斷絕華為貨源!美擬祭禁令限制中企取得 - 股票
By Linda
at 2020-02-18T09:52
at 2020-02-18T09:52
Table of Contents
1.原文連結:https://reurl.cc/ObdmDD
2.原文內容:
斷絕華為貨源!美擬祭禁令限制中企取得晶片技術
MoneyDJ新聞 2020-02-18 07:43:46 記者 李彥瑾 報導
美國政府將華為5G設備視為中國的「特洛伊木馬」,指控北京藉此竊取外國企業和政府機
關的重要機密。據知情人士透露,川普政府考慮對中國祭出新貿易禁令,試圖斷絕中國取
得關鍵半導體技術的源頭,將連帶影響全球最大半導體代工業者台積電。
路透社、《華爾街日報》報導,美方將於本週及下週召開高層級會議,商討是否對華為實
施新禁令。知情人士表示,美國商務部將修改《外國直接產品原則》(Foreign Direct
Product Rule),阻止台積電等半導體公司向華為供應晶片,但目前尚不清楚是否會獲得
通過。
知情人士指出,該提案限制外國企業將美國技術用於軍事或國安產品,若製造商要使用美
國半導體設備為華為生產晶片,必須先向美國申請許可。這項措施將嚴重打擊華為,同時
影響台積電的銷售和研發工作,因為華為是全球第二大智慧型手機品牌,而台積電是華為
子公司海思半導體及蘋果(Apple)、高通(Qualcomm)的主要晶片製造商。
華為是台積電的重要營收來源。業界專家估計,2019年台積電營收超過350億美元,其中
,海思半導體對台積電營收的貢獻占比達10%以上,僅次於第一大客戶蘋果。台積電並未
公佈按客戶細分的營收數據。
美國業界人士認為,川普政府這項舉措,目的是打壓中國的科技發展,但也可能干擾全
球半導體供應鏈,並削弱許多美國相關企業的增長。
中國光大證券(Everbright Securities)去年發佈報告指出,全球晶片製造商大多都依賴
美製設備,來源包括科磊(KLA)、科林研發(Lam Research)和應用材料(Applied
Materials)等美國半導體設備大廠。光大證券寫道:「中國不存在僅使用中製設備的半導
體產線,因此若沒有美國的設備,其晶片製造將面臨困難。」
根據市場研究機構Gartner 1月16日發表的最新報告,全球半導體供應商2019年合計銷售
額4,183億美元,較2018年衰退11.9%,主因是記憶體市場低迷,2019年銷售額較2018年大
減31.5%。
MoneyDJ XQ全球贏家報價系統顯示,14日(17日美股因總統日休市一天)台積電美國掛牌
ADR(TSM.US)股價下跌1.92%、收58.19美元,2020年累計上漲0.15%;費城半導體指數14日
下跌0.19%、收1,956.56點,年初以來漲幅為5.78%。
3.心得/評論:
台積電表示: 十萬青年十萬肝 GG輪班救台灣. 華為占台GG 10%以上業績比重
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