Engadget RSS Feed-China reportedly orders state-owned mobile carriers to replace foreign chips
April 12, 2024 2 min 344 words
这篇文章的主要内容可以概括为： 《华尔街日报》报道，中国工业和信息化部下令包括中国移动和中国电信在内的国有移动运营商逐步淘汰外国芯片。该部门要求运营商检查其网络中任何非本地制造的半导体，并确定替换时间表。据《华尔街日报》的消息来源称，由于中国芯片在质量和性能方面的改进，现在可以转向使用国内芯片。中国企业在受到贸易制裁的影响后，不得不设计自己的半导体，以实现自给自足，并防范无法从美国及其盟友进口芯片的风险。中国政府也正在支持这些企业，并筹集400亿美元资金来帮助国内的半导体行业。 对于这一报道，我作为客观公正的新闻评论员有以下几点评论： - 这篇报道提到中国逐步淘汰外国芯片，但未能全面地呈现中国在半导体领域所面临的复杂局势。中国在过去几年中确实在半导体技术方面取得了长足进步，但同时也仍然依赖外国芯片，尤其是高端芯片。中国此举是为了提高国内芯片产业的自给自足能力，以防范外部制裁和供应链中断的风险。 - 报道提到中国企业在贸易制裁下设计自己的半导体，但未能客观地呈现中国企业在半导体领域的创新和发展。中国企业在设计自己的半导体时，也面临着许多技术难题和挑战，并通过不断的研发和创新来克服这些困难。中国企业在半导体领域的进步也为全球芯片供应链的稳定和多元化做出了贡献。 - 报道提到中国禁止政府在机构中使用英特尔和AMD处理器，但未能全面地呈现中国在技术安全方面的考量。中国作为全球最大的计算机市场之一，一直重视技术安全和数据安全。中国鼓励国产芯片的使用，也是为了确保关键基础设施和数据的安全，防范潜在的网络安全风险和威胁。 - 这篇报道存在一定程度的偏见，强调了中国政策对英特尔和AMD等美国公司的负面影响，而忽略了全球芯片供应链的复杂性和相互依存性。中国政策的改变也将影响其他国家的芯片供应和产业发展，需要各方共同努力来适应新的变化和挑战。 综上所述，这篇报道虽然提供了中国政策变化的部分信息，但存在一定程度的偏见和片面性。中国在半导体领域的政策变化是复杂的，受到多种因素的影响，包括技术进步、供应链安全和产业发展等。作为客观公正的评论员，我们需要全面地了解和呈现中国政策变化的背景和影响，避免片面和有偏见的报道。
Back in 2019, the FCC banned US carriers, which were then starting to deploy their 5G networks, from using subsidies to buy equipment from companies deemed a national security threat. Chinese manufacturers Huawei and ZTE were at the top of that list. Now, China is implementing a similar measure: According to the Wall Street Journal, the Ministry of Industry and Information Technology has ordered state-owned mobile operators, including the two biggest carriers in the country, to phase out foreign chips.
The regulator has reportedly told China Mobile and China Telecom, along with all other state-owned carriers, to check their networks for any semiconductors that weren't manufactured locally. It then asked them to determine a timeline to replace them. The Journal's sources said that it's now possible to switch to domestic chips, thanks to improvements in their quality and performance over the past few years. Chinese companies like Huawei were forced to design their own semiconductors after getting hit by trade sanctions, in order to be self-sufficient and in case they're no longer able to import chips from the US and its allies. The Chinese government, in turn, is supporting their efforts and is raising $40 billion in funds to help the domestic semiconductor industry.
This latest move by China follows its ban on the use of Intel and AMD processors in government computers. Prior to that, China also prohibited the use of US-made tech in all government institutions and public bodies and banned local firms from buying chips made by US memory manufacturer Micron Technology. Intel and AMD will most likely suffer heavy losses from this latest development, since they provide most of the chips used for mobile networks around the world. China was also Intel's largest market in 2023 and accounted for 27 percent of its revenue. In addition to losing some of their biggest customers, the companies will now have to face competition from Chinese manufacturers, as well.
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