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Reuters reported yesterday that companies that provide sophisticated and expensive instruments for the chip industry plan to warn the Trump administration that if China’s largest chipmaker SMIC is blacklisted, it will harm America’s own interests.
The Semiconductor Industry International Association SEMI drafted this letter warning the Trump administration on behalf of many chip companies.
SEMI is a global industry association dedicated to promoting the overall development of the microelectronics, flat panel displays and solar photovoltaic supply chain. It has more than 2,400 members around the world, including manufacturing, equipment, materials and service companies in the industry supply chains mentioned above. , Including SMIC and US chip equipment manufacturers and materials companies.
SEMI’s members and clients are multinationals, so SEMI is often at the forefront in supporting the internationalization of industries.
According to Reuters, the association stated in the letter thatThe equipment and materials purchased by SMIC in the United States each year amount to US $ 5 billion. Including SMIC on the list of entities will make it difficult for the United States to provide products for it, hurting its technological advantages.
The letter also mentioned that this move will make people feel more and more that the delivery of US products is unreliable, which will also affect people’s perception of the strength of the US economy.“We urge the Commerce Department to seriously consider adding SMIC to the list of entities, because this may have direct and long-term adverse effects on the US industry, economy and international security.”
Previously, the United States has included more than 300 Chinese companies in the list of entities. As the number of Chinese companies subject to sanctions increases, so will the impact on upstream companies in the United States. Dan Hutcheson, chief executive of VLSI Research, a semiconductor industry research firm, said that the Trump administration’s restrictions on Huawei have led to a long inventory lag for US chip companies, and the US Senate’s $ 22.8 billion assistance to the chip industry is not as much as the industry needs. The actual gap is approximately US $ 50 billion.
The “Entity List” not only affects the United States economy itself, but also affects semiconductor manufacturers in Japan, South Korea, and other countries. Last year, the amount of semiconductor equipment and materials that Huawei bought from Japan and South Korea exceeded US $ 10 billion. Now it is forced to face a huge revenue gap due to the “list of entities “.
The US Department of Commerce did not immediately respond to comments on the content of the leaked draft letter. Joe Pasetti, SEMI vice president of global public relations, also said he would not comment on the draft letter leaked to the media.However, according to Reuters, the letter will be delivered to Commerce Secretary Wilbur Ross as soon as this week.
Earlier this month, US Defense Department officials stated that the Trump administration was considering whether to include SMIC on the trade blacklist.
A Pentagon spokesman said that if action is taken against SMIC, US suppliers will be forced to obtain special licenses before providing technology and products to the company, but this license is “difficult to obtain.” This is exactly what SEMI is concerned about.
As soon as the news broke, SMIC immediately issued the “SMIC Statement on Foreign Media Reporting that the US Government is Considering the Company’s Commercial Blacklist”, stating:
As an internationally operating integrated circuit manufacturing company listed on the Hong Kong Stock Exchange and A shares in mainland China, SMIC,The company strictly complies with the laws and regulations of the relevant countries and regions, and has been operating legally and in accordance with regulations on this basis.And with many well-known American and international semiconductor equipment suppliers, we have established good cooperative relationships for many years. The United States Department of Commerce has issued many important export licenses for SMIC imported and purchased equipment throughout years.
The statement also stated that SMIC has never had operations involving military applications since its establishment and has nothing to do with the Chinese military. In 2016 and before, SMIC was also an officially recognized “Validated End User” by the US Department of Commerce.
SMIC hopes to communicate with the United States to eliminate misunderstandings.
On the first day of Huawei’s chip supply outage, on September 15, SMIC also stated that “the company has requested the US to continue to supply Huawei in accordance with regulations and reiterated that it will strictly comply with laws. and regulations of the relevant countries and regions. “
SMIC did this because some of the specialty machines in the company’s chip factory were made by American companies like Applied Materials. Although the company already owns the equipment, it still needs to obtain permission from the President of the United States to use it. .
Some netizens expressed their misunderstanding about SMIC’s response and practices, and believed that SMIC, as a Chinese company, should be more rigid.Global Times Editor-in-Chief Hu Xijin believes that, in this case, the relevant Chinese companies should adopt the response methods that they consider most beneficial to the interests of the company according to their own circumstances. This should be your right.
Hu Xijin also said:The United States does not sympathize with Chinese companies, and especially wants to kill Chinese companies that are at the forefront. Right now, we should especially sympathize with those Chinese companies and support them more, rather than blame them at this time.
Reference source for this article:
https://finance.yahoo.com/news/chip-group-warn-trump-admin-211124728.html
https://mp.weixin.qq.com/s/ekhLGHina1KDyQFWtfxtGw
Red Lei Feng Red Lei Feng Red Lei Feng(Public account: Lei Feng Net)
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