美國:台積造的晶片最後跑到中國對台導彈裡 - 股票

※ [本文轉錄自 cjol 信箱]

作者: kyle5241 (Kyle Korver) 看板: Gossiping
標題: [新聞]美國:台積造的晶片最後跑到中國對台導彈裡
時間: Wed Nov 6 01:30:23 2019


1.媒體來源:
WCCFTECH

2.記者署名
Rohail Saleem

3.完整新聞標題:
TSMC’s Semiconductors Ending up in Chinese Missile Guidance Systems Aimed at
Taiwan, as per U.S. Officials

美國官員說：台積電生產的半導體最後會跑到中國對台導彈的導航系統中

4.完整新聞內文:
According to Financial Times, the Trump administration has been pressing
Taiwan to restrain the Taiwan Semiconductor Manufacturing Company (TSMC)
(TPE:2330), the world’s largest contract chipmaker, from selling its
semiconductors to Huawei – the Chinese telecoms and tech behemoth at the
epicenter of the ongoing Sino-U.S. trade war – and to institute firmer
technology export controls vis-a-vis China.

過去一年，川普不斷地施壓台灣去限制台積電對中國的出口

Over the past year, Washington’s officialdom has repeatedly conveyed to the
Taiwanese government the urgency of curbing TSMC’s continuing sale of
sensitive components to Chinese entities in general and Huawei in particular.
The driving force behind this concerted push stems from the widespread belief
in Washington that China has been, for some time now, engaging in an
ever-increasing pace of technology transfer from the civilian sector to the
military one. This, in turn, has given rise to the Trump administration’s
concerns that China is able to procure the required sensitive components for
its military through the commercial civilian trade.

華盛頓不斷地傳達管制台積電繼續銷售中國的急迫性。因為中國不斷地的加速把技術
從民間轉移到軍用。

Last month, a U.S. official informed Taiwanese diplomats that the
semiconductors produced by TSMC and then procured by Huawei, were ending up
in Chinese missile guidance systems aimed at Taiwan, as per the reporting by
Financial Times.

上個月，美國官員告訴台灣外交人員，台積製造給華為的半導體，已經跑到了中國
對準台灣的飛彈導航系統裡面了。

"US officials often have conversations with Taiwan interlocutors about the
security and end-use of their technology supply chains. We have similar
general export control and non-proliferation conversations with many partners,
” the official said.

美國官員不斷地跟台灣講要對安全和它們科技的終端使用進行管制，美國也有同樣
類似的出國限制措施。

“In this particular case, we have a partner that is under a direct military
threat from China, and is also one of the few places that produce certain
technologies China needs to support its military ambitions.”

在這個特例裡，我們的夥伴最面對中國直接的軍事威脅，但它又幫中國製造中國
所需要的武器

Of course, this conversation has been occurring in the wider context of the
Sino-U.S. trade war that has seen reprisals and counter moves from both
sides. Earlier in June, the U.S. Commerce Department added the Chinese tech
behemoth Huawei to the Entities List over national security concerns and for
violating U.S. sanctions on Iran (read our related coverage here). The step
bars Huawei from seeking sensitive components from American companies without
a prior approval from Trump administration. Thereafter, in August, the Trump
administration barred the use of federal grants for the purchase of
telecommunications equipment from five Chinese entities including Huawei.

The blacklisting of Huawei has disproportionately benefited TSMC. According
to Randy Abrams, the head of regional semiconductor research at Credit
Suisse, China accounted for about 20 percent of TSMC’s revenue in the third
quarter of 2019 with Huawei constituting almost half of that proportion. This
means that Huawei was directly responsible for about 10 percent of TSMC’s
total revenue in the quarter. Consequently, given the lucrative financial
stakes involved, industry experts remain skeptical that Washington can force
Taiwan’s hand in this matter. Randy Abrams believes that “if the Taiwan
government were to force TSMC to drop Huawei as a customer, the stock market
would react unfavorably.”

目前中國佔台積電20%的營收，其中華為就佔了10%

Though Taipei has declined to directly comment on this matter, the
spokesperson for Taiwanese President has said that “Taiwan’s technology
industry strictly respects international rules and continues to co-operate
with major countries including the US.”


5.完整新聞連結 (或短網址):
https://tinyurl.com/y3gjp5vz
※ 當新聞連結過長時，需提供短網址方便網友點擊

心得：

想到之前有個中國笑話
世界上最大的半導體製造公司在哪？在中國，在中國的台灣
老實說中國的導彈上的晶片，沒什麼意外應該也都是台積造的
這樣想想好像還真的有管制的理由
要不然就是把同樣的技術用在台灣的導彈上
台積電大利空

--