Source: Hong Kong Economic Daily
The Sino -US science and technology war is hot, and the Trump administration has blocked the supply of Huawei chips (also known as chip) supply sources on the 15th of this month. The outside world thought that the United States was attempt to make Huawei break the core, but the United States accidentally opened a fan.Small door, allowing the US AMD and Intel limited degree to the Huawei core.This reveals the true intention of the Trump's attack -instead of Huawei, but let the industry chain be washed and expanded the benefits that American companies can share.
Under the prohibition of effectiveness on the 15th of this month, as long as the global chip manufacturers use US technology or tools, the products shall not be sold to Huawei without permission of the US government.This is almost completely cut off the possibility of Huawei on business channels to obtain advanced chips, which is like Huawei Core.
However, the situation seems to be incomplete to the direction of Huawei's direction in the direction of dripping.Just four days after the ban took effect, FORREST NORROD, headquartered in the United States' ultra -micro semiconductor (AMD), held at the German Banking Technology Conference on the 19th of this month.
This is not an isolated case. Intel also confirmed on the 21st that he also obtained a license and continued to promote the Huawei laptop project that cooperated with Huawei.
AMD and Intel are mainly supplied to Huawei's laptop computers and server -related components. It is not the focus of the United States to suppress Huawei in the field of 5G -related fields. In addition, global laptops are out of stock. At this timeBroken the opportunity to make money in the United States.
Therefore, it is not surprising that the United States opens a small door to give US companies limited to Huawei.More importantly, this move may see that Trump has used chip as a weapon in recent years, and the real intention of attacking Huawei has not only curbed China 5G technology, but also other considerations.
Applying some interpretations of overseas media, the United States obviously had to kill Huawei. Instead, he wanted to wash the cards in the industry chain, so that American companies made more business opportunities from the Chinese market.
The explanation point is that in a short period of time, other chip manufacturers of the world must be banned from supply to Huawei in Huawei, and the space will make US chip companies get orders.
In the long run, it is necessary to block the localization of semiconductors in the Chinese manufacturing industry in 2025 or later.Therefore, sanctioning Huawei made an entry to cut off Huawei Hisilicon's independent design and delivery of the industrial chain of the founding of foundry to produce ICs, trying to force China to rely on American chips for a long time.
However, with the lessons of the front car, the Chinese semiconductor manufacturer seems to have begun to prevent problems before they occur, and they are actively reducing the manufacturing equipment in the United States.The equipment ratio will be increased from the current 30 % to 70 %, and it is expected that the Sino -US conflict will be further upgraded, and the equipment with the expansion of the production line in 2021 has been scheduled in advance.
Sino -China has also reported to start at the end of the year. The nationwide production independently manufactured 40 -nanometer chip, and then picked up to catch up.
