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在中国浪潮集团有限公司上周被列入美国出口黑名单后,包括英伟达和AMD在内的科技公司正在评估他们是否必须停止对该公司的销售。
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美国将浪潮集团列入其贸易黑名单,原因是该公司涉嫌获取美国原产物品以支持中国的军事现代化努力。
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列入黑名单意味着公司不能出售浪潮的半导体等物品,这些物品是用美国工具制造的,除非他们申请并获得许可证,而这很可能被拒绝。
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浪潮在中国上市的子公司在2021年有近100亿美元的销售额,是世界上第三大服务器供应商,这些服务器在数据中心使用,为云计算提供动力。
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芯片业内人士和他们的顾问说,企业正试图评估他们是否必须停止向浪潮的子公司供货,包括浪潮电子信息产业有限公司,该公司并不自动受到限制。
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如果存在货物从未上市的子公司流向上市母公司的风险,美国监管机构可能会将向该子公司的无证运输视为违反上周的上市规定。
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浪潮电子信息产业有限公司的公司地址与被列入黑名单的母公司相同。
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与芯片公司合作的出口法律师丹-费舍尔-欧文斯(Dan Fisher-Owens)的许多客户已经暂停向浪潮集团的子公司发货,以评估这一情况。
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浪潮的列名比美国商务部 "实体名单 "上的许多其他公司更为严格,可能与对中国列入黑名单的电信公司华为技术的限制相当。
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列名限制了向浪潮集团运送产品,即使这些产品是在外国制造但采用了美国技术。
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Tech firms, including Nvidia and AMD, are assessing whether they must halt sales to units of China’s Inspur Group Ltd after its addition to a US export blacklist last week.
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The US added Inspur to its trade blacklist for allegedly acquiring US-origin items in support of China’s military modernization efforts.
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The listing means that companies cannot sell Inspur items like semiconductors, which are made with US tools, unless they apply for and get licenses, which are likely to be denied.
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Inspur’s Chinese-listed subsidiary had nearly $10 billion in sales in 2021 and is the world’s third-largest supplier of the servers used in data centers that power cloud computing.
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Chip industry insiders and their advisers said firms are trying to assess whether they must halt supplying Inspur’s subsidiaries, including Inspur Electronics Information Industry Co, which is not automatically subject to the restrictions.
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US regulators could view unlicensed shipments to that subsidiary as a violation of last week’s listing if there is a risk of the goods going from the unlisted subsidiary to the listed parent.
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Inspur Electronics Information Industry Co has the same corporate address as the blacklisted parent company.
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Many of Dan Fisher-Owens’ clients, an export law attorney who works with chip firms, have paused shipments to Inspur’s subsidiaries to assess the situation.
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Inspur’s listing is even more restrictive than many other companies on the US Department of Commerce’s “entity list,” and may be comparable to the curbs placed on China’s blacklisted telecommunications company, Huawei Technologies.
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The listing restricts the shipment of products to Inspur even if they are made in a foreign country but with US technology.
链接:Nvidia, AMD grapple with latest U.S. curbs on China's Inspur | Reuters