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再次确认!如果ARM停止授权,华为的麒麟芯片会立刻消失!
送交者: 总统他爹[★品衔R5★] 于 2019-05-22 16:29 已读 270 次  

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据英国广播公司获得的内部文件称,基于ceUK的芯片设计师ARM告诉员工,它必须暂停与华为的业务。
ARM指示员工停止与华为及其子公司的“所有有效合同,支持权利以及任何未决的约定”,以遵守最近的美国贸易限制。
ARM的设计构成了全球大多数移动设备处理器的基础。
在公司备忘录中,它表示其设计包含“美国原产技术”。
因此,它认为它受到特朗普政府禁令的影响。
一位分析师称此举是长期的,对华为的业务来说是“不可逾越的”打击。
他表示,这将极大地影响该公司开发自有芯片的能力,其中许多芯片目前都是采用ARM的基础技术制造的,并且需要支付许可费。
总部位于剑桥的ARM在被日本基金收购之前被描述为英国最大的科技公司。它雇佣了6,000名工人,并在美国列出了8个办事处。
该声明称其“遵守美国政府提出的所有最新规定”,但拒绝进一步置评。
华为发言人表示,该公司“目前尚未发表评论”。
什么是ARM?
ARM是一家成立于1990年的芯片设计师。2016年9月,它被日本电信巨头软银收购,但仍留在英国剑桥。
ARM本身并不制造计算机处理器,而是将其半导体技术授权给其他人。
在某些情况下,制造商只授权ARM的架构或“指令集”,它们决定了处理器如何处理命令。该选项为芯片制造商提供了更大的自由来定制他们自己的设计。
在其他情况下,制造商授权ARM的处理器核心设计 - 它描述了如何安排芯片的晶体管。这些蓝图仍然需要与其他元素(如内存和无线电)结合使用,以创建所谓的片上系统。
因此,当您听到有关三星Exynos,高通Snapdragon或Apple A11芯片(或华为智能手机中的一个)供电的设备的谈话时,仍然是ARM的技术。
ARM的美国总部位于加利福尼亚州的圣何塞,该公司在华盛顿,亚利桑那州,德克萨斯州和马萨诸塞州设有办事处。
'不幸的情况'
继美国商务部将华为加入其美国公司无法再与之开展业务的公司“实体名单”之后,ARM的工作人员于5月16日获悉该决定。
英国广播公司还看到了5月18日的公司备忘录,详细说明了出口禁令的影响。
5月21日星期二,美国政府官员对这些限制发布了90天的缓刑,以尽量减少立即中断。但ARM的一位消息人士表示,工作人员尚未被告知他们可以开始与华为或其子公司再次合作,甚至是暂时的。
ARM发言人拒绝透露其华为合同的现状。
根据一份备忘录,ARM员工被指示暂停与华为及其子公司的所有互动。
它建议员工发送一份说明,告知华为(或相关)员工,由于“不幸情况”,他们不得“提供支持,交付技术(无论是软件,代码或其他更新),参与技术讨论,或与华为,海思或任何其他指定实体讨论技术问题“。
在行业活动中与员工接触的ARM员工必须“礼貌地拒绝并停止”有关业务的任何对话,指导说 - 强调个人可能因违反交易规则而承担个人责任。
该禁令似乎也适用于ARM中国公司,ARM公司拥有49%的股份。它是去年与中国投资财团成立的一家合资企业,旨在使ARM能够为该地区的产品开发,销售和提供支持。
'难以逾越的障碍'
华为周二告诉记者,其软件的“计划B”将是开发自己的操作系统,这已经有一段时间了。然而,该公司更难以采购具有足够质量的本土组件。
华为目前从其拥有的HiSilicon公司采购部分芯片。然而,在中国生产时,HiSilicon的芯片是使用ARM创建的底层技术构建的。
虽然海思半导体和华为可以继续使用和制造现有芯片,但该禁令意味着该公司将来不再向ARM寻求设备组件的帮助。
HiSilicon即将推出的处理器Kirin 985将于今年晚些时候在华为设备中使用。根据ARM的消息来源,预计不会受到禁令的影响。然而,芯片的下一次迭代尚未完成 - 并且很可能需要从头开始重建 6park.com

UK-based chip designer ARM has told staff it must suspend business with Huawei, according to internal documents obtained by the BBC.
ARM instructed employees to halt “all active contracts, support entitlements, and any pending engagements” with Huawei and its subsidiaries to comply with a recent US trade clampdown.
ARM’s designs form the basis of most mobile device processors worldwide.
