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00:03 Huawei, which has been technically blocked by the United States for 1116 days,
00:08 has returned to the previous month's mobile phone business in a "king" attitude,
00:11 and launched a new 5G smartphone Mate 60 Pro series.
00:15 It has broken the US technical blockade by directly confessing to the world.
00:19 The gold-plated gold ring in this series of mobile phones is the most advanced version of China's current local technology.
00:25 It is still unclear how Huawei will break the US technical blockade and make its own chips.
00:32 However, a report by Bloomberg revealed that four Taiwanese manufacturers are helping Huawei to build a chip factory in Shenzhen.
00:38 This news immediately triggered the US and its allies to sit still.
00:42 US Secretary of Commerce Raymondo publicly said that Huawei's breakthrough "makes people feel incredibly uneasy."
00:48 The US has already launched an investigation, and it is clear that it will launch more legal resources and tools to deal with Huawei.
00:54 Now the US's position is clear, that is, to add more to blockade Huawei.
01:00 Bloomberg reported that four companies are being named to help Huawei build a chip factory,
01:06 including Asian Engineering, Chongyue Technology, Han Tang Integrated, and Xike Hongcheng Technology, etc.
01:12 It is not yet clear whether the previous participation of these Taiwanese companies violated US sanctions.
01:17 Part of the reason is that the US's restrictions are mainly to restrict US technology from exporting to Huawei,
01:23 rather than to stop all business relations.
01:26 As for the four Taiwanese companies suspected of being named to help Huawei build a chip factory,
01:30 Taiwan's Minister of Economy Wang Meihua confirmed that the Ministry of Economy has launched an investigation,
01:35 including the relationship between these four Taiwanese companies and Huawei.
01:39 Whether their actual operating projects in China are in line with the projects that were approved for investment.
01:45 If not, the two-way relationship regulation can be fined up to 25 million Taiwan dollars.
01:51 They have also issued a letter to the four manufacturers.
01:55 As for the US Department of Commerce's Industry and Security,
01:58 they have also launched an investigation into the Mate 60 Pro equipped with chips last month.
02:02 For the sake of the investigation, US Secretary of Commerce Raymondo refused to comment.
02:06 He said that once the Ministry of Commerce finds any enterprise that may violate US export regulations,
02:11 it will investigate.
02:13 Raymondo also said that they will take more measures to implement export control.
02:19 The four Taiwanese companies suspected of assisting Huawei in establishing a chip factory have been internationally recognized.
02:24 The Ministry of Economy has also issued a rare statement to the outside world.
02:27 According to Taiwan's media reports,
02:29 Taiwan's Minister of Economy Wang Meihua said at a question on Tuesday in the Legislative Yuan
02:33 that the Ministry of Economy agreed to conduct an investigation into this unusual relationship.
02:37 If the manufacturers are investing in China or establishing companies,
02:42 then the use of relevant technology must of course comply with our regulations.
02:47 We will also look into the use of these devices in the factory
02:50 and the prohibition of the US-related physical lists.
02:54 Whether or not they comply with US regulations,
02:55 we will also look into it and remind manufacturers.
03:00 As for Huawei's technology experience in the US,
03:02 it is still able to launch a 5G phone with a 7nm chip, the Mate 60 Pro.
03:06 US Secretary of Commerce Raymondo said at a hearing of the Senate Business Committee
03:11 that the news about Huawei's breakthrough in chips is "uncomfortable"
03:14 and that his department needs more means to implement export control.
03:19 Let me just say, the reports about Huawei are incredibly disturbing.
03:24 And although I can't comment on any investigations,
03:27 I promise you we take every credible threat seriously
03:31 and investigate to the fullest wherever we think there is some credible allegation
03:36 that a company has done an end run around our export controls.
03:40 According to Bloomberg,
03:42 the bill currently in the legislative stage will expand the right of the Senate
03:46 to conduct a national security risk information and technology transaction
03:48 through an audit and prevention process.
03:51 Raymondo also pointed out that
03:53 the competition in China and the US has now escalated to technological competition,
03:57 so more resources are needed to counter the competition.
04:00 I think we need additional resources around enforcement
04:02 to do exactly what you're talking about.
04:04 Candidly, the threat is different today.
04:06 The threat from China in 2023
04:08 is different than the Cold War threats of decades ago.
04:12 It is technology.
04:14 In a comment on the US's blockade of Huawei in the field of chips,
04:20 the German New Zurich Times described
04:23 China's "unexpectedly calm" response to US sanctions and control in the field of chips.
04:28 The comment said, "China is calculating the US-China chip conflict,
04:32 but in the long run, it may not be enough."
04:36 Since President Xi Jinping took office,
04:38 China has said goodbye to Deng Xiaoping's "scapegoat" strategy in many respects.
04:43 But in the field of chips, it is an exception.
04:45 In the field of chips, when the US implements new sanctions,
04:48 China does not rise in anger,
04:51 but thinks carefully and cleverly.
04:54 The comment pointed out that a year ago,
04:56 the US implemented historical chip export control in China
04:59 to freeze the development of China's semiconductor industry to its current technical level.
05:03 But the Chinese government did not respond publicly,
05:06 but continued to develop a "double-track" strategy.
05:09 This includes three aspects.
05:11 The first is to choose more "behind-the-scenes" actions,
05:13 rather than high-pitched criticism of the US.
05:15 The second is to start building a "China chip ecosystem" that is not affected by sanctions.
05:21 The third is that in recent months,
05:23 the Chinese government has begun to take a series of "confrontational" actions,
05:26 reminding the US and its allies of its dependence on China.
05:30 For example, China's ban on US light,
05:32 export control in the West,
05:34 and the US chip giant Intel's pressure to limit some users' use of Apple, etc.
05:40 In addition to these well-known measures,
05:42 the comment also mentioned that China may have found a way to avoid sanctions.
05:48 A student of Beijing Tsinghua University recently said in an article,
05:52 "Due to special permits and special permission,
05:54 Tsinghua University's chip research institute can continue to use the best US chip design software."
06:00 Experts have also repeatedly mentioned China's shell companies,
06:04 which have covered up the real recipient of US export products.
06:09 This comment also mentioned that to some extent,
06:12 the US chip industry is also a "China ally",
06:15 so these manufacturers do not want to give up China's huge market.
06:20 In July this year, the US Chips Industry Association strongly urged the US government
06:24 not to implement sanctions further.
06:26 In short, even if sanctioned,
06:29 China is still doing its best to develop its chip capabilities.
06:32 Although China does not have many choices,
06:35 it is wisely making use of these choices.
06:38 (end)
06:41 (video ends)
06:44 [BLANK_AUDIO]
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