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芯片制造商在贸易战中获得希望

芯片制造商在贸易战中获得希望| EE Times

金山 - 周一是特朗普总统与中国国家主席习近平在日本大阪举行的G20峰会上会面后的第一天筹码,并同意新的贸易谈判和征收新的关税。英特尔高通公司,但华为的着名供应商,如Broadcom,Skyworks Solutions,Qorvo和Micron Technology,尤其需要反弹。总体而言,费城SOX半导体指数周一上涨近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.”半导体行业协会(SIA)总裁兼首席执行官Jon Neuffer说:“特朗普总统和习近平主席在大阪取得的进展对半导体行业,整体科技行业以及全球两大经济体来说都是个好消息。”周六发布的一份声明中说:“我们感到鼓舞的是会谈正在重启并且额外的关税暂停,我们期待得到关于总统对华为的评论的更多细节。”



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.由于美中之间的谈判正在恢复,半导体产业现在松了一口气,但新贸易谈判的结果当然是毋庸置疑的。

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表示美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国美国s s s高高高高高“伟大的国家紧急问题。”

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.目前尚不清楚美国公司将能够恢复向华为提供哪些产品,华为上个月因美国国家安全问题而被列入出口黑名单。

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.分析师和半导体业内人士周一争先恐后地试图解释特朗普对华为的评论。特朗普政府官员周一表示,最有可能的情况将是更多的许可证问题,以使美国的优势能够有时出售。

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 美国总统唐纳德·特朗普和中国国家主席习近平在日本大阪举行的G20峰会上合影留念。图片:Shealah Craighead /官方白宫照片

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.在美国贸易代表办公室结束了一系列有关政府提出的强制性建议的听证会后两周,重新进行的贸易谈判和特朗普在华为的表面上显而易见。从苹果公司到沃尔玛公司都反对关税,超过500家公司和140个行业组织本月早些时候签署了一份给特朗普的公开信,要求他重新考虑他的关税。

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,美国四大传统PC行业巨头 - 惠普,戴尔,微软和英特尔 - 联合发表联合声明,称尽管他们承认并赞赏特朗普为解决不公平做法所做的努力, USMs,包括中小型企业,广泛​​的消费者和设备制造商。“该集团引用了本月早些时候由消费者技术部门发布的一项研究,笔记本电脑和平板电脑的美国价格至少为19%,即约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.与TUS的USP集团一样,SIA支持特朗普打击中国贸易行为的目标 - 包括强制技术转让和宽松的知识产权保护 - - - - - - - - 没有什么可以遏制中国的贸易做法。

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全球政策主管凯勒在美国贸易代表的一次听证会上作证说,关税对解决手头的问题没有足够的能力。凯勒证实半导体测试,包装和装配在亚洲进行 - 包括中国她认为,额外的关税可能对美国半导体产业和整个美国IT产生严重影响 - 仅占半导体价值的10%左右。

· 2019-07-04 23:31  本新闻来源自:eetimes,版权归原创方所有

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