(Washington / Beijing Composite Television) People familiar with the matter revealed that the US government has canceled the license to supply semiconductors to China Telecom Equipment Manufacturers Huawei Technology Co., Ltd., which are used for laptops and mobile phones (also known as chips) for laptop computers and mobile phones (also known as chips).The limited supply will affect Huawei and American suppliers with business exchanges.
A spokesperson for the Ministry of Commerce of China responded on Wednesday (May 8th) that it has noticed relevant reports and accused the United States of generalization of national security concepts, politically and trade issues, abuse export control measures, and repeatedTake unreasonable sanctions.
A spokesman said that the United States restricts the export of pure civilian consumer chip products to China and implemented disconnected supply to specific Chinese enterprises. This is a typical economic coercion, which not only violates the rules of WTO, but also seriously damages the interests of American companies.What the United States has done has seriously violated the promise of "not seeking to decompose with China" and "not hindering China's development", and runs counter to its "accurate definition of national security".China will take all necessary measures to firmly safeguard the legitimate rights and interests of Chinese enterprises.
The Ministry of Commerce of the United States confirmed on Tuesday (May 7) that the "specific license" that allows US companies to supply chips to Huawei on Tuesday, but refused to provide details and disclose which American companies were affected.The US Department of Commerce stated that the United States has continuously evaluated control measures and "protects national security and foreign policy interests."
Reuters quoted people familiar with the matter and said that some companies received a notice from the withdrawal of the license on Tuesday, and the cancellation of the cancellation of it will take effect immediately.Intel spokesman refused to comment.Qualcomm and Huawei did not respond immediately.
Michael McCaul, chairman of the House of Representatives of the House of Representatives, confirmed the government's decision to withdraw the license in the interview with Bloomberg on Tuesday.He said that this move is the key to preventing China from developing advanced artificial intelligence.
Huawei launched a laptop equipped with a high -performance processor with a high -performance processor with Intel's new Core Ultra 9 on April 11, which caused the criticism of Republican lawmakers. They pointed out that the Ministry of Commerce turned on a green light for Intel to sell chips to Huawei.
In 2019, the United States pointed out that Huawei violated the US sanctions on Iran and included it on the trade restriction list. Before the US supplier shipped Huawei, it was necessary to apply for a special and difficult permit.Nevertheless, Huawei's suppliers have obtained a license to sell billions of dollars of goods and technology to Huawei. Among them, a controversial authorization issued by the Trump administration allows Intel to transport central processors from Huawei since 2020.Used for laptops.
The decision of the Ministry of Commerce is expected to impact US suppliers.Intel's traditional data center and personal computer chip facing weak demand.Last month, as the prediction of revenue and profits in the second quarter was lower than market expectations, Intel's market value loss was $ 11 billion (S $ 14.873 billion).
After the British Financial Times reported on Tuesday that Qualcomm's export license was revoked, Qualcomm's stock price fell 0.9 %, and Intel's stock price almost changed.
Since obtaining permission in 2020, Qualcomm has been supplying chips that can provide the fourth -generation communication system (4G) network connection to Huawei, but it is not allowed to sell devices supporting 5G access.Qualcomm said that other Huawei business was very limited, and it will soon shrink. It is expected that more chip income will not be obtained from Huawei this year.
However, Qualcomm still authorizes Huawei to use its 5G technology portfolio. Huawei began using 5G chips designed by Hisilicon's department last year. Most analysts believe that the manufacturing of this chip violates US sanctions.Qualcomm said in the document submitted this month that the patent agreement with Huawei's Huawei will expire early in the 2025 fiscal year, and the agreement renewal negotiations will be launched.
Critics believe that such licenses help Huawei's revival.In August last year, although the United States implemented export restrictions on Intel and Qualcomm, Huawei also launched a new mobile phone driven by a Chinese manufacturer SMIC (SMIC), which shocked the industry.
Marketing Research Company's Counterpoint data shows that this phone has made Huawei smart phones sales soar 64 % year -on -year in the first six weeks of this year.Huawei Smart Automobile Parts Business also drives the company's rejuvenation, which has made Huawei the fastest income growth in four years last year.
Bloomberg's supply chain analysis shows that Huawei is not among the top ten customers of Qualcomm, nor is it on the list of big customers in Intel.
