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美國準備打擊華為的全球芯片供應 【中英對照翻譯】

作者:Karen Freifeld, David Shepardson, Alexandra Alper

源自:路透社 / Reuters

翻譯 / 引言:TCC

引言:

美國這次是真的生氣了! 這星期三(3/25) 美國各機構官員舉行會議,以改變《外國直接產品規則》。該規則使某些基於美國技術或軟件的外國製造商品受美國法規的約束。根據擬議的規則變更,使用美國芯片製造設備的外國公司必須先獲得美國許可證,然後才能向華為提供某些芯片。

一位消息人士稱,這項規則的修改旨在遏制台灣半導體製造公司(2330.TW)向華為出售芯片的行為。台灣半導體製造公司是華為海思芯片部門的主要芯片生產商,也是全球最大的合同製造商。

北京方面已對美國發起的全球迫使美國盟國基於間諜考慮而將華為從其5G網絡中排除的運動表示抗議。現在的此一舉動,在雙方正在為誰應為新冠病毒的傳播負責而進行反駁,而且對於驅逐兩國記者越來越多的針鋒相對下,對於美中緊張局勢是雪上加霜。

這是從去年5月美國以國家安全為由將華為列入了黑名單以來,對華為的另一大打擊。谷哥已經限制華為使用它的APP,這下又對它的芯片製造供貨商提出限定,華為這個中共國家公司的未來是可想而知。

Exclusive: U.S. prepares crackdown on Huawei's global chip supply – sources

獨家:美國準備打擊華為的全球芯片供應-消息人士

(Reuters) - Senior officials in the Trump administration agreed to new measures to restrict the global supply of chips to China’s Huawei Technologies, sources familiar with the matter said, as the White House ramps up criticism of China over coronavirus.

(路透社)-知情人士說,川普政府高級官員表示因白宮加大了對中國冠狀病毒的譴責,同意採取新措施,限制全球芯片供應商給中共華為技術有限公司提供芯片。

The move comes as ties between Washington and Beijing grow more strained, with both sides trading barbs over who is to blame for the spread of the disease and an escalating tit-for-tat over the expulsion of journalists from both countries.

此舉動是在華盛頓與北京之間的關係變得越來越緊張的時候,尤其在雙方正在為誰應為新冠病毒的傳播負責而進行反駁,而且對於驅逐兩國記者越來越多的針鋒相對下。

Under the proposed rule change, foreign companies that use U.S. chipmaking equipment would be required to obtain a U.S. licence before supplying certain chips to Huawei. The Chinese telecoms company was blacklisted last year, limiting the company’s suppliers.

根據擬議的規則變更,使用美國芯片製造設備的外國公司必須先獲得美國許可證,然後才能向華為提供某些芯片。這家中國電信公司去年被列入黑名單,限制了該公司的供應商。

One of the sources said the rule-change is aimed at curbing sales of chips to Huawei by Taiwan Semiconductor Manufacturing Co (2330.TW), a major producer of chips for Huawei’s HiSilicon unit, as well as the world’s largest contract maker.

一位消息人士稱,這項規則的修改旨在遏制台灣半導體製造公司(2330.TW)向華為出售芯片的行為。台灣半導體製造公司是華為海思芯片部門的主要芯片生產商,也是全球最大的合同製造商。

It is unclear if President Donald Trump, who appeared to push back against the proposal last month, will sign off on the rule change. But if finalised, it could deal a blow to Huawei and TSMC, hurting U.S. companies as well, sources said.

目前尚不清楚唐納德·普總統是否會同意修改規則。川普總統上個月似乎反對該提議。消息人士稱,但如果最終敲定,這可能對華為和台積電造成打擊,也傷害了美國公司。

“This is going to have a far more negative impact on U.S. companies than it will on Huawei, because Huawei will develop their own supply chain,” trade lawyer Doug Jacobson said. “Ultimately, Huawei will find alternatives.”

貿易律師道格·雅各布森說:“這將對美國公司造成比對華為更大的負面影響,因為華為將發展自己的供應鏈。” “最終,華為將找到替代方案。”

A person familiar with the matter said the U.S. government has gone to great lengths to ensure impacts on U.S. industry will be minimal.

一位知情人士說,美國政府已竭盡全力確保對美國工業的影響降至最低。

The move could anger Beijing, which has spoken out against a global campaign by the United States to compel allies to exclude Huawei from their 5G networks over spying concerns. Huawei has denied the allegations.

