According to Reuters, on Tuesday (14th) on Tuesday, there are two sources that the US government will continue to expand a new rule, which will further expand the power of the US government and will prevent foreign companies from transporting China. Products made in the United States.
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As we all know, in May last May, the US Department of Commerce is included in China Huawei company in the trade blacklist. Through this export trade sanctions, according to the US policy can limit goods manufactured to Huawei, including US manufacturing products and some foreign products containing American technology; however, under the current regulations, key foreign supply chains are still not in the US government. Range.
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According to the report, the Ministry of Commerce drafted a rule that will reduce the export threshold of Huawei to 10% (if the US manufactured components in the product accounts for 10% of the total value will not export), and the scope will be expanded to include non-technical products. Such as consumer electronics, including non-sensitive chips. This has been considering the application of the application of the application of the 'minimum' rule (de minimis rule) in November.
According to the current regulations, if a product or technology contains more than 25% of the manufacturing / technology in the United States, the United States can request a license or directly to the export of high-tech products from other countries to China. However, since some eagleists who have strong Huawei strongly ask the US government to further expand the scope of sanctions, directly accelerating the landing of the draft rules.
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According to informed people, after the US government departments held an agency meeting last week, the US Department of Commerce has sent the draft of the above rules to the administrative management and budget, OMB of US President (Office of Management and Budget, OMB). Infidents added that if other government agencies approve the measures, this rule is likely to be released in a few weeks, the so-called final rules, and will not have the opportunity to consult public advice before the new rules take effect.
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The US Department of Commerce also drafted a new regulation to expand the so-called "Foreign Direct Product Rule), which will supervise foreign goods manufactured in US technology or US software based on the US technology or US software. Infidents revealed that this new regulation will be designed for low-tech products based on US technology, overseas production and transportation to Huawei.
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"Injury" or American companies
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If the US new regulations are approved and implemented, a large group of US companies, especially the following Huawei US suppliers.
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According to the 92 core suppliers of China in the beginning of 2019, 33 people in the United States have taken one/3 of the total. It can be seen that Huawei has become a "super buyer" in the US semiconductor market.
According to "Goldman Sachs" "The top 20 US suppliers of Huawei, the top 20 US suppliers" listed in Goldman Sachs, from the core semiconductor, RF device IC, to the connector, memory, software, optoelectronic device In the test and foundry, there are American suppliers.
A data showed that more than $ 11 billion in the $ 70 billion procurement budget of FY2018 was used to purchase US suppliers. Although the 2019 terminal market continued to slow, but under 5G and Ai consumption, I believe that Huawei is expected to purchase funds in the United States this year to be between $ 150-20 billion.
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