A few days ago, the US Department of Commerce’s ban on Huawei and its subsidiaries and affiliates has ended the buffer period, and the relevant provisions of the ban will come into effect after the buffer period ends.
Many manufacturers, such as Samsung, MediaTek, and Sony, have already said that they will stop supplying Huawei because these companies cannot violate the relevant US ban.
However, these companies, as well as Intel, Micron Technology, Hynix, TSMC, SMIC, etc. have also expressed their submission to the US Department of Commerce for supply to Huawei.
The chip manufacturer AMD recently stated at the Deutsche Bank Technology Conference that the company’s previous Huawei supply application submitted to the US Department of Commerce has been approved.
That is, the company can continue to provide products to companies on the list of regulated entities such as Huawei and its affiliates and subsidiaries without interruption due to the ban.
However, AMD did not disclose the specific products included in the supplied license, and it is not known whether processors, especially server processors and graphics cards, are available.
Of course, this is excellent news for Huawei and its suppliers in the industry. This is also the first US-based company to disclose its supply license after the Huawei ban took effect.
Although AMD’s license is good news for the industry, industry insiders also say that the possibility of other companies obtaining licenses is very small.
After all, the purpose of the US government is to kill Huawei. If the semiconductor and chip manufacturers in the industry can obtain licenses, the sanctions cannot be achieved.
The industry estimates that the license obtained by AMD this time may be to provide Huawei with consumer-grade chips, that is, AMD processors used in some Huawei notebook computers.
As for other chips and semiconductor products, the US government and the US Department of Commerce may not let go, so the follow-up situation is still very anxious for Huawei.