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英特尔停止向中共国最大的服务器公司发货 【中英对照翻译】

新闻来源:Wccftech

作者:Ramish Zafar

翻译、简评:Hemingway

PR:Julia Win

PAGE:玄天生

简评:

制作芯片,需要系统性的科研创新能力,和经年累月的高端人才系统性的协作。而且,根据“集成电路芯片上所集成的电路的数目,每隔18个月就翻一番”的摩尔定律,决定了芯片产业,是一个赢者通吃的行业。“弯道超车”超限战逻辑的中共,割草机式的商业环境、浮躁的科研环境,都使得中共国并不具备真正前沿的芯片研发能力。盗取知识产权,是在现行体制下,其唯一可以依赖的芯片生命线。

尽管文章中说,“华为在服务器中使用自己的芯片”,然而剥开华为制造的外衣,仍是ARM英国货。但是“芯片制造”,在中共国已被政治化,“中国芯”与习近平的“中国梦”做了某种微妙的关联。对尖端科技的政治化,只能制造出另一次大跃进“放卫星”的抓手,对在芯片领域有任何建树毫无帮助。

从民主国家的政策的制定机制而言,绳索一旦套上,就难以轻易解开。因为主张政策逆行的一方,需要为此负责,所以许多临时性的政策会渐渐变为一般性的政策。除非是有重大动因或利益驱动,或者达成了对美国十分利好的协议,这从美国封杀中兴事件中就可以看出。何况,今时今日的政治气候,早与两三年前相去甚远。因此,尽管几天后可能的解禁真会发生,但解禁将变成临时性的举措,目的也多在于帮助美国企业减少损失。而重新评估与CCP开展业务的风险,也会在越来越多的类英特尔事件中,纳入越来越多的美国公司的广泛考量之中。

原文:

Intel Stops Shipments To China’s Largest Server Company As DoD Clears Entity List

根据国防部清除实体清单,英特尔停止向中共国最大的服务器公司发货

The U.S. DoD headquartered in the Pentagon (pictured above) is believed to have played a role in Intel's decision by clearing for publication a list of companies with ties to the Chinese military. (Image Credit: Unknown)

With hostilities in the trade war between the United States and China heating up, the U.S. Department of Commerce has stepped up its efforts to ensure that American-origin technology does not make it into the hands of entities that are either directly against or related to parties that are against the national security interests of the United States. One such move was requiring Taiwanese semiconductor fabrication company TSMC to not sell chips built using American technology to Chinese telecommunications company Huawei, who is accused of conducting business with Iran among other improprieties.

随着中美之间贸易战的敌意加剧,美国商务部已加快脚步,以确保源自美国的技术不会使其直接或直接与当事方有关系的实体掌握,违反美国的国家安全利益。其中一项举措,是要求台湾半导体制造公司台积电(TSMC)不得将用美国技术制造的芯片出售给中共国的电信公司华为。后者被指控与伊朗开展业务,以及其它不当行为。

Now, following the fresh Huawei ban, the Chinese publication Caixin Global is reporting that Santa Clara, California-based semiconductor giant Intel Corporation (NASDAQ:INTC 59.13 0.54%) has been restricted by the American government to sell its server products to the Inspur Group. Inspur is headquartered in the Shandong province of China and it is responsible for providing its customers with Enterprise Resource Planning (ERP), server, artificial intelligence, big data and other solutions requiring high-end silicon chips.

现在,在新的华为禁令之后,中共国出版物《财新国际》(Caixin Global)报道说,总部位于加州圣克拉拉的半导体巨头英特尔公司受美国政府限制,不能将其服务器产品出售给浪潮集团。浪潮总部位于中共国山东省,旨在为客户提供企业资源计划(ERP)、服务器、人工智能、大数据和其他需要高端硅芯片的解决方案。

Intel Corporation To Temporarily Suspend Chip Shipments To Inspur Group Following Department of Defense Categorization?

英特尔公司将按照美国国防部的分类,暂时中止向浪潮集团出售芯片吗?

