Investigation company: US restrictions on Huawei lead to a large backlog of chip industry inventory

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 Investigation company: US restrictions on Huawei lead to a large backlog of chip industry inventory


Meanwhile, legislation proposed by the U.S. Senate will provide more than $22.8 billion in financial aid to domestic semiconductor manufacturers, but that is less than half of the amount needed, Mr. Hutcheson said. It really doesnt meet the level of funding needed, and $50 billion is more likely to achieve the desired effect, he said

Even if the trump administrations restrictions lead to tighter supply in China, U.S. chip suppliers are likely to see demand growth as markets in other countries remain open, Mr. Hutcheson added.

The epidemic has brought economic restructuring to a level not seen since World War II, and we believe that the chip industry will grow at an annual rate of 4% to 6% in the next few years, said Hutcheson (small)

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Will it be out of print? Huaqiangbei hot fried Huawei Qilin chip mobile phone: 300 yuan increase in general

Recently, a source in Huaqiangbei, Shenzhen, said, due to the shortage of Huawei Kirin chips, the prices of Huawei mate, P40 and Nova series have increased to varying degrees. The purchase of Huawei mobile phones should be subject to the quotation of the day. On the morning of August 31, daily economic news reporters visited Huaqiangbei, Shenzhen.

At the counter of Huaqiangbei, a businessman told reporters, mobile phones carrying Huawei Kirin chips have generally increased by about 300 yuan, with no upper limit. The price of Huawei mate30 is more changeable, with an increase of 3000 yuan. Not only that, but also dealers are hoarding Huawei phones. (daily economic news reporter Wang Jing)

[without us technology, we cant escape the impact of us ban on Huawei on European chip factories

The United States announced new restrictions on Huawei suppliers. Although the European chipmakers, which use Huawei as a big customer, are not very dependent on US technology, their business is still likely to suffer.

Most of the components made by European chipmakers such as Italian semiconductor and amsag end up in Huawei smartphones. If other parts of these phones use U.S. technology or intellectual property rights, then phone production may still be affected.

If Huawei is unable to purchase other parts for its phones, then STMs revenue will fall by 6 per cent, brokerage firm liberum said in an email

Amsag, based in Austria, does not rely on us software or technical equipment for its 3D sensor components. However, Sandeep Deshpande, an analyst at J.P. Morgan, said in a report that the restrictions would still have an impact on amsags business if Huaweis phones cannot be shipped..

A spokesperson said the new rules were being evaluated

Infineon, one of Europes largest chipmakers, said it was assessing the latest situation and would respond accordingly. Dialog semiconductor, a British technology company that supplies power management chips for Huaweis various products, is closely monitoring the situation, according to a person familiar with the matter. NXP, another European chipmaker, did not respond to a request for comment.

Source: Wang Fengzhi, editor in charge of Netease science and Technology Report_ NT2541