In a company memo, it said its designs contained “US origin technology”.
As a consequence, it believes it is affected by the Trump administration’s ban.
One analyst described the move, if it became long-term, as an “insurmountable” blow to Huawei’s business.
He said it would greatly affect the firm’s ability to develop its own chips, many of which are currently built with ARM’s underlying technology, for which it pays a licence.
Cambridge-headquartered ARM had been described as the UK’s largest tech firm until its takeover by a Japanese fund. It employs 6,000 workers and lists eight offices in the US.
In a statement it said it was “complying with all of the latest regulations set forth by the US government”, but declined to comment further.
A spokesman for Huawei said the company “is not commenting at this time”.
What is ARM?
ARM is a chip designer founded in 1990. In September 2016 it was acquired by Japanese telecoms giant Softbank, but remains based in Cambridge, UK.
ARM does not manufacture computer processors itself, but rather licenses its semiconductor technologies to others.
In some cases, manufacturers only license ARM’s architecture, or “instruction sets”, which determine how processors handle commands. This option gives chip-makers greater freedom to customise their own designs.
In other cases, manufacturers license ARM’s processor core designs – which describes how the chips’ transistors should be arranged. These blueprints still need to be combined with other elements – such as memory and radios – to create what is referred to as a system-on-chip.
As a result, when you hear talk of a device being powered by a Samsung Exynos, Qualcomm Snapdragon or Apple A11 chip – or one in a Huawei smartphone – it is still ARM’s technology that is involved.
ARM’s US headquarters are in San Jose, California, and the firm has offices in Washington, Arizona, Texas and Massachusetts.
‘Unfortunate situation’
ARM’s staff were informed of the decision on 16 May, following the US Commerce Department’s move to add Huawei to its “entity list” of companies with which American firms could no longer do business.
The BBC has also seen a company memo dated 18 May detailing the implications of the export ban.
On Tuesday 21 May, US government officials issued a 90-day reprieve on the restrictions in order to minimise immediate disruption. But a source at ARM said staff had not been told they could start working again with Huawei or its subsidiaries, even temporarily.
A spokesman for ARM declined to offer any additional clarity about the current status of its Huawei contracts.
According to one memo, ARM staff were instructed to suspend all interactions with Huawei and its subsidiaries.
It advised staff to send a note informing Huawei (or related) employees that due to an “unfortunate situation”, they were not allowed to “provide support, delivery technology (whether software, code, or other updates), engage in technical discussions, or otherwise discuss technical matters with Huawei, HiSilicon or any of the other named entities”.
ARM staff that come into contact with employees at industry events must “politely decline and stop” any conversations about the business, the guidance said – stressing that individuals could be held personally liable for breaking the trade rules.
The ban also appeared to apply to ARM China, the China-based company in which ARM Holdings owns a 49% stake. It was set up as a joint venture with a Chinese investment consortium last year in order to enable ARM to develop, sell and offer support for its products in the region.
‘Insurmountable obstacle’
Huawei told reporters on Tuesday that its “plan B” for software would be to develop its own operating system, something it has already been working on for some time. However, it will be significantly more difficult for the firm to source home-grown components of sufficient quality.
Huawei currently sources some of its chips from HiSilicon, which it owns. However, while produced in China, HiSilicon’s chips are built using underlying technology created by ARM.
While HiSilicon and Huawei are free to carry on using and manufacturing existing chips, the ban would mean the company could no longer turn to ARM for assistance in developing components for devices in future.
HiSilicon’s upcoming processor, Kirin 985, is due be used in Huawei devices later this year. According to a source at ARM, it is not expected to be affected by the ban. However, the next iteration of the chip has not yet been completed – and is likely to need to be rebuilt from scratch, the source said.
The relationship between ARM and Huawei engineers is tight – earlier this month Huawei announced its intention to build a research centre only 15 minutes from ARM’s headquarters in Cambridge, UK.
“ARM is the foundation of Huawei’s smartphone chip designs, so this is an insurmountable obstacle for Huawei,” said Geoff Blaber, from CCS Insight.
“That said, with an abundance of companies in Huawei’s supply chain already having taken action to comply with the US order, Huawei’s ability to operate was already severely affected.”
What is not yet clear is whether ARM is acting on its own interpretation of the US rules, or whether it has been advised by the Commerce Department.
“If that interpretation is correct, that’s going to affect every semiconductor company in the world,” remarked analyst Lee Ratliff, from IHS Markit.
“They’re not going to be able to easily replace these parts with new, in-house designs – the semiconductor industry in China is nascent.”
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