征税正让美国芯片制造商倍感亚历山大
When billions of dollars in new US tariffs against China come into effect on Friday, just $250 million worth of chips will be hit.
当美国对数百亿美元进口中国商品加征关税的新政策周五生效时,仅有价值2.5亿美元的芯片会受到影响。
But the levies have triggered deeper anxieties among US semiconductor companies about disruption to their close trade links with China — as well as worries that Washington is shooting at the wrong target in trying to protect a key part of the American technology industry.
但这些关税引发了美国半导体企业更深切的焦虑,它们担心与中国的紧密贸易联系被打断,而且华盛顿在试图保护美国科技产业的关键部分时瞄错了靶子。
A reminder of the high stakes came on Tuesday, as news spread of a preliminary injunction from a Chinese court banning some sales in China by Idaho-based Micron Technology, whose memory chips are used in many smartphones, computers and other devices.
对高风险的一个提醒出现在本周二, 有消息称,中国一家法院发布初步禁令,禁止总部位于美国爱达荷州的美光科技(Micron Technology)在中国销售其生产的部分产品。美光科技的存储芯片用于许多智能手机、电脑和其他设备。
Fears that the company would be at least partially shut out of a market that accounted for about half its revenues last year sent Micron’s shares down more than 5 per cent on Tuesday.
人们担心,美光将至少会被部分排除在中国市场之外,而中国去年约占其收入的一半,这导致该公司股价在周二下跌逾5%。
To many observers in the US, the timing of the Chinese ruling, which came in a patent case, was no coincidence. Ambrish Srivastava, an analyst at BMO Capital, said it appeared to be a “tit-for-tat” move with tariffs inked. “It’s showing how much leverage China has,” he said.
对于美国的许多观察人士来说,中国法院选择这个时候在一起专利案件中作出上述裁决并非巧合。BMO资本市场(BMO Capital Markets)的阿穆布里斯斯里瓦斯塔瓦(Ambrish Srivastava)表示,在美国关税生效之际,这似乎是一种针锋相对的举措。