<ul>
<li>商务部致信美国公司，要求停止向华虹的两家工厂运送设备</li>
</ul><ul>
<li>此举源于对华虹及其旗下华力微电子可能制造先进计算芯片的担忧</li>
</ul><ul>
<li>受限制影响，美国设备制造行业可能损失数十亿美元的销售额</li>
</ul><p>作者：Karen Freifeld</p><p>纽约，4 月 28 日（路透社）- 据两位知情人士透露，美国商务部上周命令多家芯片设备公司停止向中国第二大芯片制造商华虹运送某些设备。</p><p>知情人士称，该部已向至少几家公司发函，告知其对运往华虹（688347.SS）设施的工具和其他材料实施的新限制，美方官员认为这些设施将用于制造中国最先进的芯片。消息人士补充说，顶级美国芯片设备公司泛林集团（LRCX.O）、应用材料（AMAT.O）和科磊（KLAC.O）均被认为收到了信函，这些公司在中国的业务规模庞大。路透社曾在 3 月独家报道，华虹集团已开发出可用于生产人工智能芯片的先进芯片制造技术，这是北京推动科技自给自足努力中的一个里程碑。消息人士称，该集团的代工芯片业务华力微电子正在其上海工厂准备 7 纳米芯片制造工艺。报道称，中国大陆最大的代工芯片制造商中芯国际是目前唯一能够使用 7 纳米技术制造芯片的国内公司。消息人士称，商务部的信函也旨在阻止向华力微电子发货。</p><p>美国旨在保护其在人工智能芯片方面的领先地位 近年来，出于国家安全考虑，商务部限制美国公司向生产先进芯片的中国工厂运送设备，以维护美国在制造人工智能和其他先进芯片方面的技术领先地位。最近的信函延续了这一政策，但可能在总统唐纳德·特朗普定于 5 月在北京与中国国家主席习近平举行会晤之前，加剧与中国的紧张关系。</p><p>一位知情人士称，美国芯片设备公司及其他供应商可能损失数十亿美元的销售额，尤其是如果它们向正在建设中的芯片制造工厂或正在改造以开始制造更先进芯片的工厂供货的话。这些限制可能会减缓中国国内芯片制造的推进步伐，不过华虹或许能够从外国或中国公司购买设备来替代受限工具。</p><p>商务部发言人拒绝置评。华虹未立即回应置评请求。泛林集团、应用材料和科磊也未立即回应置评请求。</p>

