日经新闻引述消息人士报导,华为已囤积相当于两年库存量的关键美国晶片,以保护公司营运免于美国的打压。
知情人士透露,华为囤积的库存品,主要为英特尔(Intel)生产的伺服器专用中央处理器,以及赛灵思(Xilinx)生产的可编程晶片。这些晶片是华为基地台事业和云端事业的“最重要元件”,目前华为已囤积足够使用一年半至两年的库存量。
美国5月15日颁布最新禁令后,实际上等同于封锁其他公司为华为设计的晶片代工,华为目前仍无法找到可长期供应这些元件的其他供应商。此外,分析师指出,如果华为只能依赖库存,竞争力终将受影响。
消息人士透露,2018年华为财务长孟晚舟遭逮捕后不久,华为便开始囤积晶片;华为上周公布,去年采购晶片、元件和材料的支出达人民币1,674亿元(約1019億令吉),比前一年增加73%。
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