Affected by the U.S. ban, on September 15, in addition to some U.S. chip manufacturers that could not supply to China before, micron and other manufacturers that had previously obtained export licenses from the U.S. government also stopped supplying Huawei.
Moreover, many semiconductor manufacturers including MediaTek, Samsung Electronics, Samsung Display、LG Display、SK Hercules, Sony, Armor (Kioxia), Toshiba, Mitsubishi Electric, Reza and other semiconductor manufacturers have stopped supplying Huawei before September 15.
Surprisingly, in response to the latest ban in the United States, Forrest norrod, senior vice president of AMD, general manager of data center and embedded business, stressed at the technical conference of Deutsche Bank that it would be 100% committed to comply with the laws of the United States, and appropriate measures had been taken to ensure that AMD managed the entity list and the interaction with customers or potential customers.
Forrest norrod also revealed that AMD has obtained a license and is not expected to have a significant impact on AMD's business as a result of these measures (the US ban on Huawei).
That is, AMD have successfully obtained permission to continue supplying Huawei. This also makes AMD the first chipmaker to confirm that it has obtained a license from the U.S. government to allow shipments to Huawei.
As one of the main suppliers of Huawei notebook computer CPU, AMD's sharp dragon Series CPU has been adopted by Huawei's many notebook computers.
Besides,It is reported that Intel, AMD's competitor, has also obtained a license from the US government to supply Huawei normally. Currently, Huawei's matebook series notebooks are in normal supply.
If the news is true, it also means Huawei's notebook business is expected to usher in a turnaround under the ban. However, it is still not optimistic.
Because the processor is only one of the core components of the notebook computer, display screen, memory, storage, camera are important parts, indispensable.
At present, display panel manufacturers such as Samsung display and LG display, memory chip manufacturers such as Meguiar, SK Hynix and kioxia, as well as COMS image sensor manufacturer Sony, have cut off supplies to Huawei. If the suppliers of these important parts cannot resume supply to Huawei, the shipment of Huawei's notebook computers will still be greatly affected.
In addition, it should be noted that,Forrest norrod did not disclose when its license was obtained.
You know, before the new u.s. ban was announced this year, after the first round of u.s. sanctions against Huawei in may last year, mercantile and Intel、AMD appeared to have been licensed to export to Huawei to continue supplying.
But after the third round of bans in august, previous permits may face invalidation. Because of this, Micron stopped supplying Huawei until September 15.
At present, it is impossible to confirm whether the license obtained by Forrest norrod was obtained before this year's new ban on Huawei. If the license was obtained before this year's new ban, it is doubtful whether it will be valid after September 15.
If AMD and Intel have successfully obtained the export license to Huawei after the issuance of the new US ban, it also means that other US manufacturers that have obtained export license to Huawei after the first round of ban are also expected to obtain approval to resume supply to Huawei.
However, this is not enough for the operation of Huawei mobile phone business.
Although TSMC and SMIC have previously disclosed to the outside world that they have applied to the United States to resume the supply license for Huawei, the probability of obtaining the license is small. Because the new US ban on Huawei on May 15 this year is to limit the design and manufacturing capacity of Huawei's self-developed chips. If the license is granted to TSMC and SMIC, the ban will be meaningless.
Moreover, the ban on the sale of chips, parts, etc. based on u.s.s. technology design or manufacture, which was affected by the new ban in august, also caused many semiconductor manufacturers outside the u.s., such as mediatek, samsung electronics, samsung Display、LG Display、SK helix, sony, armour, toshiba, mitsubishi motors and reza, to stop supplying Huawei by september 15.
The Huawei phone business will still face the prospect of running out of critical devices if its suppliers fail to obtain U.S. permission to resume Huawei supply