华虹半导体

泛林集团

华虹公司

<ul>
<li>Commerce Department sent letters to US companies halting tool shipments to two Hua Hong facilities</li>
</ul>
<div class="lb-trans"><ul>
<li>商务部致信美国公司，要求停止向华虹的两家工厂运送设备</li>
</ul></div><ul>
<li>Halt is over concerns Hua Hong and its Huali Microelectronics may manufacture advanced computing chips</li>
</ul>
<div class="lb-trans"><ul>
<li>此举源于对华虹及其旗下华力微电子可能制造先进计算芯片的担忧</li>
</ul></div><ul>
<li>US toolmaking industry could lose billions in sales due to restrictions</li>
</ul>
<div class="lb-trans"><ul>
<li>受限制影响，美国设备制造行业可能损失数十亿美元的销售额</li>
</ul></div><p>By Karen Freifeld</p>
<div class="lb-trans"><p>作者：Karen Freifeld</p></div><p>NEW YORK, April 28 (Reuters) - The U.S. Department of Commerce last week ordered numerous chip equipment companies to halt certain tool shipments to China’s second-largest chipmaker Hua Hong, according to two people familiar with the matter.</p>
<div class="lb-trans"><p>纽约，4 月 28 日（路透社）- 据两位知情人士透露，美国商务部上周命令多家芯片设备公司停止向中国第二大芯片制造商华虹运送某些设备。</p></div><p>The department sent letters to at least a handful of companies informing them of the new restrictions on tools and other materials destined for Hua Hong (688347.SS) facilities that U.S. officials believe will make China’s most sophisticated chips, the people said. Top U.S. chip equipment companies Lam Research (LRCX.O) , Applied Materials (AMAT.O) and KLA (KLAC.O) , each of which has significant business supplying China, were among those believed to have received a letter, the sources added. Reuters exclusively reported in March that Hua Hong Group had developed advanced chip manufacturing technologies that could be used to produce artificial intelligence chips, a milestone in Beijing’s efforts to boost tech self-sufficiency. The group’s contract chipmaking business, Huali Microelectronics, was preparing a 7-nanometer chipmaking process at its Shanghai plant, sources said. SMIC, China’s largest contract chipmaker, is the only domestic company that can currently make chips with 7-nm technologies, the report said. The letters from the Commerce Department also aim to prevent shipments to Huali, sources said.</p>
<div class="lb-trans"><p>知情人士称，该部已向至少几家公司发函，告知其对运往华虹（688347.SS）设施的工具和其他材料实施的新限制，美方官员认为这些设施将用于制造中国最先进的芯片。消息人士补充说，顶级美国芯片设备公司泛林集团（LRCX.O）、应用材料（AMAT.O）和科磊（KLAC.O）均被认为收到了信函，这些公司在中国的业务规模庞大。路透社曾在 3 月独家报道，华虹集团已开发出可用于生产人工智能芯片的先进芯片制造技术，这是北京推动科技自给自足努力中的一个里程碑。消息人士称，该集团的代工芯片业务华力微电子正在其上海工厂准备 7 纳米芯片制造工艺。报道称，中国大陆最大的代工芯片制造商中芯国际是目前唯一能够使用 7 纳米技术制造芯片的国内公司。消息人士称，商务部的信函也旨在阻止向华力微电子发货。</p></div><p>U.S. AIMS TO PROTECT LEAD ON AI CHIPS In recent years, the Commerce Department has restricted U.S. companies from shipping equipment to Chinese factories producing advanced chips as part of an effort to safeguard the U.S.’ technological lead in making AI and other advanced chips on national security grounds. The recent letters carry this policy forward, but could increase tension with China ahead of President Donald Trump’s scheduled meeting with Chinese President Xi Jinping in Beijing in May.</p>
<div class="lb-trans"><p>美国旨在保护其在人工智能芯片方面的领先地位 近年来，出于国家安全考虑，商务部限制美国公司向生产先进芯片的中国工厂运送设备，以维护美国在制造人工智能和其他先进芯片方面的技术领先地位。最近的信函延续了这一政策，但可能在总统唐纳德·特朗普定于 5 月在北京与中国国家主席习近平举行会晤之前，加剧与中国的紧张关系。</p></div><p>U.S. chip equipment companies and other suppliers could lose billions of dollars in sales, one of the people said, especially if they were supplying a chipmaking plant that is under construction, or one that is retooling to begin making more advanced chips. The restrictions could slow China’s domestic chipmaking drive, though Hua Hong may be able to replace the tools with ones from foreign or Chinese companies.</p>
<div class="lb-trans"><p>一位知情人士称，美国芯片设备公司及其他供应商可能损失数十亿美元的销售额，尤其是如果它们向正在建设中的芯片制造工厂或正在改造以开始制造更先进芯片的工厂供货的话。这些限制可能会减缓中国国内芯片制造的推进步伐，不过华虹或许能够从外国或中国公司购买设备来替代受限工具。</p></div><p>A Commerce Department spokesperson declined to comment. Hua Hong did not immediately respond to a request for comment. Lam Research, Applied Materials and KLA did not immediately respond to requests for comment.</p>
<div class="lb-trans"><p>商务部发言人拒绝置评。华虹未立即回应置评请求。泛林集团、应用材料和科磊也未立即回应置评请求。</p></div>

EXCLUSIVE-US orders chip equipment companies to halt some shipments to Hua Hong, China's second-largest chipmaker

Reuters

应用材料

科磊

半导体 ETF - VanEck Vectors

动态半导体 ETF - Invesco

费城交易所 半导体 ETF - iShares

纳斯达克半导体 ETF - First Trust

标普半导体 ETF - SPDR

半导体 3 倍做空 - Direxion

Tradr 2X Long LRCX Daily ETF

中芯国际

SMIC HK SDR 5to1

独家：美国命令芯片设备公司停止向华虹（中国第二大芯片制造商）发货