Will the United States prohibit all Chinese enterprises from purchasing American chips? Trump responded like this

In recent days, , According to the United States 《 Wall Street journal 》 Reports said , The trump administration is considering formulating new trade restrictions against Huawei . The United States will try to cut off Huawei's semiconductor supply , All companies in the world that intend to use American equipment to produce chips for Huawei must obtain American licenses , American chip industry insiders say this will cut off China's access to key semiconductor technology .

As report goes , The U.S. Department of commerce is drafting amendments to the so-called “ Foreign direct product rules ”(foreign direct product rule), This rule restricts foreign companies from using U.S. technology for military or national security products . People familiar with the matter said , If China's Huawei plans to use American equipment to produce chips for Huawei , Then the U.S. Department of Commerce may require the world （ Use American equipment ） Our chip factory has obtained the production license .

According to a person familiar with the matter , These changes have been discussed for weeks , But it was only recently proposed , And there will be an additional provision , Limit the ability of American companies to supply China from overseas . These new regulations are part of a series of measures taken by the United States in recent months to restrict chip trade with China . A person familiar with the matter said when talking about the possible impact of new trade restrictions on chip manufacturers :“ they （ The United States ） The goal is , We don't want any chip manufacturer in the world to produce anything for Huawei .”

But people in the semiconductor industry in the United States say , Although the move is aimed at slowing down China's technological progress , But it may disrupt the global semiconductor supply chain , Weaken the growth of many American companies .

Some people familiar with the matter said , If the United States restricts the use of semiconductor manufacturing tools , It may damage China's domestic chip industry , Because it is difficult for Chinese chip manufacturers to find enough substitutes from other countries . It may also disrupt the global chip manufacturing supply chain , Forcing non Chinese chip manufacturers to choose between continuing to supply to China and purchasing American equipment . Manufacturers of chip manufacturing equipment in the United States , for example Applied Materials Inc.（AMAT） and Lam Research Corp.（LRCX）, It is the largest in the industry . The equipment they make is one of the most expensive equipment in the world . It usually costs billions of dollars to build a modern chip factory , The new restrictions imposed by the U.S. government on U.S. equipment may prompt their customers to turn to alternative products from other countries .

One person familiar with the matter said ：“ This will greatly hinder any wafer factory in the world from using American equipment , Because compared with Japanese or Chinese equipment , U.S. equipment will be restricted by the U.S. government .” And once these restrictions are implemented , It may have an impact on semiconductor design companies , Many of them are American companies , Because they don't produce their own hardware , Instead, it relies on contract chip manufacturers .

For all that , This proposal still shows the blunt measures taken by the trump administration in trying to cut off the link between China and the US semiconductor industry .

Last year, after the United States imposed restrictions on the sale of chips to China , Some companies can continue shipping through a rule , This rule allows products manufactured in the United States to be insufficient 25% Under the circumstances , Continue to sell chips to Huawei . The US Department of Commerce has proposed to reduce this threshold to 10%, The US Department of defense initially opposed stricter restrictions , The reason is that it may harm the interests of American companies , But the US Department of defense later abandoned its opposition to the plan , Clearing the way for the implementation of the plan .

Semiconductors have always been one of the products that China imports most from the United States , And not everyone in the US government supports this idea . According to the 《 Wall Street journal 》 reports , US President trump has not yet reviewed the proposed changes of the US Department of Commerce . at present , Trump is also considering cutting off the connection between China's domestic large aircraft and the world's advanced jet engine technology .

According to a person familiar with the matter , U.S. government officials are scheduled to 2 month 28 Hold a meeting on , Discuss lowering the threshold of sanctions and possible broader restrictions on chip manufacturers facing Chinese consumers . The source said , The US export ban may be extended to include more Chinese companies .

It is worth noting that , Trump denounced the above practice , Said the proposal being considered by Congress “ It's ridiculous ”. He tweeted , When other countries buy American products , The United States cannot 、 Nor will it become a difficult country . He is also dissatisfied with Congress “ Often use national security as an excuse ”, Force American companies to leave the United States in order to remain competitive .

“ We hope to sell products and commodities to China and other countries . This is trade . We don't want to make it impossible to do business with us . Because this will only mean that orders will flow to other places . I hope China will buy our aircraft engines , After all, this is the best engine in the world .”

He said ：“ I want to make （ The world ） It's easy to do business with the United States , Instead of becoming difficult . Everyone in my government is required to do so , There should be no excuse .” Last , He emphasized on twitter ,“ The United States is open to trade ”！

2 month 18 Japan , Trump reiterated the above views in an interview with Fox News , He said ：“ National security is very important , But the opportunity for American companies to grow and expand cannot be sacrificed for a false national security reason , I think many people have been carried away by this word ... I hope our company can do business , My desk is actually full of things that have nothing to do with national security , Including chip manufacturers and various other companies , If we give them up , What will happen ？ They will produce these chips in other countries , In China or other countries , National security is really important , I have always been tough on Huawei , But that doesn't mean we have to be strict with all companies . I hope they can sell all the great technologies , We are the first in the world , We want to sell our products to other countries .”

edit ： Smart core - Woods Integrated from the network