Yesterday (15th) when TSMC announced that it was going to the United States to build a factory, many opinions believed that TSMC’s construction of a factory would help ease the pressure of Huawei’s sanctions. Just when everyone was still having a good “imagination”, a US business The documents issued by the Ministry are heartbreaking, and the United States has begun comprehensive sanctions on Huawei.
Screenshot of Mantianxin from the official website of the U.S. Department of Commerce
The U.S. Department of Commerce documents stated that the Bureau of Industry and Security announced on the 15th a plan to protect U.S. national security by restricting Chinese communications equipment manufacturer Huawei’s ability to use U.S. technology and software to design and manufacture semiconductors overseas, and also cut off Huawei’s damage to U.S. exports. Control efforts.
The document stated that since Huawei and other companies were added to the entity list in 2019, companies wishing to export goods from the United States must obtain licenses. However, by entrusting overseas factories with American equipment to continue production, and using American software and technology to design semiconductors, Huawei undermined the national security and foreign policy objectives of the entity list.
US Secretary of Commerce Wilbur Ross (Wilbur Ross) said. “This is not the behavior of a responsible global corporate citizen. We must modify the rules used by Huawei and HiSilicon, and prevent the use of American technology to carry out vicious activities that undermine US national security and foreign policy interests.”
The general meaning of the revised rules is that all companies in the world, as long as they use or utilize American equipment and technology to help Huawei produce products, must obtain the approval of the U.S. government. Man Tianxin believes that this rule refers directly to TSMC. This time Huawei is in serious trouble.
The mobile phone chip expert even said that in addition to TSMC, Sanan Optoelectronics, which helps Huawei’s foundry PA’s stable, uses 14nm to produce chips for Huawei. In theory, it must be approved by the US government as long as you use it. Technology and equipment to the United States.
Regarding the actions of the U.S., the Global Times stated that if the U.S. further “snap the neck” against Huawei and prevent TSMC from supplying Huawei with chips, China will fight back vigorously, including including relevant U.S. companies on the “Unreliable Entity List”, and in accordance with the law against Qualcomm and Cisco. , Apple and other companies conduct restrictions or investigations, suspend the purchase of Boeing aircraft, and so on.
Huawei’s rotating chairman Xu Zhijun responded in March this year to the US’s escalation of restrictions on the supply of Huawei’s chips. He believed that the Chinese government would not let Huawei be at the mercy of others, and believed that the Chinese government would take some countermeasures.
Xu Zhijun said that Huawei can also use chips provided by chip manufacturers in South Korea, Japan, Taiwan and other places to develop and produce products, but the US government can modify the rules for purchasing products at will, which will destroy the global technological ecology. “If the Chinese government adopts The same countermeasures are astonishing to destroy the global industrial chain. Once the Pandora’s box is opened, it will be devastating to the globalized industrial ecology, and it may not only destroy Huawei.”
This time I really don’t know if chips from Korea, Japan, Taiwan and other places can be used.