独家
如果美国收紧对华为的限制，英伟达向华为的销售计划将面临危险
拜登政府一直在考虑限制其授权美国公司向电信设备巨头华为技术有限公司运送的物品。华为于2019年被列入美国贸易黑名单，但根据特朗普政府实施的一项特别计划，华为继续收到数十亿美元的美国商品。
华盛顿:美国芯片制造商英伟达该公司计划向中国出售技术华为一份政府承包商的报告草案显示，如果美国政府继续提出进一步限制向黑名单公司发货的建议，这一计划将会受阻。
拜登政府一直在考虑限制其授权美国公司向电信设备巨头华为技术有限公司运送的物品。华为于2019年被列入美国贸易黑名单，但根据特朗普政府实施的一项特别计划，华为继续收到数十亿美元的美国商品。
英伟达出售给华为的计划此前没有报道过。
英伟达的一位发言人拒绝就该文件置评，他表示:“中国市场为美国半导体行业提供了重大机遇。虽然我们无法对任何悬而未决的许可证申请发表评论，但我们与全球客户和合作伙伴合作，遵守所有适用的出口管制，满足市场需求。”
国务院一名高级官员说，这份文件是由一名承包商起草的初稿，国务院“不会批准这份报告目前的形式”。它还表示，政府“根据不同的意外情况，就这个问题撰写并承包了多份报告，得出了非常不同的结论。”
白宫和商务部拒绝置评。华为没有回应记者的置评请求。
该文件显示，拜登政府正在寻求评估拟议中的华为政策变化对美国公司的影响，然后再在科技行业已经步履蹒跚之际实施可能会削减预期收入流的新规定。它还让人们对一个政治敏感问题有了不同寻常的了解，即哪些美国企业正在寻求与华为建立业务关系。华为是华盛顿受到惩罚最严重的中国企业之一。
该报告表示，与华为相比，高通可能会受到政策变化的“温和经济影响”。事实上，该报告预测，失去高通的调制解调器芯片将对华为产生更大的影响，因为华为“严重依赖高通的调制解调器芯片来支持其智能手机产品”。
高通没有回应记者的置评请求。
尽管受到美国制裁，华为仍主导了世界移动技术大会
在2,000家参展商和赞助商中，有150家中国企业参展，其中华为技术有限公司(Huawei Technologies Ltd.)参展人数最多。组织者表示，这家智能手机和网络设备制造商的规模比去年扩大了50%，几乎占据了巴塞罗那费拉会议中心(Fira convention centre)的整个大型展厅。
路透社在2021年报道称，美国官员已经批准了价值数亿美元的许可证申请，为华为不断增长的汽车零部件业务购买芯片，包括视频屏幕和传感器等汽车零部件，因为贸易限制削弱了其他业务线。
2019年，由于担心华为可能监视美国人，并被指控窃取知识产权和违反制裁，华为被列入“实体名单”。美国要求供应商在向清单上的公司销售美国商品时，必须申请特殊许可证，而这种许可证通常会被拒绝。但特朗普政府为华为制定了更宽松的政策，阻止其获得5G芯片，但允许向该公司运送4G芯片等其他产品。
美国商务部负责出口管制的最高官员艾伦·埃斯特维兹本周表示，特朗普时代允许向华为提供低于“5G水平”的美国技术的政策正在“评估中”。
但消息人士称，奥巴马政府内部在限制的范围上存在分歧:一些官员主张禁止向华为供应商发放所有许可证，并撤销现有授权，而另一些官员则希望只将限制扩大到4G芯片和其他目标技术。
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WASHINGTON: U.S. chipmaker Nvidia<\/a> Corp's plans to sell technology to China's Huawei<\/a> would be thwarted if the U.S. government proceeds with a proposal to further restrict shipments to the blacklisted company, a draft report by a government contractor shows.
The Biden administration has been considering limiting the items it authorizes U.S. companies to ship to telecoms equipment giant Huawei Technologies Co, which was added to a U.S. trade blacklist in 2019 but which continues to receive billions in U.S. goods under a special plan implemented by the Trump administration.
<\/div><\/div>\"The proposed 2023 amendment of (the Commerce Department's) licensing will likely have a high economic impact on Nvidia,\" according to excerpts of the draft report seen by Reuters, referring to the company's \"pending license value.\"
Nvidia's plans to sell to Huawei have not been previously reported.
A Nvidia spokesperson declined to comment on the document, saying: \"The China market presents a significant opportunity for the U.S. semiconductor industry. While we are unable to comment on any pending license requests, we work with customers and partners worldwide to comply with all applicable export controls and meet market demand.\"
A senior State Department Official said the document was a preliminary draft prepared by a contractor, and the department \"would not have approved of the report in its current form.\" It also said the government \"has written and contracted multiple reports on this subject, based on different contingencies, which arrive at very different conclusions.\"
The White House and Commerce Department declined to comment. Huawei did not respond to a request for comment.
The document shows the Biden administration is seeking to assess the impact on U.S. companies of proposed Huawei policy changes before imposing new rules that could crimp projected revenue streams at a time when the tech industry is already reeling. It also provides unusual insight into the politically sensitive question of which U.S. companies are seeking business ties to Huawei, one of Washington's most penalized Chinese companies.
Nvidia's plans to sell to Huawei have not been previously reported.
A Nvidia spokesperson declined to comment on the document, saying: \"The China market presents a significant opportunity for the U.S. semiconductor industry. While we are unable to comment on any pending license requests, we work with customers and partners worldwide to comply with all applicable export controls and meet market demand.\"
A senior State Department Official said the document was a preliminary draft prepared by a contractor, and the department \"would not have approved of the report in its current form.\" It also said the government \"has written and contracted multiple reports on this subject, based on different contingencies, which arrive at very different conclusions.\"
The White House and Commerce Department declined to comment. Huawei did not respond to a request for comment.
The document shows the Biden administration is seeking to assess the impact on U.S. companies of proposed Huawei policy changes before imposing new rules that could crimp projected revenue streams at a time when the tech industry is already reeling. It also provides unusual insight into the politically sensitive question of which U.S. companies are seeking business ties to Huawei, one of Washington's most penalized Chinese companies.
<\/div><\/div>Reuters could not learn the details of the specific policy change whose impact was being assessed in the report.
The report suggested Qualcomm would likely suffer a \"moderate economic impact\" from the change in policy, in contrast to Huawei. Indeed, the loss of access to Qualcomm's modem chips would have a bigger impact on Huawei, the report forecast, since Huawei \"relies heavily on Qualcomm's modem chips to support its smart phone offering.\"
Qualcomm did not respond to a request for comment.
The report suggested Qualcomm would likely suffer a \"moderate economic impact\" from the change in policy, in contrast to Huawei. Indeed, the loss of access to Qualcomm's modem chips would have a bigger impact on Huawei, the report forecast, since Huawei \"relies heavily on Qualcomm's modem chips to support its smart phone offering.\"
Qualcomm did not respond to a request for comment.