中國要求電信公司逐步淘汰外國晶片，對英特爾、AMD造成打擊 - 華爾街日報

Recently Yahoo News on-line reported the following:

China tells telecom firms to phase out foreign chips in blow to Intel, AMD - WSJ

Updated Fri, April 12, 2024 at 7:25 a.m. PDT

(Reuters) -Chinese officials directed the country's largest telecom carriers earlier this year to phase out foreign chips that are key to their networks by 2027, the Wall Street Journal reported on Friday, citing people familiar with the development.

The move would impact U.S. chip giants Intel and Advanced Micro Devices, according to the report. Their shares were down more than 1.5% in premarket trading.

Intel declined to comment, while AMD did not respond to a Reuters request for comment.

Beijing has ramped up efforts to replace Western-made technology with domestic alternatives amid Sino-U.S. tensions, as Washington tightens curbs on high-tech exports to its rival, Reuters reported late last year.

State-owned enterprises were instructed in 2022 to replace office software systems with domestic products by 2027, the first time such specific deadlines were imposed, according to five brokerage firms that cited a September 2022 order from China's state asset regulator. Reuters could not independently verify the order.

China's Ministry of Industry and Information Technology ordered state-owned mobile operators to inspect their networks for non-Chinese semiconductors and map out timelines to replace them, the WSJ report said.

Beijing had introduced guidelines to phase out U.S. chips from Intel and AMD from government personal computers and servers, the Financial Times had reported in March.

China was Intel's largest market last year and was responsible for more than 27% of its total revenue.

Procurements by Chinese telecom carriers show they are increasingly switching to domestic options. This has been made possible in part by the improved quality and stability of local chips, according to the WSJ report.

(Reporting by Akanksha Khushi and Harshita Mary Varghese in Bengaluru; Editing by Arun Koyyur and Pooja Desai)

Translation

(路透社) - 根據《華爾街日報》週五援引知情人士的話報道，中國官員今年早些時候指示該國最大的電信運營商到 2027 年逐步淘汰對其網絡中重要的外國晶片。

報導稱，此舉將影響美國晶片巨擘英特爾(Intel)和超微半導體(AMD)公司。 他們的股價在盤前交易中下跌超過 1.5%。

英特爾拒絕置評，而 AMD 也沒有回應路透社的置評請求。

根據路透社去年年底報道，在中美關係緊張之際，隨著華盛頓收緊對其競爭對手高科技出口的限制，北京加大了力度去用國內的技術取代西方製造技術。

五家券商引述中國國資監管機構 2022 年 9 月的命令稱，國有企業在2022年被要求到 2027 年之時用國產產品替換辦公軟體系統，這是首次這樣規定具體期限。 路透社無法獨立核實該命令。

《華爾街日報》報道稱，中國工業和資訊化部命令國有流動電話營運商去檢查其網路中, 是否有非中國的半導體，並制定更換時間表。

根據英國《金融時報》3 月報道，北京已出台指導方針，逐步從政府個人電腦和伺服器中淘汰英特爾和 AMD 的美國晶片。

中國是英特爾去年最大的市場，佔總收入的27%以上。

中國電信業者的採購顯示他們越來越多地轉向國內選擇。 根據《華爾街日報》報道，這在一定程度上是因為本地晶片品質和穩定性已提高。

So, China's largest telecom carriers will phase out foreign chips that are key to their networks, and chips from Intel and AMD are the targets. It seems that trade protectionism is getting grounds globally.