The original title of the article of the Financial Times on November 15: Europe's top chip companies seek stability in the US-China dispute
As export controls complicate the global supply chain, European enterprises are caught between Washington and Beijing. The top chip manufacturers in Europe said that they were seeking stable business in China as the export controls in Washington further complicated the operation of the global supply chain.
The CEOs of Italian and French semiconductors, Infineon and NXP said that although they complied with the export restrictions imposed by Washington on the Chinese semiconductor industry, they did not plan to stop their operations in the world's second largest economy. These comments were made during the CEO round table of the Munich International Electronic Components Expo in 2022, which is one of the largest semiconductor trade fairs in Europe.
Jean-Marc Chery, CEO of Italy and France Semiconductor, said: "China accounts for about 30% of our total revenue, which is the market we don't want to leave, and we should continue to adhere to it." He said, "We just want to be stable. We can adapt to the changes, but if we need to change every six months, it will be too difficult to adapt." The United States Department of Commerce launched a new round of export control measures in October, Try to curb China's ability in advanced computing technology and artificial intelligence by restricting access to American technology.
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Source: Vision China
European companies that supply chip production tools, such as Asme and other European chip manufacturers, are less affected by the new regulations than American companies, because their products for the Chinese market are more mature chip production technologies than advanced new technologies targeted by Washington.
Nevertheless, European chip companies are worried that the geopolitical uncertainty caused by the growing tension between Washington and Beijing may disrupt their operations in the Chinese market. The Financial Times recently reported that the Biden government has been trying to reach a tripartite agreement with Japan and the Netherlands to make it more difficult for China to manufacture advanced chips for military purposes.
Kurt Sivers, the chief executive of NZP, told the Financial Times: "The new export control measures have not affected us, but no one knows what the next export control will look like." "We don't know how to read the rules, but we absolutely promise to abide by them at any time, so we really take this matter seriously.
This will not change our business, but will make our work in China more complicated. " He also said that although NXP's business in China was not affected by the new (US) regulations, since the rules came into force last month, NXP has advised its US employees to stop any communication with Chinese customers engaged in semiconductor manufacturing. (Translated by Laurie Li and Gao Xifeng)
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