- Latest Huawei phone is powered by advanced silicon from SMIC
最新款华为手机采用中芯国际先进芯片 - Chinese media has lauded Huawei handset as tech breakthrough
中国媒体称赞华为手机是技术突破
Huawei Teardown Raises Question on Efficacy of US Chip Ban 华为拆机引发美国芯片禁令效力质疑
By Jenny Leonard, Michelle Jamrisko, and Debby Wu 2023年9月6日
The US is working to establish the full details of Huawei Technologies Co.’s advances in chip technology, news of which has stoked Chinese nationalism and ignited speculation about the effectiveness of Washington’s curbs on the country’s vast technology sector.
美国正在努力确定华为技术有限公司（Huawei Technologies Co.
US National Security Advisor Jake Sullivan said on Tuesday the government wanted to know the precise composition of the processor in Huawei’s Mate 60 Pro, which a teardown conducted for Bloomberg News revealed was just a few years behind the current generation and made by US-blacklisted Semiconductor Manufacturing International Corp.
美国国家安全顾问杰克-沙利文（Jake Sullivan）周二表示，美国政府希望了解华为 Mate 60 Pro 处理器的确切组成，为彭博新闻社进行的拆解显示，华为 Mate 60 Pro 处理器仅比当前一代产品晚几年，由被列入美国黑名单的中芯国际集成电路制造有限公司制造。
Sullivan broke Washington’s silence after Huawei abruptly released its handset without fanfare last week while Commerce Secretary Gina Raimondo visited China. State-backed Chinese media on Wednesday again called the revelation a breakthrough in efforts to reduce reliance on American technology. The Economic Daily said it embodied “China Essence” — a play on the very similar words for “chip” and “heart.”
上周，在美国商务部长吉娜-雷蒙多访华期间，华为突然大张旗鼓地发布了其手机，沙利文打破了华盛顿的沉默。周三，得到国家支持的中国媒体再次将这一消息称为减少对美国技术依赖的突破性进展。经济日报》称其体现了 "中国精髓"--这是 "芯片 "和 "心脏 "这两个非常相似的词的谐音。
“I’m going to withhold comment on the particular chip in question until we get more information about precisely its character and composition,” Sullivan said during a White House briefing on Tuesday. “What it tells us, regardless, is that the United States should continue on its course of a ‘small yard, high fence’ set of technology restrictions focused narrowly on national security concerns, not on the broader question of commercial decoupling.”
"沙利文在周二的白宫简报会上说："在我们获得更多有关芯片特性和组成的确切信息之前，我不会对有关芯片发表评论。"无论如何，它告诉我们的是，美国应该继续其'小庭院、高栅栏'的技术限制路线，狭隘地关注国家安全问题，而不是更广泛的商业脱钩问题。
Huawei and SMIC are both subject to US sanctions preventing them from accessing the most advanced chipmaking and equipment, on fears of potentially aiding China’s military. The Mate 60 Pro, built around a 7nm Kirin 9000s processor, suggests initial progress in Beijing’s effort to wean itself off American technology. Some analysts on Wednesday suggested that the device, if Huawei could get it made on a large scale, could threaten Apple Inc.’s iPhone sales in the country.
华为和中芯国际都受到美国制裁，因担心可能协助中国军方，而无法获得最先进的芯片制造和设备。Mate 60 Pro 采用 7 纳米麒麟 9000s 处理器，表明中国政府在努力摆脱美国技术方面取得了初步进展。一些分析师周三表示，如果华为能大规模生产该设备，可能会威胁到苹果公司iPhone在中国的销售。
Shenzhen-based Huawei released its flagship device without an official launch event — but word quickly spread on social media as patriotic sentiment swept across Weibo and other networks after initial reports emerged about its chip and fast wireless capabilities.
总部位于深圳的华为公司在没有举行官方发布会的情况下发布了其旗舰设备，但在社交媒体上迅速传播开来，因为在有关其芯片和快速无线功能的初步报道出现后，爱国情绪席卷了微博和其他网络。
The phone triggered a rally in Chinese chipmaking suppliers and a hunt for Huawei-linked companies that may benefit from its development of a made-in-China processor. Analysts including Jefferies’ Edison Lee argued that a mass-production model could hurt Apple in one of its largest markets. The Mate 60 Pro could impact sales of Apple Inc.’s next-generation iPhone by as much as 38%, Lee said.
这款手机引发了中国芯片供应商的反弹，并引发了对与华为有关联的公司的追捧，这些公司可能会从华为开发中国制造的处理器中获益。包括杰富瑞（Jefferies）的 Edison Lee 在内的分析师认为，量产模式可能会在苹果公司最大的市场之一伤害苹果公司。Lee 说，Mate 60 Pro 可能会对苹果公司下一代 iPhone 的销售造成高达 38% 的影响。
“It’s become very clear that the semiconductor industry is very strategic to every nation in the world. Given the geopolitical tensions, each country is doing its best to stabilize and enhance their own operation,” Ajit Manocha, chief executive office of industry group SEMI, told Bloomberg Television. “So I’m not surprised that China has actually been working on this for years.”
"很明显，半导体产业对世界各国都具有非常重要的战略意义。鉴于地缘政治的紧张局势，每个国家都在尽最大努力稳定和加强自己的运作，"行业组织 SEMI 首席执行官 Ajit Manocha 告诉彭博电视台。"因此，我对中国多年来一直致力于此并不感到惊讶"。
Some experts cautioned that the US-led global campaign to block China’s access to cutting-edge technologies may falter if the government fails to act when a breach of those curbs is identified.
一些专家警告说，如果中国政府在发现违反这些限制时不采取行动，那么美国领导的阻止中国获取尖端技术的全球运动可能会失败。
US officials have repeatedly said they seek to de-risk rather than decouple from China. President Joe Biden’s administration has sought to engage Beijing and reduce tensions between the world’s two biggest economies and military powers, at a time Beijing is grappling with economic uncertainty. Washington has in recent months dispatched senior officials like Raimondo and Secretary of State Antony Blinken to Beijing, though these trips did not appear to have yielded significant results.
美国官员一再表示，他们寻求的是降低风险，而不是与中国脱钩。乔-拜登总统的政府一直寻求与北京接触，缓解世界上最大的两个经济体和军事强国之间的紧张关系，而此时北京正在努力应对经济不确定性。近几个月来，华盛顿向北京派遣了雷蒙多和国务卿安东尼-布林肯等高级官员，但这些访问似乎并未取得重大成果。
“Huawei is testing the US red line now. If the US doesn’t take any action, Huawei will think there’s nothing to be afraid of, and its other suppliers will start to emulate what SMIC does and US sanctions will crumble,” said Lin Tsung-nan, an electrical engineering professor at National Taiwan University.
"华为现在正在试探美国的红线。如果美国不采取任何行动，华为就会认为没什么可怕的，它的其他供应商就会开始效仿中芯国际的做法，美国的制裁就会崩溃，"台湾大学电子工程教授林宗南说。
