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芯片制造商在貿易戰中獲得希望

芯片制造商在貿易戰中獲得希望| EE Times

金山 - 周一是特朗普總統與中國國家主席習近平在日本大阪舉行的G20峰會上會面后的第一天籌碼,并同意新的貿易談判和征收新的關稅。英特爾高通公司,但華為的著名供應商,如Broadcom,Skyworks Solutions,Qorvo和Micron Technology,尤其需要反彈。總體而言,費城SOX半導體指數周一上漲近2.7%。

“The progress made today by President Trump and President Xi in Osaka is good news for the semiconductor industry, the overall tech sector, and the world's two largest economies,” said Jon Neuffer, president and CEO of the Semiconductor Industry Association (SIA), in a statement released on Saturday. “We are encouraged [that] the talks are restarting and additional tariffs are on hold, and we look forward to getting more detail on the president's remarks on Huawei.”半導體行業協會(SIA)總裁兼首席執行官Jon Neuffer說:“特朗普總統和習近平主席在大阪取得的進展對半導體行業,整體科技行業以及全球兩大經濟體來說都是個好消息。”周六發布的一份聲明中說:“我們感到鼓舞的是會談正在重啟并且額外的關稅暫停,我們期待得到關于總統對華為的評論的更多細節。”



Days later, detail remains lacking. The semiconductor industry is relieved now that talks between the US and China are resuming, but of course, the outcome of new trade negotiations is far from assured.由于美中之間的談判正在恢復,半導體產業現在松了一口氣,但新貿易談判的結果當然是毋庸置疑的。

On Saturday, Trump referenced lobbying efforts on behalf of US component suppliers regarding the Huawei ban and said — in an apparent overture to Xi — that US companies could sell their “high-tech” products to Huawei as long as it didn't create a “great, national emergency problem.” Sa Tru引用l Tru Tru Tru Sa表示美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國美國s s s高高高高高“偉大的國家緊急問題。”

It remains unclear what products US companies will be able to resume supplying to Huawei, which was placed on an export blacklist last month over US national security concerns.目前尚不清楚美國公司將能夠恢復向華為提供哪些產品,華為上個月因美國國家安全問題而被列入出口黑名單。

Analysts and semiconductor industry insiders were scrambling Monday to try to interpret Trump's comments on Huawei. Trump administration officials said Monday that the most likely scenario would be the issuance of more licenses to enable US firms to sell some products to Huawei.分析師和半導體業內人士周一爭先恐后地試圖解釋特朗普對華為的評論。特朗普政府官員周一表示,最有可能的情況將是更多的許可證問題,以使美國的優勢能夠有時出售。

US President Donald Trump and Chinese President Xi Jinping pose for a photo during a meeting at the G20 Summit in Osaka, Japan. Photo: Shealah Craighead/Official White House Photo 美國總統唐納德·特朗普和中國國家主席習近平在日本大阪舉行的G20峰會上合影留念。圖片:Shealah Craighead /官方白宮照片

The renewed trade talks and Trump's apparent about-face on Huawei come two weeks after the Office of the US Trade Representative wrapped up a series of hearings on the administration's proposal to impose tariffs on about $300 billion more of Chinese products. Not surprisingly, US companies from Apple to Walmart have come out in opposition to tariffs, with more than 500 companies and 140 industry groups signing an open letter to Trump earlier this month asking him to reconsider his tariffs.在美國貿易代表辦公室結束了一系列有關政府提出的強制性建議的聽證會后兩周,重新進行的貿易談判和特朗普在華為的表面上顯而易見。從蘋果公司到沃爾瑪公司都反對關稅,超過500家公司和140個行業組織本月早些時候簽署了一份給特朗普的公開信,要求他重新考慮他的關稅。

On June 19, four traditional US PC industry heavyweights — HP, Dell, Microsoft, and Intel — banded together to issue a joint statement, saying that though they recognize and appreciate Trump's efforts to address unfair practices, the proposed tariffs on laptops and tablets “threaten to disproportionately harm multiple US interests, including small and medium-sized businesses, a wide range of consumers, and device manufacturers.” The group, citing a study released earlier this month by the Consumer Technology Association, said that the proposed tariffs would increase US prices for laptops and tablets by at least 19%, or about $120. 6月19日,美國四大傳統PC行業巨頭 - 惠普,戴爾,微軟和英特爾 - 聯合發表聯合聲明,稱盡管他們承認并贊賞特朗普為解決不公平做法所做的努力, USMs,包括中小型企業,廣泛??的消費者和設備制造商。“該集團引用了本月早些時候由消費者技術部門發布的一項研究,筆記本電腦和平板電腦的美國價格至少為19%,即約120美元。

The SIA, like virtually every US trade group, supports Trump's aims of cracking down on China's trade practices — including forced technology transfers and lax IP protection — but continues to argue that the tariffs imposed on semiconductors and the semiconductor supply chain hurt US chipmakers and do nothing to curb China's trade practices at issue.與TUS的USP集團一樣,SIA支持特朗普打擊中國貿易行為的目標 - 包括強制技術轉讓和寬松的知識產權保護 - - - - - - - - 沒有什么可以遏制中國的貿易做法。

Devi Keller, director of global policy at SIA, testified at one of the US Trade Representative hearings that the tariffs were ill-equipped to address the issues at hand. Keller testified that the semiconductor test, packaging, and assembly performed in Asia — including China — represents only about 10% of the value of a semiconductor. Additional tariffs, she argued, could have crippling effects on the US semiconductor industry and US IT as a whole. SIA全球政策主管凱勒在美國貿易代表的一次聽證會上作證說,關稅對解決手頭的問題沒有足夠的能力。凱勒證實半導體測試,包裝和裝配在亞洲進行 - 包括中國她認為,額外的關稅可能對美國半導體產業和整個美國IT產生嚴重影響 - 僅占半導體價值的10%左右。

· 2019-07-04 23:31  本新聞來源自:eetimes,版權歸原創方所有

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