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2,455 　　中芯国际证实遭美国出口限制：正评估影响 　　10月4日晚间，据港交所网站最新消息，中芯国际今天就网传信息发布公告称，中芯国际已知悉，美国商务部工业与安全局根据美国出口管制条例向部分供应商发出信函，对向中芯国际出口的部分美国设备、配件及原物料会受到美国出口管制规定的进一步限制，须事前申请出口许可证后，才能向中芯国际继续供。 　　针对该出口限制，中芯国际和美国工业与安全局（Bureau of Industry and Security）已经展开了初步交流，将继续积极与美国相关政府部门交流沟通。 　　另外，公告提到，中芯国际正在评价该出口限制对本公司生产经营活动的影响。基于部分自美国出口的设备、配件及原材料供货期会延长或有不准确性，对于公司未来的生产经营可能会产生重要不利影响。中芯国际将继续跟进此事项，并将适时发布进一步公告。 　　中芯国际重申，一直坚持合规经营，遵守经营地的相关法律法规。 　　传言被证实 　　9月26日，一封疑似由美商务部工业与安全局（Bureau of Industry and Security，下称“BIS”）向美国芯片公司发送的信件被美英两国媒体曝光。在文件中，BIS表示，向中芯国际及其附属公司供货，或会最终致使在中国军事中应用的风险。基于此，BIS要求美芯片企业在供货前申请许可。 　　路透社称，美国政府之所以对这家中国最大的芯片制造商进行出口限制，是因为美方认为出口给中芯国际的设备存在用于军事的风险，而且这种风险是“无法接受”的。 　　这也令中芯国际成为继华为公司之后，第二家遭到美国贸易限制的顶尖中国科技企业。 　　当时9月27日的时候，中芯国际发布公告称，公司注意到2020å¹´9月26日（星期六(20.020, 0.26, 1.32%)），有媒体网络问询或者转发着一份疑似由美国商务部工业与安全局（Bureau of Industry and Security）签发的文件，根据该文件内容显示，针对中芯国际及其子公司和合资公司出口的某些产品，将受到出口管制。 　　截至本公告披露日，本公司并未收到此类官方消息。本公司重申，中芯国际只为民用和商用的终端用户提供产品及服务。本公司和中国军方毫无关系，也没有为任何军用终端用户生产。本公司将持续关注相关信息，并将严格按照相关法律法规履行信息披露义务，敬请广大投资者理性投资，注意投资风险。 　　而外交部也在上个月28日回应称，作为原则，中方坚决反对美国政府泛化国家安全概念，违反市场经济和公平竞争原则，违背国际经贸规则，滥用出口管制等限制措施无理打压中国企业，破坏正常的国际经贸秩序。中方将继续采取必要举措维护中国企业的正当权益。 　　储粮过冬？消息称中芯国际大举向设备、零件商囤货 　　有消息称，中芯国际已经在“储粮过冬”了。 　　据外媒报道，中国最大的芯片制造商中芯国际正“囤货”关键生产设备和重要替换零部件，甚至正在与其他中国芯片制造商合作，建立此类零部件的共享储备，并已经建立了一个中央仓库来存储这些产品。 　　相关知情人士表示，中芯国际向美、欧、日本上游供应商采购的规模，已超越2020年全年需求，采购项目包含蚀刻 ï¼ˆetching）、微影 ï¼ˆlithography） ä¸Žæ™¶åœ†æ¸…洗机 ï¼ˆwafer cleaning） ç­‰åˆ¶ç¨‹è®¾å¤‡ã€æµ‹è¯•æœºå°ï¼Œè€Œç”¨äºŽç»´æŒè®¾å¤‡è¿ä½œçš„相关耗材采购量，也都超过一年所需。 　　二季度财报显示，中芯国际2020年第二季的销售额为9.39亿美元，环比增长3.7%，同比增长18.7%。2020年第二季毛利为2.49亿美元，环比增长6.4%，同比增长64.5%。已经开始风险量产14nm芯片，14\/28nm先进制成占比9.1%。目前，中芯国际1\/4的客户都在美国。 　　今年7月，中芯国际登陆科创板，成为国内首家同时实现“A+H”的科创红筹企业。截至最新，中芯国际在A股、港股、美股的市值分别是3822.27亿人民币、1394.95亿港元、54.65亿美元。 　　索尼希望继续向华为供货！ 　　美国政府针对华为的禁令生效不到一个月，据日媒报道，近日，索尼、铠侠（原东芝存储公司）已相继向美国商务部申请继续供货华为。但截至3日，他们的申请尚未被批准。 　　据日本《朝日新闻》4日报道，自9月15日美国对华为的半导体出口禁令正式生效后，索尼公司和铠侠公司已停止向华为供货。但华为是这两家公司的关键客户，如果得不到美国的许可，索尼和铠侠都将面临收益前景恶化的风险。 　　据报道，铠侠公司的主要经营半导体存储器业务，由于其相关业务主要与智能手机有关，所以该公司有很多业务面向华为。而索尼公司研发的“图像传感器”半导体近8成销售额都来自智能手机业务，报道称，索尼和华为之间的年交易规模能达数千亿日元。 　　《朝日新闻》表示，在无法预见与华为的交易前景的情况下，这两家公司的生产速度都有所下降。 　　9月15日，美国商务部针对华为及其子公司的芯片升级禁令正式生效。根据美国政府发布的禁令，自9月15日开始，除非有特殊许可，否则任何基于美国软件或技术所开发、生产出来的芯片，都不得供货给华为。 　　然而，美方这一“禁令”却让很多国际企业暗暗叫苦。《日本经济新闻》9月16日报道说，日企零件出口受影响规模达1万亿日元（1日元约合0.065元人民币）。据韩国半导体行业推算，禁止出口华为持续一年以上时，韩国半导体业的年损失额将达10万亿韩元。<\/p>\n","protected":false},"author":1,"featured_media":6973,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":[]},"categories":[6],"tags":[],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/theasiaweb.com\/wp-content\/uploads\/2020\/10\/f967-kaaxtfm8046529_\u526f\u672c.png?fit=700%2C398&ssl=1","views":"","jetpack-related-posts":[{"id":14064,"url":"https:\/\/theasiaweb.com\/2021\/03\/07\/%e5%9c%8b%e7%94%a2%e8%8a%af%e7%89%87%e5%82%b3%e4%be%86%e5%96%9c%e8%a8%8a%ef%bc%8c%e4%b8%ad%e5%9c%8b%e4%bc%81%e6%a5%ad%e6%88%90%e5%8a%9f%e8%b2%b7%e5%88%b0%e8%8d%b7%e8%98%ad%e5%85%89%e5%88%bb%e6%a9%9f\/","url_meta":{"origin":6972,"position":0},"title":"\u570b\u7522\u82af\u7247\u50b3\u4f86\u559c\u8a0a\uff0c\u4e2d\u570b\u4f01\u696d\u6210\u529f\u8cb7\u5230\u8377\u862d\u5149\u523b\u6a5f","date":"March 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