华为飓风过境,台积电何以成为中心眼?

虎嗅网 · 2020-05-18
几小时之后,美国商务部一声令下,以华为 “破坏” 实体清单为由,宣布通过新修的国外直接产品规则,进一步切断了台积电在内的全球半导体产业链同华为的供应关系 ... 自 “实体清单” 实施一年以来,华为在 IC 设计端已基本实现自研替代或非美供应商切换,而至于制造端,华为仍高度依赖台积电,且上游半导体设备、EDA 软件仍被美国厂商垄断,因而成为美方本次重点施压方向 ... 美国商务部认为,华为虽然被纳入实体清单受到《出口管制条例》(EAR)的管控,但是华为和国外晶圆厂还在继续使用美国商务控制清单(CCL)中的软件、设备、技术,为华为提供半导体产品,因此需要升级出口管理的限制。
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