美国通信监管机构6月29日投票通过封堵'遗留漏洞'，要求运营商拆除2019年禁令生效前安装的旧款华为、中兴基础设施，但现有补偿资金严重不足
US Bureau of Industry and Security restrictions, in force since 2022, limit sales of advanced semiconductors and chipmaking equipment to China, determining who can build AI at scale.
China's premier hardware-and-deep-tech city, a 13-million-person Special Economic Zone north of Hong Kong hosting Huawei, Tencent, and DJI and anchoring a US$35bn robotics industry.
China's largest domestic chip foundry, blocked from EUV lithography by the US Entity List since 2020, now producing 7nm chips for Huawei's AI and mobile programs.
中国头部晶圆代工厂扩大N+2产能供应昇腾910C/910D，华为目标约60万颗芯片；HBM和良率，而非光刻机，如今才是真正的瓶颈
经历一年的禁令与逆转，美国批准有限H200销售，北京随即要求企业暂停采购并转向华为