Intel's confirmation of the shift to Caixin might be a direct result of the Department of Defense's rare decision to make a list of Chinese companies operating in the U.S. with links to the People's Liberation Army (PLA) public. This list, which was mandated via the 1999 National Defense Authorization Act, was cleared by the Pentagon for open publication early in June this year. It consisted of 20 such companies and within its ranks were China Mobile (ZTE), Huawei and the Inspur Group.

《财新网》提到的因特尔转变,可能是国防部罕见地决定公布在美运营的,但与中共党卫军(PLA)相关的中共国公司实体清单的直接结果。这份清单是1999年通过的《国防授权法案》授权的,今年6月初五角大楼批准公开公布。它由20家此类公司组成,其中包括中国通讯公司中兴,华为和浪潮集团。

Given that the list surfaced through an unofficial medium, its repercussions for the companies within were unclear. Now, following the Caixin report, it's clear that the U.S. government is tightening the noose against companies that it deems will erode the American technological security edge against hostile nations.

鉴于该清单通过非官方媒体浮出水面,因此其对这些公司的影响尚不清楚。现在,根据《财新网》的报道,很明显,美国政府正在收紧对其认为会削弱美国对敌对国家的技术安全优势的公司的绞索。

The United States Department of Defense's (DoD) list of qualifying entities under the NDAA for FY 1999. (Image Credit: Axios)

A statement made by an Intel representative to Caixin elaborated that the ban in shipments is temporary in nature and that the company expects it to be lifted after two weeks. The rationale behind the shift is to allow Inspur the time to make peace with U.S. government regulations, yet even so, the scope of the suspension's reversal remains unclear if we're to consider statements made by Intel to several media outlets. These statements imply that while the tech giant intends to resume some of its product shipments to Inspur "within days", it expects that those for others will resume in less than two weeks.

英特尔的代表在《财新网》发表的一份声明详细说明了运输禁令的性质,其称这是暂时的,且该公司希望在两周后取消禁运。因特尔该行动背后的理由,是让浪潮有时间与美国政府就相关法规达成和解。然而即使如此,如果我们要考虑英特尔向多家媒体发表的声明,中止撤消的范围尚不清楚。这些声明暗示,尽管这家科技巨头打算“在几天之内”恢复向浪潮的部分产品运输,但预计其它产品也将在不到两周内恢复。

Inspur is China's largest server manufacturer, it sources its CPUs solely from Intel and is rumored to be interested in NVIDIA's GA100 Ampere graphics processing unit (GPU) as well. The company's share price dropped by nearly 5% on the open market during the course of trading on Wednesday as investors digested the impact of a key company supplier being forced by a government to sever or modify ties with it.

浪潮是中共国最大的服务器制造商,它的CPU完全来自英特尔。但据传其对英伟达(NVIDIA)的GA100安培(Ampere)图形处理单元(GPU)也很感兴趣。在周三的交易过程中,该公司的股价在公开市场上下跌了近5%,原因是投资者正在消化该公司主要供应商被政府强制切断或修改与该公司的关系所带来的影响。

On its website, the company lists itself as the third-largest server provider globally, citing data from IDC and Gartner. In the Chinese market, Inspur is followed by Huawei which is the second-largest server provider in the country. As opposed to Inspur, Huawei uses its own chips for powering its servers, with the processors based on British chip house ARM's designs.

该公司引用IDC和Gartner的数据,在其网站上将自己标明为全球第三大服务器供应商。在中共国市场,紧随浪潮之后的是华为,后者是中共国的第二大服务器供应商。与浪潮不同,华为在服务器中使用自己的芯片,这些处理器是基于英国芯片公司ARM的设计。

As technology advances and manufacturing processes allow for greater node shrinkage, 'chiplets' - that are clumps of chips packed together - have become increasingly popular in letting ARM microarchitecture deliver performance that touches that by the x86 architecture employed by products from Intel and Advanced Micro Devices, Inc.

随着技术的进步和制造工艺允许更大的节点收缩,“小芯片”(封装在一起的芯片块)已经越来越流行,这让ARM微体系结构的性能达到了英特尔(Intel)和AMD(Advanced Micro Devices,Inc)产品所采用的x86架构的水平。

编辑 【喜马拉雅战鹰团】