路透社的原文 WASHINGTON (Reuters) - The Trump administration is considering changing U.S. regulations to allow it to block shipments of chips to Huawei Technologies from companies such as Taiwan's TSMC (2330.TW), the world's largest contract chipmaker, two sources familiar with the matter said.
New restrictions on commerce with China's Huawei are among several options to be considered at high-level U.S. meetings this week and next. The chip proposal has been drafted but its approval is far from certain, one of the sources said.
The measure would be a blow to the world's no. 2 smartphone maker as well as to TSMC, a major producer of chips for Huawei's HiSilicon unit and mobile phone rivals Apple Inc (AAPL.O) and Qualcomm Inc (QCOM.O).
"What they’re trying to do is make sure that no chips go to Huawei that they can possibly control,” the second source said.
Huawei is at the heart of a battle for global technological dominance between the United States and China. The United States is trying to convince allies to exclude its gear from next generation 5G networks on grounds its equipment could be used by China for spying. Huawei has repeatedly denied the claim.
To target global chip sales to Huawei, U.S. authorities would alter the Foreign Direct Product Rule, which subjects some foreign-made goods based on U.S. technology or software to U.S. regulations.
Reuters reported possible changes to that rule in November.
Under the draft proposal, the U.S. government would force foreign companies that use U.S. chipmaking equipment to seek a U.S. license before supplying Huawei - a major expansion of export control authority that could anger U.S. allies worldwide.
The U.S. Commerce Department declined to comment on the proposal.
But a Commerce spokesman said recent U.S. charges against Huawei, including conspiring to steal trade secrets, "reaffirm the need for caution in considering license applications. The U.S. continues to have major concerns about Huawei."
Huawei did not respond to requests for comment.
A spokeswoman for TSMC said the company does not answer "hypothetical" questions and does not comment on individual customers.
The United States placed Huawei on a blacklist in May last year, citing national security concerns. That forced some U.S. and foreign companies to seek special licenses from the Commerce Department to sell to it, but China hawks in the U.S. government have been frustrated by the vast number of supply chains beyond their reach.
Others in the Trump administration fear antagonizing Beijing, which just signed a trade deal with Washington. They also worry the restrictions will drive innovation offshore and benefit foreign rivals.
Most chip manufacturers rely on equipment produced by U.S. companies like KLA (KLAC.O), Lam Research (LRCX.O) and Applied Materials (AMAT.O), according to a report last year from China's Everbright Securities
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哈哈，还没骂够？可以继续，真对不起你受过的教育。友情提示：我现在用华为，自愿做任何厂商的精神股东都非常愚蠢！（随意骂吧，不回复了😁）
我的学历没资格看轻任何人没错，看清候先生还是绰绰有余的，也请候先生一定要履行完九年义务教育
真知道印度的后果么
🛋️ 沙发板凳
还做朋友，真要禁止了消费者业务基本完蛋了
WASHINGTON (Reuters) - The Trump administration is considering changing U.S. regulations to allow it to block shipments of chips to Huawei Technologies from companies such as Taiwan's TSMC (2330.TW), the world's largest contract chipmaker, two sources familiar with the matter said.
New restrictions on commerce with China's Huawei are among several options to be considered at high-level U.S. meetings this week and next. The chip proposal has been drafted but its approval is far from certain, one of the sources said.
The measure would be a blow to the world's no. 2 smartphone maker as well as to TSMC, a major producer of chips for Huawei's HiSilicon unit and mobile phone rivals Apple Inc (AAPL.O) and Qualcomm Inc (QCOM.O).
"What they’re trying to do is make sure that no chips go to Huawei that they can possibly control,” the second source said.
Huawei is at the heart of a battle for global technological dominance between the United States and China. The United States is trying to convince allies to exclude its gear from next generation 5G networks on grounds its equipment could be used by China for spying. Huawei has repeatedly denied the claim.
To target global chip sales to Huawei, U.S. authorities would alter the Foreign Direct Product Rule, which subjects some foreign-made goods based on U.S. technology or software to U.S. regulations.
Reuters reported possible changes to that rule in November.
Under the draft proposal, the U.S. government would force foreign companies that use U.S. chipmaking equipment to seek a U.S. license before supplying Huawei - a major expansion of export control authority that could anger U.S. allies worldwide.
The U.S. Commerce Department declined to comment on the proposal.
But a Commerce spokesman said recent U.S. charges against Huawei, including conspiring to steal trade secrets, "reaffirm the need for caution in considering license applications. The U.S. continues to have major concerns about Huawei."
Huawei did not respond to requests for comment.
A spokeswoman for TSMC said the company does not answer "hypothetical" questions and does not comment on individual customers.
The United States placed Huawei on a blacklist in May last year, citing national security concerns. That forced some U.S. and foreign companies to seek special licenses from the Commerce Department to sell to it, but China hawks in the U.S. government have been frustrated by the vast number of supply chains beyond their reach.
Others in the Trump administration fear antagonizing Beijing, which just signed a trade deal with Washington. They also worry the restrictions will drive innovation offshore and benefit foreign rivals.
