10/28/2024, 08:37 PM UTC
晶圆迷宫：中国企业规避出口管制Fab Whack-a-Mole: Chinese Companies Evasion of Export Controls
<p>➀ 当前的西方出口管制减缓了中国在先进逻辑方面的进展，但这些管制并不完美或不可靠。</p><p>➁ 限制中的漏 洞包括海外制造、用途规避和重新命名/重新分类技术。</p><p>➂ 华为的晶圆厂网络构成了国家安全关切，利用制裁并推进国内半导体供应链。</p><p>➃ WFE供应商要求放宽管制的游说被强劲的商业表现和中国国内企业长期市场份额的影响所反驳。</p><p>➄ 改善出口管制的建议包括扩大实体清单、协调盟友限制、加强供应链限制和改善执法。</p><p>➀ Current Western export controls have slowed China's progress in advanced logic, but are not perfect or infallible.</p><p>➁ Loopholes in restrictions include offshore manufacturing, end-use workarounds, and renaming/reclassifying technologies.</p><p>➂ Huawei's fab network poses a national security concern, exploiting sanctions and advancing domestic semiconductor supply chains.</p><p>➃ WFE suppliers' lobbying for relaxed controls is refuted by strong business performance and long-term market share impacts from domestic Chinese firms.</p><p>➄ Suggestions for improving export controls include expanding the entity list, aligning ally restrictions, tightening supply chain restrictions, and improving enforcement.</p>
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