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巧妙绕开川普禁令,美国芯片商恢复对华为供货,股价因此飙升11%

时间:2019-06-28 19:01:31    来源:新闻在线    浏览次数:    我来说两句() 字号:TT

  Micron Resumes Some Huawei Shipments Despite Trump Blacklist

  虽然特朗普将华为列入了黑名单,美光仍是康复了华为的部分供货

  来历:彭博社 翻译:国际播

  

  Micron Technology Inc., the largest U.S. maker of computer memory chips, said it resumed some shipments to China’s Huawei Technologies Co., appearing to find a way around an export ban that threatens growth for the semiconductor industry.

  美国最大的电脑存储芯片制作商美光科技表明,它已康复了对我国华为技能有限公司的部分供货,这表明,该公司好像找到了绕开一项要挟半导体职业添加的出口禁令的方法。

  Micron studied the export restrictions and determined “a subset” of products it sells to Huawei are not subject to the rules, Chief Executive Officer Sanjay Mehrotra said on a conference call. That sent stock surging as much as 11% in extended trading.

  美光科技首席执行官桑杰?梅赫罗特拉在一次电话会议上泄漏,该公司研讨了出口约束(其间包含出口办理法规和实体名单),并确认其出售给华为的“一部分”产品不受这些规矩的约束。这使得该股在盘后买卖中飙升了11%。

  Micron was forced to halt shipments to one of its largest customers after the Trump administration banned Huawei from buying American technology. Micron makes chips used as the main memory in computers and as storage in mobile devices. Sales to the Chinese telecommunications company generate about 13% of Micron’s annual revenue, according to data compiled by Bloomberg.

  在特朗普政府制止华为购买美国技能后,美光被逼中止向其最大的客户之一发货。美光制作的芯片被用作电脑的主存和移动设备的存储。彭博社编制的数据显现,美光每年约13%的收入来自对这家我国电信公司的出售。

  “We began those shipments in the last two weeks,” Mehrotra said. The company completed its own review of the various and complex restrictions on supplying the Chinese company and made its own decision, he said, without providing further specifics.

  梅赫罗特拉表明:“咱们是在曩昔两周才开端康复发货的”。他还指出,该公司完成了自己对供给这家我国公司的各种杂乱约束的检查,并做出了自己的抉择,但没有供给更多的细节。

  Micron’s announcement helped other chip shares gain. The Boise, Idaho-based company’s stock had been among the most hardest hit this year by concern that a trade war between would cut U.S. companies off from their largest market, China. Mehrotra also said there are signs that demand is increasing as his customers work through their stockpiles of unused parts.

  美光的声明协助其他芯片股上涨。这家总部坐落爱达荷州博伊西的公司是本年受创最严峻的公司之一,原因是外界忧虑,美国的交易战将堵截它们在我国这个最大商场的事务。梅赫罗特拉还表明,有痕迹显现,跟着客户处理库存的搁置零部件,需求正在添加。

  Micron may be the first company to go public about continuing some level of business with Huawei after looking closely at the rules, according to Cross Research analyst Steven Fox. Even when companies have headquarters in the U.S., they may be able, through ownership of overseas subsidiaries and operations, to classify their technology as foreign, he said.

  依据Cross Research分析师史蒂文?福克斯的说法,在细心研讨了相关规定后,美光或许是首家揭露表明将持续与华为展开某种程度事务的公司。他指出,即便公司的总部设在美国,他们也能够经过旗下的海外子公司和事务,将自己的技能归为外国技能。

  Micron and others may be taking advantage of a loophole, according to Kevin Cassidy, an analyst at Stifel Nicolaus & Co. If less than 25% of the technology in a chip originates in the U.S., then it’s not covered by the ban, he said. That could lead to the transfer of patents to overseas entities, something the U.S. government would oppose, he said.

  Stifel Nicolaus & Co.的分析师凯文?卡西迪则表明,美光和其他公司或许正在运用这个缝隙。假如一个芯片中不到25%的技能来自美国,那么它就不在禁令范围内。他说,这或许会导致专利转移到海外实体,而这正是美国政府所对立的。

  Cassidy said he’s concerned that President Donald Trump’s administration might see the resumption of shipments to Huawei as undermining its goal of putting pressure on the Chinese in trade negotiations and take other actions.

  卡西迪表明,他忧虑唐纳德?特朗普总统的政府或许会以为,康复对华为的供货会损坏其在交易谈判和其他举动中向我国施压的力度。

  The U.S. Senate Foreign Relations Committee passed a resolution Tuesday designating Huawei and fellow Chinese equipment maker ZTE Corp. as threats to national security.

  美国参议院外交关系委员会周二经过一项抉择,将华为及其我国同行中兴通讯公司列为国家安全要挟。

  Mehrotra has been telling investors that a much broader set of customers will help insulate the industry from the brutal downturns that have wiped out profitability in the past. He said that data-center owners, such as Alphabet Inc.’s Google and Amazon.com Inc.’s AWS, who had cut orders as they worked through stockpiles of unused components, are now starting to order again.

  梅赫罗特拉一直在告知投资者,更广泛的客户集体将有助于该职业免受曩昔严峻阑珊的影响。他说,Alphabet旗下的谷歌公司以及亚马逊公司的AWS等数据中心所有者现在又开端订购了。这些公司在处理库存中未运用的零部件时减少了订单。

  Earlier, Micron Chief Financial Officer David Zinsner said the company’s revenue will be $4.5 billion, plus or minus $200 million, in the period ending in August. Analysts, on average, projected $4.56 billion. Micron reported sales fell 39% to $4.79 billion in the fiscal third quarter, topping analysts’ estimates of $4.68 billion.

  早些时候,美光首席财政官戴夫?津斯纳表明,在到8月份的这段时间里,公司收入将到达45亿美元,上下起浮2亿美元。分析师均匀估量为45.6亿美元。美光发布的第三财季出售额下降39%,至47.9亿美元,高于分析师估量的46.8亿美元。

  Profit, excluding certain items, was $1.05 a share in the period ended May 30. Analysts, on average, estimated 78 cents a share. The company projected adjusted profit of 45 cents a share, plus or minus 7 cents, in the current quarter. Analysts estimated 63 cents a share.

  在到5月30日的当季,扣除特定项目的获利为每股1.05美元。分析师均匀预估为每股0.78美元。该公司估量,本季度调整后的每股赢利为45美分,上下起浮7美分。分析师估量每股收益为63美分。

  Last quarter, the company said it would idle 5% of production for DRAM and NAND memory chips because of weaker demand and reduce its planned capital expenses in the fiscal year to about $9 billion. Micron said Tuesday it intends to “meaningfully” reduce its spending on new plants and equipment in its fiscal year 2020, in order to align increases in supply with demand levels.

  上个季度,该公司表明,因为需求疲软,将把DRAM和NAND内存芯片5%的出产搁置,并将本财年的本钱开销方案减少至约90亿美元。美光周二表明,方案在2020财年在新工厂和设备的开销上进行“有意义地”减少,以使供给添加与需求水平保持一致。

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