此舉可能會激怒北京。北京方面已對美國發起的全球運動表示抗議,該運動迫使美國盟國基於間諜考慮而將華為從其5G網絡中排除。華為否認了這一指控。

FILE PHOTO: The Huawei logo is pictured at the IFA consumer tech fair in Berlin, Germany, September 6, 2019. REUTERS/Hannibal Hanschke/File Photo 圖片:華為標誌于2019年9月6日在德國柏林舉行的IFA消費技術博覽會上拍攝。記者/漢尼拔·漢施克/檔案照片

Most chip manufacturers rely on equipment produced by U.S. companies such as KLA Corp (KLAC.O), Lam Research (LRCX.O) and Applied Materials (AMAT.O), according to a report last year from China’s Everbright Securities.

根據中國光大證券去年的一份報告,大多數芯片製造商都依賴美國公司生產的設備,例如KLA Corp(KLAC.O),Lam Research(LRCX.O)和Applied Materials(AMAT.O)。

The equipment makers did not immediately respond to requests for comment.

設備製造商沒有立即回應置評請求。

FILE PHOTO: The Huawei logo is pictured at the IFA consumer tech fair in Berlin, Germany, September 6, 2019. REUTERS/Hannibal Hanschke/File Photo

文件照片:華為徽標在2019年9月6日在德國柏林舉行的IFA消費技術博覽會上.REUTERS / Hannibal Hanschke / File Photo

The decision came when U.S. officials from various agencies met and agreed on Wednesday to alter the Foreign Direct Product Rule, which subjects some foreign-made goods based on U.S. technology or software to U.S. regulations, the sources said.

消息人士說,這一決定是在各機構的美國官員於週三舉行會議並商定以改變《外國直接產品規則》時作出的。該規則使某些基於美國技術或軟件的外國製造商品受美國法規的約束。

Attendees likely included top officials from the National Security Council and the U.S. Departments of State, Defense, Energy and Commerce. None of them responded to requests for comment.

參加者可能包括國家安全委員會和美國國務院,國防,能源和商務部的高級官員。他們都沒有回應置評請求。

Huawei declined to comment. TSMC said it “is unable to answer hypothetical questions and does not comment on any individual customer.”

華為拒絕置評。台積電錶示“無法回答假設性問題,也不會對任何個人客戶發表評論。”

One of the sources said the rule-change is aimed at restricting the sale of sophisticated chips to Huawei and not older, more commoditised and widely available semiconductors.

一位消息人士稱,這項規則的修改旨在限制向華為出售複雜的芯片,而不是對舊型的,更終端商品化且廣泛使用的半導體產品。

FILE PHOTO: The Huawei logo is pictured on the company´s stand during the electronics Show - International Trade Fair for Consumer Electronics at Ptak Warsaw Expo in Nadarzyn, Poland, May 10, 2019. REUTERS 圖片:華為標誌攝於2019年5月10日波蘭納達爾津華沙博覽會普塔克華沙博覽會消費電子國際貿易博覽會期間在公司的展臺上展示。路透社/檔案照片

“It’s impossible to tell the impact until we know the technical thresholds that may apply,” said Washington lawyer Kevin Wolf, a former Commerce Department official.

美國商務部前官員華盛頓律師凱文•沃爾夫(Kevin Wolf)表示:“直到我們知道其技術門檻,我們是無法知道這可能的影響。”

“Different foundries make different chips at different capabilities so you wouldn’t know which foundries are affected the most until you know the technical thresholds,” he said.

他說:“不同的鑄造廠以不同的能力生產不同的芯片,因此,在您知道技術門檻之前,您不會知道受影響最大的鑄造廠。”

U.S.-CHINA TENSIONS

美中緊張局勢

The United States placed Huawei on a blacklist in May last year, citing national security concerns. The entity listing, as it is known, allowed the U.S. government to restrict sales of U.S.-made goods to the company and some more limited items made abroad that contain U.S. technology.

去年5月,美國以國家安全為由將華為列入了黑名單。這是眾所周知的實體名單,美國政府可以限制向該公司銷售美國製造的商品,以及在國外製造的有美國技術的一些更有限的商品。

編輯:【喜馬拉雅戰鷹團】