Scholars: SMICs sanctions by the US Washington have greatly influenced the Chine

< /p" SMIC (SMIC) has been reported by the US sanctions at the end of September this year.Reuters reported that BIS sent letters to some companies asking them to obtain export licenses before supplying goods and services to SMIC.(internet)

According to Reuters, under the new sanctions, the US suppliers must apply for export permits in advance to some US equipment, accessories and raw materials exported to SMIC to continue to supply from SMIC and get the license to get the license.Certificate is not easy.

Wang Wei Wen Chongqing Special officer

China ’s largest chip manufacturer SMIC has confirmed that it is sanctioned by the US Department of Commerce. Suppliers with raw materials to SMIC will be further limited by US export control regulations.The Trump administration's latest strike object under the science and technology war.

Scholars of interviewees believe that the new sanctions are the United States' further increase in China's high -tech field, and it is expected that it will have a great impact on China's entire chip industry and supply chain.However, the US officials have not announced sanctions at a high profile this time, showing that the Trump administration may not be determined to completely stifle SMIC, leaving a space for bargaining.

The SMIC International issued a statement on Sunday (4th), saying that the impact of export restrictions on the company's production and operation activities is evaluated by evaluating the export restrictions on the company's production and operation activities.

According to Reuters, under the new sanctions, the suppliers must apply for export licenses in advance to some US equipment, accessories and raw materials exported to SMIC to continue to supply from SMIC and get the license to get the license.Not easy.

SMIC has also acknowledged that sanctions may bring uncertainty and may have a significant adverse effect on the company's future production and operation.SMIC has also said that preliminary exchanges with BIS will continue to actively communicate with relevant government departments in the United States.

Affected by this unfavorable news, SMIC fell 5 % in the Hong Kong stock market yesterday.It is understood that SMIC currently relies heavily on foreign semiconductor equipment suppliers, including Lam Research in the United States, ASML in the Netherlands, and Tokyo Electronics in Japan.

SMIC has been reported by US sanctions at the end of September this year.Reuters reported that BIS sent letters to some companies asking them to obtain export licenses before supplying goods and services to SMIC.

The above letter states that exports to SMIC may be used by China for military purposes, which constitutes unacceptable risks to the United States.SMIC responded at the time that it was not notified by the US Department of Commerce's export restrictions and said that it had nothing to do with the Chinese military.

SMIC may be completely cut off supply

Radio Hong Kong quoted Huang Minshuo, director and chief investment director of Baozhen Securities yesterday that according to the previously announced raw material inventory, the impact of sanctions on SMIC will emerge as soon as three to six months.Political Risk Consulting Company Eurasian Group's technical policy analysis director Chaluo expects that in the worst case, SMIC will be completely cut off, which will seriously weaken China's ability to produce chips in China.

Reuters yesterday quoted TrendForce, a market research institution that the United States could have a greater impact on SMIC's impact on major technology companies such as Jinhua and Huawei in SMIC.If SMIC will lack the support of international equipment in the future, the development and evolution of advanced processes will be blocked, and the development of the entire semiconductor industry in China will also be impacted.

Li Mingjiang, an associate professor of the Nanyang University of Science and Technology, Singapore Nanyang Institute of Technology, said in an interview with Lianhe Morning Post that the Ministry of Commerce only issued policy instructions to relevant US companies this time.In the past, the fundamental intention of the (US official) policy is not to completely kill SMIC.

At present, non -American companies can still use US technology and equipment to supply raw materials to SMIC, and US officials have not implemented restrictions.

Li Mingjiang said that SMIC can still obtain the required equipment and technology through this vulnerability. The current sanctions are more like a first stage.He said that it is necessary to observe whether the United States has taken further action on SMIC and whether it will comprehensively suppress the entire chip industry in China.

Li Mingjiang also expects that the United States' suppression of SMIC will further promote China's decision -making layer to attach great importance to the key core technologies of the stuck neck. The planning in the planning of 14th Five -Year Plan will receive a lot of policies and financial support in the planning.Get rid of the situation of being controlled and suppressed by Americans.