c*******2
发帖数: 617 | 1 上个月就已经加码320亿美元。
Exclusive: China looks to speed up chip plans as U.S. trade tensions boil -
sources
Senior Chinese officials have held meetings this week with industry bodies,
regulators and the country’s powerful chip fund about speeding up already
aggressive plans for the sector, two people with direct knowledge of the
talks told Reuters.
The talks underscore China’s concern about its reliance on imported chips
from global names such as Qualcomm Inc (QCOM.O) and Intel Corp (INTC.O),
aggravated by a worsening dispute with the United States centered on cutting
-edged tech.
“In the last few days senior Chinese officials have met to discuss plans to
speed up the development of the chip industry,” one person with knowledge
of the talks said, asking not to be named because of the sensitivity of the
matter.
China has already made the semiconductor market a key priority under its “
Made in China 2025” strategy to cut reliance on foreign technologies and
create its own domestic champions.
That goal has been given fresh urgency after a U.S. ban on sales of products
– including chips – to Chinese phone maker ZTE Corp (000063.SZ) roiled
the firm, which uses mainly U.S. chips in its smartphones.
A second person with knowledge of the talks said senior officials had met
with key ministries, as well as the National Integrated Circuitry Investment
Fund, “this week” to discuss speeding up plans due to recent trade
tensions.
China’s Ministry of Commerce and the Ministry of Industry and Information
Technology (MIIT) did not immediately respond to faxed requests for comment
late on Thursday. The IC Fund did not immediately respond to requests for
comment.
The seven-year ban on U.S. firms selling parts to ZTE comes at a time when
the two countries have threatened each other with tens of billions of
dollars in tariffs in recent weeks, fanning worries of a full blown trade
war.
Washington said ZTE had violated an agreement reached after it was caught
illegally shipping goods to Iran.
Qualcomm Inc
ZTE, which has chips from U.S. firm Qualcomm in an estimated 50-65 percent
of its phones, is now facing a struggle to save its smartphone business as
it looks to find new supplies.
That over-reliance has spooked China - though most industry insiders said
shifting production back home would not be easy.
“China won’t allow the U.S. to use chips as a stick against it. China can
take steps to replace foreign-made chips with domestic,” the country’s
hawkish Global Times newspaper said in a commentary this week.
“The Trump administration is helping us Chinese make such a decision.”
The move could boost domestic firms including Tsinghua Group, Huawei [HWT.UL
], Unisplendour Corp Ltd (000938.SZ), Semiconductor Manufacturing
International Corp (0981.HK), and smaller rival Jiangsu Changjiang
Electronics Technology Co (600584.SS).
China already wants locally-made chips inside 40 percent all smartphones in
the domestic market by 2025 and is betting billions of dollars on domestic
“champions” to get there. It also has targets in robotics, electric cars
and drugs.
Analysts say money is now “raining down” from Beijing and state-backed
funds to support the chip market, while the country’s state chip fund,
known as the “Big Fund”, raised an estimated $32 billion in a new round of
financing last month.
China’s chip push is at the heart of the trade stand-off with the United
States. Beijing wants to boost its tech prowess and escape from its reliance
on U.S. products. Washington sees the move as a direct challenge to its own
technology leaders and a potential security threat as China’s power grows. |
|
