fines or go to jail.

But after sorting out these 33 companies and individuals, I found out that this time it was mainly included in 3 types of companies. The first category isArtificial intelligence software and hardware development and network communication service-based technology companies, especially the nine companies in the table below.

Note: The above 9 companies are technology companies, and the technology companies whose main businesses are “agents” and “sales” are not listed. Cartography: Tiger sniffing Yutada, stolen pictures will be investigated.


As of now, most of the technology companies in the picture have already issued either regretful or angry responses, and said that they have made reserves for domestic substitution. A company that entered the list in October disclosed to Tiger Sniff that as early as the ZTE incident began to ferment, they had already begun to make domestic substitutions for servers, chips and other products through many predictive reports from foreign media.

“It can’t be said that 100% has been completely replaced, but at least 70% has no major problems. But for many camera monitoring companies that have business in overseas markets, they will be relatively difficult.” He revealed.

Technology companies that were included in the list in October 2019

The second category is scientific research institutes. From a historical perspective, this is not surprising. As early as June 1997, the China Academy of Engineering Physics was included in the list of entities. That’s right, if you have the heart to check, the content of this US business restriction list is “as vast as a sea”, which is hundreds of pages long, and the source can be traced back to the 1990sgeneration.

The tip of the iceberg of the US “Control List”

As many as 8 scientific research institutions and institutions have been included in the list this time, basically taking physical science and computational science as the research direction. As can be seen from the table below, the United States has a “warning heart” on which technological research directions in China.

Of course, on the other hand, from a certain point of view, you can learn from it, “What technical talents do we lack and need to cultivate urgently?”

It should be noted that the R & D and production of high-end materials such as nanometers and precision optical components is the weak link in the current Chinese semiconductor industry chain.

At present, from a global perspective, many large-scale high-tech projects need to spend a lot of money to invest in the purchase of various precision instruments and high-performance chips. To make an unreasonable joke, a lot of Nvidia’s income was obtained by selling graphics cards to various scientific research institutes for calculation experiments.

See this month after NVIDIA released the server-level GPU product A100 with super performance, the first one to enjoy this chip is the supercomputer in the Argonne National Laboratory of the US Department of Energy.

Drawing: Tiger Sniffing Yutada. It is not easy to make drawings, and theft will be investigated

The third category is somewhatUnexpectedly. Previously, according to public perception, only “high-tech companies” would be on the list of entities, and these companies told us that it was not.

Drawing: Tiger Sniffing Yutada. It is not easy to make drawings, and theft will be investigated

The companies in the picture above mainly purchase foreign equipment and parts for Chinese scientific research institutes and domestic enterprise users. Although they may be “not high in technology,” they are an indispensable part of the high-tech industry.

The screenshots are from Tianyancha

According to an answer by Zhihu netizen Meichen, including transient steady-state fluorescence spectrometer, transient absorption spectrometer, electrochemical workstation, UV-visible absorption spectrometer and many other precision instruments used in school laboratories and enterprises, the cost is not expensive Most of them need to be imported. Therefore, this requires the participation of procurement agencies and international logistics and transportation companies.

According to our inquiries on customs codes, some enterprises’ transport materials do include sensors, cameras, precision instruments and other HS product type codes.

The screenshots are from Tianyancha

The United States, through a new round of regulation, has also put these “channel-type” enterprises into the list. It can be said that it is another way of thinking to continue to try to suppress the flames of technological development.

For us, we need to work in any direction, in fact, the facts give the answer. Finally, to give Jobs what he said when accepting the Silicon Valley Historical Society:

“The field of science and technology is a bit like the principle of sedimentary rock. If you want to build a mountain, you must constantly add layers of sedimentary rock to make the mountain higher and higher. For those standing For people on the ground, they cannot have the vision like X-rays to see the sedimentary rocks beneath. But people will stand on this mountain without the admiration of geologists. “