Most chip manufacturers rely on equipment produced by U.S. companies like KLA (KLAC.O), Lam Research (LRCX.O) and Applied Materials (AMAT.O), according to a report last year from China's Everbright Securities
恐怕影响不止是这点
不会的，华为有和中芯合作的技术储备，下半年7nm，明年5nm是可期的
不不不，是全完蛋。华为的5G基站芯片组是7nm的，服务器芯片组是7nm的，这一下可以把运营商业务和云业务全部打飞了。但我相信国家不会让华为5G直接升天的。
不仅仅是台积电的问题，台积电真要断供搞不好要加快整个梧桐的进度
也不能这么说 amd 高通 苹果都可以去台积电填补华为的空缺
禁止稀土到是有可能
真要是严格执行了，五月份华为就发感谢信宣布不再卖货，大幅裁员，靠做软件和收专利费度日了。
是的我不能用你也别想
差不多
真这么搞，国家不整苹果，估计要爆炸。
不卖手机了
我也想到了，如果禁华为，那么禁止稀土出口是最好的报复，大家谁都别玩儿
7nm好像影响小，还有中心
太他么憋屈了，我宁愿回到诺基亚的时代，手机只能打电话发信息，也不愿意看到国家在这个情况下无所作为
知道广场协议吧，一只老饕，吃下第一口以后不会放弃吃第二口的
如果发生这种事影响的就不只是华为了，国家有可能加快统一进程
前阶段深有体会，华为能为雷神山提供技术，其他公司就只能捐捐款…
不可能发生这样的，首先台积电愿不愿意另说，真要这样，专利战要打的轰轰烈烈了，你不让我用行，我的你也别用，大家一起死
首先 是华为先去喷别人 全网阴其他品牌 现在又要开始打爱国牌 哎 老老实实做企业不行吗？非要搞这种 非常败好感
我宁可用中芯国际14nm
中心只有14nm
是的那么多企业逮着华为非要搞死
真的很有可能，草案已经写好了只等28号了
你错了，真到那一天，肯定会有人说，都是你华为惹的祸，用供应商好得很，非要自研，搞的又不咋滴，现在咱们全断了粮，都tm怪华为🐶🐶🐶
是的，美国拿弯弯企业当枪狙我。这个真的太过分了。但是今年的形式，内忧外患真的很麻烦。唉。
卧槽，角度刁钻
5g芯片不依赖7nm,14nm也能上而且是国家的单子能耗差点也不影响订单。服务器CPU倒没啥反正也没做起来……就是消费者业务肯定折了。
哈哈哈，搞不好还真有这么说的，😂😂😂😂😂
不用EUV光刻机，只用DUV，7nm也能做，甚至理论上5nm也能做，只是要多加几层掩膜，多消耗光刻胶。这些东西是耗材，一方面增加成本，另一方面工艺环节越多品控越困难，也就是良率越难提升，反应到最终产品还是成本大幅增加。
这不是普通的商业竞争，真的禁止这就是国与国的大战升温，国家不可能眼看着这么个巨无霸挫败，毕竟不是一个服装厂或者一个房地产企业，倒下可以分分钟有人接盘，我估计都已经不是华为单方面可以做决策的事了
当年的日本既视感
这东西好禁，谁都不卖，so easy
自己混的不好，想让大家一起死啊
卖给高通它不香吗🐶
现在看，是内外护呼应啊
中芯前几天发公告n+1导入客户，大概相当于棒子10nm目前的设备极限是n+2，相当于台积电7nm，最理想也要明年，如果荷兰EUV光刻机交货，n+2也包含7nm euv
证据呢
国产猪要没了
猜测
。。。。。。
买办很强大
光刻胶是日本的吗
中兴也没难度。
仅此一家了，华为还是世界71强中国科技公司里数一数二的了
而且中心一时产能也跟不上
华为的基站芯片组不是基于7nm的，前几天中芯国际才收到华为的芯片大单
这能是订单填补的事吗
我能不让你用。就怕别人用你也限制不了
14nm应该是mate9吧？装上鸿蒙不照样爽滑？我就不信还能被憋死
一群带路的还在摇旗呐喊呢 不嫌丢人
目前日本占据绝大部分份额，不过这个东西倒是技术难度没那么大，上海新阳做的已经完全满足要求了。
国内限制方法挺多的，把某些过度依赖中国企业纳入实体名单，比如高通博通镁光波音之类的，大不了互相伤害。全都倒退。
很多人并不讨厌华为，而是反感某些花粉，吹得太让人尴尬！
捐完了又想贷回去
因为华为也没想和国内厂商做朋友啊
嗯~这关乎国家高科技领域的战略。
必须的，华而不实为所欲为🐶m20p留
真实~
中芯国际已经在搞14nm了，目测已经快了。
首先个屁，不是你家猴企从高管到粉丝无下限挑事，华为会把你家猴企放在眼里？
米粉脑袋里面是浆糊？
怪不得光刻胶股票连续涨停了
太难了，一下子一家私营公司给推到了风口浪尖
华为国内也被骂就是有你这样的言论。这种技术根本不是建医院必要的，有借捐款的名字打广告之嫌，其他好多家几个亿真金白银的捐款比这种行为高几百条街了。中建三局都没敢这么说话。
国家是可以直接干预市场的，禁售?大家一起牺牲体验用老版本的?应该总会有解决办法的
可惜
那就是大家都不遵守专利法了呗，那某些方面中国占优的
捐一块，贷一百的那种
华为真没时间去阴谁，这一年对华为公司都是生死存亡，也就是你们这种人单纯被猴王引的团团转。
那我不知道，我不认识米粉，我身边也没多少人用小米手机。
没有美日的半导体材料和仪器台积电就是废厂。
运营商设备和5g方面还用不到7nm，对于华为的通信老本行来说，中芯国际的12nm足够了，只要国家扶持通讯订单，华为死不了
借🐶咬人
啥技术啊？科普下
真要不尊重专利了，中国反而放开了。