焦糖葛葛说看原文比较好, 那我们来看一下
https://tinyurl.com/y5egzqp8
Commerce Department Further Restricts Huawei Access to U.S. Technology and
Adds Another 38 Affiliates to the Entity List
华为禁令加强了, 另外新添了38家子公司到实体清单中
The Bureau of Industry and Security (BIS) in the Department of Commerce
(Commerce) today further restricted access by Huawei Technologies (Huawei)
and its non-U.S. affiliates on the Entity List to items produced domestically
and abroad from U.S. technology and software. In addition, BIS added another
38 Huawei affiliates to the Entity List, which imposes a license requirement
for all items subject to the Export Administration Regulations (EAR) and
modified four existing Huawei Entity List entries. BIS also imposed license
requirements on any transaction involving items subject to Commerce export
control jurisdiction where a party on the Entity List is involved, such as
when Huawei (or other Entity List entities) acts as a purchaser,
intermediate, or end user. These actions, effective immediately, prevent
Huawei’s attempts to circumvent U.S. export controls to obtain electronic
components developed or produced using U.S. technology.
不管华为跟实体清单内的公司, 是购买者or中间人or终端客户
任何公司要把含有美国技术的产品卖过去, 都需要美国老大的赖森司同意
In May 2020, BIS amended the longstanding foreign-produced direct product
(FDP) rule to target Huawei’s acquisition of semiconductors that are the
direct product of certain U.S. software and technology. Today’s amendment
further refines the FDP rule by applying the control to transactions: 1)
where U.S. software or technology is the basis for a foreign-produced item
that will be incorporated into, or will be used in the “production” or “
development” of any “part,” “component,” or “equipment” produced,
purchased, or ordered by any Huawei entity on the Entity List; or 2) when any
Huawei entity on the Entity List is a party to such a transaction, such as a
“purchaser,” “intermediate consignee,” “ultimate consignee,” or “
end-user.”
This amendment further restricts Huawei from obtaining foreign made chips
developed or produced from U.S. software or technology to the same degree as
comparable U.S. chips.
“Huawei and its foreign affiliates have extended their efforts to obtain
advanced semiconductors developed or produced from U.S. software and
technology in order to fulfill the policy objectives of the Chinese Communist
Party,” said Commerce Secretary Wilbur Ross. “As we have restricted its
access to U.S. technology, Huawei and its affiliates have worked through
third parties to harness U.S. technology in a manner that undermines U.S.
national security and foreign policy interests. This multi-pronged action
demonstrates our continuing commitment to impede Huawei’s ability to do so.”
The following 38 new Huawei affiliates across 21 countries were added to the
Entity List because they present a significant risk of acting on Huawei’s
behalf contrary to the national security or foreign policy interests of the
United States. There is reasonable cause to believe that Huawei otherwise
would seek to use them to evade the restrictions imposed by the Entity List.
Huawei Cloud Computing Technology; Huawei Cloud Beijing; Huawei Cloud Dalian;
Huawei Cloud Guangzhou; Huawei Cloud Guiyang; Huawei Cloud Hong Kong; Huawei
Cloud Shanghai; Huawei Cloud Shenzhen; Huawei OpenLab Suzhou; Wulanchabu
Huawei Cloud Computing Technology; Huawei Cloud Argentina; Huawei Cloud
Brazil; Huawei Cloud Chile; Huawei OpenLab Cairo; Huawei Cloud France; Huawei
OpenLab Paris; Huawei Cloud Berlin; Huawei OpenLab Munich; Huawei
Technologies Dusseldorf GmbH; Huawei OpenLab Delhi; Toga Networks; Huawei
Cloud Mexico; Huawei OpenLab Mexico City; Huawei Technologies Morocco; Huawei
Cloud Netherlands; Huawei Cloud Peru; Huawei Cloud Russia; Huawei OpenLab
Moscow; Huawei Cloud Singapore; Huawei OpenLab Singapore; Huawei Cloud South
Africa; Huawei OpenLab Johannesburg; Huawei Cloud Switzerland; Huawei Cloud
Thailand; Huawei OpenLab Bangkok; Huawei OpenLab Istanbul; Huawei OpenLab
Dubai; and Huawei Technologies R&D UK
The Temporary General License (TGL) has now expired. This rule further
protects U.S. national security and foreign policy interests by making a
limited permanent authorization for the Huawei entities on the Entity List.
This limited authorization is for the sole purpose of providing ongoing
security research critical to maintaining the integrity and reliability of
existing and currently “fully operational networks” and equipment.
In a concurrent rule, BIS revised the Entity List to require a license when a
party on the Entity List acts as a purchaser, intermediate consignee,
ultimate consignee, or end user to an EAR transaction. This aligns with the
additional restrictions imposed in the revisions to the FDP, when any of the
Huawei entities on the Entity List are a party to the transaction, such as by
acting as purchaser, intermediate consignee, ultimate consignee, or end user.
另外, 中国的中芯国际也被迫挺美要遵守禁令, 设备缘故
https://tinyurl.com/y6rcte9f
华为禁令延9月30日生效
川普授权给五角大厦跟使用华为通讯设备的承包商权利
可以合作到9/30为止
https://www.chinatimes.com/newspapers/20200817000513-260108?chdtv
美掐断华为 殃及联发科
联发科因为5G手机芯片中的美国技术含量低于25％
所以先前可以直接出货予华为，但美国现在扩大对华为禁令的解释
等于联发科的手机芯片若未来要出货华为，都要向美国申请并取得许可后才能出货
https://ctee.com.tw/news/global/319955.html
天下杂志整理的华为禁令
https://www.cw.com.tw/article/5101566
第一波: 2019年5月, 华为列实体清单禁止美企与其合作, 并不给华为用google
第二波: 25%美国技术含量产品没美国同意不准卖华为, 5月降为0%
第三波: 除非美国同意, 不然不给华为绕道使用含美技术的产品
根据路透社，美国新增38个华为相关公司进实体清单，且立即生效
换句话说，打入黑名单的华为相关企业总数达152个
所有在黑名单上的公司，无论做为买方、中间商、承销商或终端用户时
都需先有美国商务部发放的许可证
商务部官员告诉路透社，华为可能会寻求第三方设计的芯片来解套
但新规范表明的是，现在‘现成的’芯片也涵盖在我们的管辖了
高通告状：它也有用美国技术
https://udn.com/news/story/6841/4788347
8月8日的《华尔街日报》曝光了高通对美国政府的游说文件，显示
高通希望说服川普政府准许该公司在“915”大限之后
可以供应华为最新的5G手机芯片
这回，高通正式将联发科拖下水
在文件中直接点名联发科与韩国的三星，是商务部禁令的漏网之鱼
一位联发科前任主管表示，联发科产品的设计过程，也采用不少“美国技术”
本就在美国禁令的灰色地带，“美国商务部若要刁难，不让你卖，真的可以！”
几个资深科技业高层、外资分析师都认为，华为选在此时付出巨资给高通
极可能是要求高通去向政府疏通的“前金”。
“这个和解时间点很异常，”一位美商半导体大厂高层说
高通与华为的专利授权争议已经吵了多年，却在此时突然爽快地一次付清
“大家认为华为可能是跟高通说好，你帮我搞定美国政府或拜登，我会给你一些好处。”
整理完差不多是这些, 分别是华为/发哥/高通的角度, 希望对大家有帮助