0817美國商務部華為禁令 - 股票

焦糖葛葛說看原文比較好, 那我們來看一下
https://tinyurl.com/y5egzqp8

Commerce Department Further Restricts Huawei Access to U.S. Technology and
Adds Another 38 Affiliates to the Entity List

華為禁令加強了, 另外新添了38家子公司到實體清單中

The Bureau of Industry and Security (BIS) in the Department of Commerce
(Commerce) today further restricted access by Huawei Technologies (Huawei)
and its non-U.S. affiliates on the Entity List to items produced domestically
and abroad from U.S. technology and software. In addition, BIS added another
38 Huawei affiliates to the Entity List, which imposes a license requirement
for all items subject to the Export Administration Regulations (EAR) and
modified four existing Huawei Entity List entries. BIS also imposed license
requirements on any transaction involving items subject to Commerce export
control jurisdiction where a party on the Entity List is involved, such as
when Huawei (or other Entity List entities) acts as a purchaser,
intermediate, or end user. These actions, effective immediately, prevent
Huawei’s attempts to circumvent U.S. export controls to obtain electronic
components developed or produced using U.S. technology.

不管華為跟實體清單內的公司, 是購買者or中間人or終端客戶
任何公司要把含有美國技術的產品賣過去, 都需要美國老大的賴森司同意

In May 2020, BIS amended the longstanding foreign-produced direct product
(FDP) rule to target Huawei’s acquisition of semiconductors that are the
direct product of certain U.S. software and technology. Today’s amendment
further refines the FDP rule by applying the control to transactions: 1)
where U.S. software or technology is the basis for a foreign-produced item
that will be incorporated into, or will be used in the “production” or “
development” of any “part,” “component,” or “equipment” produced,
purchased, or ordered by any Huawei entity on the Entity List; or 2) when any
Huawei entity on the Entity List is a party to such a transaction, such as a
“purchaser,” “intermediate consignee,” “ultimate consignee,” or “
end-user.”

This amendment further restricts Huawei from obtaining foreign made chips
developed or produced from U.S. software or technology to the same degree as
comparable U.S. chips.

“Huawei and its foreign affiliates have extended their efforts to obtain
advanced semiconductors developed or produced from U.S. software and
technology in order to fulfill the policy objectives of the Chinese Communist
Party,” said Commerce Secretary Wilbur Ross. “As we have restricted its
access to U.S. technology, Huawei and its affiliates have worked through
third parties to harness U.S. technology in a manner that undermines U.S.
national security and foreign policy interests. This multi-pronged action
demonstrates our continuing commitment to impede Huawei’s ability to do so.”

The following 38 new Huawei affiliates across 21 countries were added to the
Entity List because they present a significant risk of acting on Huawei’s
behalf contrary to the national security or foreign policy interests of the
United States. There is reasonable cause to believe that Huawei otherwise
would seek to use them to evade the restrictions imposed by the Entity List.

Huawei Cloud Computing Technology; Huawei Cloud Beijing; Huawei Cloud Dalian;
Huawei Cloud Guangzhou; Huawei Cloud Guiyang; Huawei Cloud Hong Kong; Huawei
Cloud Shanghai; Huawei Cloud Shenzhen; Huawei OpenLab Suzhou; Wulanchabu
Huawei Cloud Computing Technology; Huawei Cloud Argentina; Huawei Cloud
Brazil; Huawei Cloud Chile; Huawei OpenLab Cairo; Huawei Cloud France; Huawei
OpenLab Paris; Huawei Cloud Berlin; Huawei OpenLab Munich; Huawei
Technologies Dusseldorf GmbH; Huawei OpenLab Delhi; Toga Networks; Huawei
Cloud Mexico; Huawei OpenLab Mexico City; Huawei Technologies Morocco; Huawei
Cloud Netherlands; Huawei Cloud Peru; Huawei Cloud Russia; Huawei OpenLab
Moscow; Huawei Cloud Singapore; Huawei OpenLab Singapore; Huawei Cloud South
Africa; Huawei OpenLab Johannesburg; Huawei Cloud Switzerland; Huawei Cloud
Thailand; Huawei OpenLab Bangkok; Huawei OpenLab Istanbul; Huawei OpenLab
Dubai; and Huawei Technologies R&D UK
The Temporary General License (TGL) has now expired. This rule further
protects U.S. national security and foreign policy interests by making a
limited permanent authorization for the Huawei entities on the Entity List.
This limited authorization is for the sole purpose of providing ongoing
security research critical to maintaining the integrity and reliability of
existing and currently “fully operational networks” and equipment.

In a concurrent rule, BIS revised the Entity List to require a license when a
party on the Entity List acts as a purchaser, intermediate consignee,
ultimate consignee, or end user to an EAR transaction. This aligns with the
additional restrictions imposed in the revisions to the FDP, when any of the
Huawei entities on the Entity List are a party to the transaction, such as by
acting as purchaser, intermediate consignee, ultimate consignee, or end user.

另外, 中國的中芯國際也被迫挺美要遵守禁令, 設備緣故
https://tinyurl.com/y6rcte9f

華為禁令延9月30日生效
川普授權給五角大廈跟使用華為通訊設備的承包商權利
可以合作到9/30為止
https://www.chinatimes.com/newspapers/20200817000513-260108?chdtv

美掐斷華為 殃及聯發科
聯發科因為5G手機晶片中的美國技術含量低於25％
所以先前可以直接出貨予華為，但美國現在擴大對華為禁令的解釋
等於聯發科的手機晶片若未來要出貨華為，都要向美國申請並取得許可後才能出貨
https://ctee.com.tw/news/global/319955.html

天下雜誌整理的華為禁令
https://www.cw.com.tw/article/5101566
第一波: 2019年5月, 華為列實體清單禁止美企與其合作, 並不給華為用google
第二波: 25%美國技術含量產品沒美國同意不準賣華為, 5月降為0%
第三波: 除非美國同意, 不然不給華為繞道使用含美技術的產品

根據路透社，美國新增38個華為相關公司進實體清單，且立即生效
換句話說，打入黑名單的華為相關企業總數達152個
所有在黑名單上的公司，無論做為買方、中間商、承銷商或終端用戶時
都需先有美國商務部發放的許可證

商務部官員告訴路透社，華為可能會尋求第三方設計的晶片來解套
但新規範表明的是，現在『現成的』晶片也涵蓋在我們的管轄了

高通告狀：它也有用美國技術
https://udn.com/news/story/6841/4788347

8月8日的《華爾街日報》曝光了高通對美國政府的遊說文件，顯示
高通希望說服川普政府准許該公司在「915」大限之後
可以供應華為最新的5G手機晶片
這回，高通正式將聯發科拖下水
在文件中直接點名聯發科與韓國的三星，是商務部禁令的漏網之魚

一位聯發科前任主管表示，聯發科產品的設計過程，也採用不少「美國技術」
本就在美國禁令的灰色地帶，「美國商務部若要刁難，不讓你賣，真的可以！」

幾個資深科技業高層、外資分析師都認為，華為選在此時付出巨資給高通
極可能是要求高通去向政府疏通的「前金」。

「這個和解時間點很異常，」一位美商半導體大廠高層說
高通與華為的專利授權爭議已經吵了多年，卻在此時突然爽快地一次付清
「大家認為華為可能是跟高通說好，你幫我搞定美國政府或拜登，我會給你一些好處。」





整理完差不多是這些, 分別是華為/發哥/高通的角度, 希望對大家有幫助

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