The U.S. Ministry of Commerce Industrial Security Bureau (BiS) is about Huawei (Huawei) and relatedcompanies listed in the "Entity List" on August 17 (Eastern Eastern time, the same on the same as the United States).It has announced that it has strengthened access restrictions on US -derived technology and software.At the same time, BiS also announced that 38companies targeted for entertainers have added 38companies.
In addition, the ministry has announced that the expiration date of the temporary general permit (TGL) has expired on May 15.With the invalidation of TGL, BiS approval is also required for network equipment, smartphones and tablet devices software updates and network maintenance and operation.
[Postscript: 17:50] I added Huawei's correspondence and the US Semiconductry Industry Association (SIA).
米商務省のニュースリリースThe story so far
BiS summarizes individuals, organizations andcompanies who are concerned about exports of products and services outside the United States in four "concerns lists."
Huawei and their affiliates were registered on May 15, 2019 on the entity list, one of the concerns lists, and it was virtually impossible to trade with UScompanies.This list also describes Huawei's Japanese subsidiary Huawei Japan (Hua Technology Japan).
Meanwhile, on May 20, the US Ministry of Commerce issued TGL for Huawei and relatedcompanies listed on the entity list.The contract that was enabled by May 16 of the same year has given some permission to some commercial transactions necessary for software updates and network maintenance and operation.
The permission was extended for 90 days each on August 19 and November 18, 45 days ( *) on February 13, 2020, and 90 days on May 15.
( *) Fixed to extend until May 15 on February 18
What is your future impact?
The ministry stated that the TGL extension held on May 15, 2020 was "probably the last extension" and suggested that no further extension was performed.BiS has also announced semiconductor export regulations on entity listcompanies on the same date.
It is easy to summarize what will happen by the announcement of this time (August 17).
半導体の輸出規制：定義を「洗練」→海外からの調達がさらに困難に
According to the semiconductor export regulation on May 15, Huawei and their relatedcompanies design semiconductors using US software and technology, and use US -produced facilities overseas (outside the United States).Limited to outsourcing production to).However, there is a "omission" in which a third party from overseas (outside the United States) designs using US software and technology to procure a semiconductor made in a factory with US -produced US facilities.It has been pointed out.
In this announcement, in the semiconductor and the procurement process of parts and equipment using it, if Huawei and their relatedcompanies are involved as parties in some form, export regulations are subject to export regulations.
Transactions withcompanies and organizations published in the entity list can be made by obtaining approval from BiS.However, BiS has a policy of "in principle refusal", and it is very difficult to get approval.
Huawei is difficult to procure high -performance semiconductors involved in some form.
半導体の取引過程で、Huaweiとその関連企業がプロセスに関わる場合は輸出規制の対象となることにTGL失効：Android端末のソフトウェア更新に影響が出る可能性
In the entity list, new transactions (contracts) with Huawei, their affiliatedcompanies and UScompanies have been banned in principle.
On the other hand, some commercial transactions required for software updates and network maintenance and operation have been approved by TGL.It is because this TGL has been able to update software and upgrade the OS version of the Huawei Android device equipped with GMS (Google Mobile Services) provided by a US company, Google.
However, this time, TGL was not updated and expired.In the future, there may be some effects of GMS and Google apps included in Huawei terminals and upgrading the OS version.
If Google has obtained the approval of transactions, the problem can be avoided, but as mentioned above, the application has a policy of refusal.In the short term, it seems difficult to solve the problem.
Huawei is "considering the launch of a statement"
In response to this measure, Huawei is considering issuing some statements after scrutinizing the impact on the company, groupcompanies, and business partners.
Semiconductor Industry Association publishes a statement
In response to this measure, Semiconductry Industry Association (SIA) has issued a statement under the name of John Newfer CEO.The original text and the Japanese translation by the author are also posted.
（原文）
We are still reviewing the rule, but these broad restrictions on commercial chip sales will bring significant disruption to the U.S.Semiconductor Industry.We are surprised and concerned by the administration’s sudden shift from its prior support of a more narrow approach intended to achieve stated national security goals while limiting harm to U.S.companies.We Reiterate OUR VIEW THAT SALES OF NON-Sensitive, Commercial Products To China Drive Semiconductor Research and Innovation here in the in the u-U U w.S., Which is Critical to America's Economic Strength and National Security
（日本語訳）
私たちは（新しい）規則を見直している所ですが、商用半導体の販売に関する広範な規制は、米国の半導体業界に重大な混乱をもたらすでしょう。私たちは、規制当局が米国企業への危害を抑制しつつ安全保障の目的を達するためにより小規模な措置を取る方針から転換したことに驚きと不安を覚えています。私たちは、機微に富まない商用製品の中国への販売が、ここ米国における半導体の研究や革新につながり、それが米国の経済や国家安全保障に必要不可欠であるという見解を繰り返します。
