華為求生!傳大清早急叩聯發科、大立光等供應商趕交貨 - 股票
By Candice
at 2020-08-26T18:31
at 2020-08-26T18:31
Table of Contents
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華為求生!傳大清早急叩聯發科、大立光等供應商趕交貨
川普政府 17 日掐斷所有商業晶片供應鏈後,傳出華為(Huawei Technologies)已進入
「求生模式」(survival mode),務必趕在 9 月 14 日禁令生效前,建立最大量晶片庫
存。
日經新聞英文版 25 日引述知情人士報導,華為正在努力建立 5G 行動處理器及 Wi-Fi、
射頻與面板驅動 IC 等零組件,供應商包括聯發科、瑞昱、聯詠、立積等關鍵晶片開發商
。美方法令規定,禁令宣布當天進行中的訂單,依舊可以繼續出貨,但所有貨品必須趕在
9 月 14 日午夜前交出。
為了趕在期限前交貨,部分晶片供應商甚至同意運送尚未經過測試、組裝的半成品或晶圓
。熟知內情的人士透露,華為最近常會在早上 4 點打電話給供應商,或是召開午夜電話
會議。三星電子(Samsung Electronics)、SK海力士(SK Hynix)等記憶體晶片供應商
,甚至大立光、舜宇光學等光學鏡頭廠,也都趕著提前出貨給華為,這些業者的製程全都
會用到美國科技與軟體。
知情人士表示,5G 智慧手機處理器及高階智慧手機晶片,是華為最急著建立的庫存。不
過,倘若美方不願解除禁令,就算華為現在取得一些晶片,智慧手機事業依舊受重創,因
要以庫存晶片設計新產品,是非常艱鉅的任務。
聯發科回應日經時表示,會全面且嚴格遵守全球貿易法令,不會把半成品或尚未經過測試
及封裝的晶片出貨給客戶。大立光則說無法對特定客戶的狀況回應。
評論:
除了聯發科,三星電子(Samsung Electronics)、SK海力士(SK Hynix)等記憶體
晶片供應商,甚至大立光、舜宇光學等光學鏡頭廠,也都趕著提前出貨給華為
聯發科又要重返榮耀了
--
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