The US ban on Huawei began to affect European chip manufacturers

8 month 17 Sunday night , Department of Commerce, bureau of industry and security （BIS） Further upgraded the restrictions on Huawei , The new amendment will prohibit Huawei from purchasing software or technology developed or produced in the United States “ Spare parts ”、“ Components ” or “ equipment ”, Unless you get a license from the United States . At present, many general-purpose chips are based on the United States EDA Software design , At the same time, many chip production links are also based on or partially based on semiconductor equipment manufacturing in the United States , This also directly led to the failure of chip manufacturers such as MediaTek to continue to supply China .

Although European chip manufacturers are not very dependent on American technology , However, Huawei's terminal equipment or communication equipment is a system level product , Without any key chip, we can't ship , And this chain reaction , It also impacted the business of European chip manufacturers .

for example , Huawei's mobile phones use Italian semiconductor and ams And other chips and components produced by European chip manufacturers , Although these chips and components may not be based on American technology , Nor will it affect its continued supply to Huawei , But if some chips or components in Huawei mobile phones are based on American technology , Then Huawei will not be able to purchase these chips or components , If Huawei cannot find other alternatives , Then Huawei's mobile phones cannot continue to be produced . In this context , Naturally, Huawei does not need to continue to purchase other chips or parts that are not based on American technology .

According to Bloomberg , brokerage agency Liberum Say in an email that ：“ If Huawei cannot purchase other parts for its mobile phones , Then the revenue of STMicroelectronics will decline 6%.”

A spokeswoman said , Italian semiconductor is “ Evaluate the new rules .”

Again , For those headquartered in Austria ams Produced by 3D Products such as sensing components also do not rely on American software or technical equipment , But J.P. Morgan analyst sandip · Despander （Sandeep Deshpande） Point out in a report that ,“ If Huawei mobile phones cannot be shipped ”, The relevant restrictions will still apply to ams Business impact .

ams Express , It is assessing the impact of the latest US restrictions , And added that ：“ At present, we cannot speculate on the extent to which these restrictions will affect our products .”

Infineon, one of the largest chip manufacturers in Europe, also said , It is evaluating the latest situation , And will respond accordingly .

According to one person familiar with the matter , British technology company that supplies power management chips for various Huawei products Dialog Semiconductor is also paying close attention to this situation .

NXP, another European chip maker, did not respond to a request for comment .

however , Edison investment research company TMT Dan, global head of industry · Ridsdale (Dan Ridsdale) said ：“ In the field of mobile phones , The European semiconductor industry is more vulnerable to Apple , Not Huawei .”“ Changes in Apple's mobile phone market share will always affect chip supply .”

edit ： Smart core - Woods