36 companies including Yangtze Memory and Cambrian have been included in the US 'Entity List'. Can self-developed chips withstand it?

When I woke up, the U.S. trade stick hit 36 ​​Chinese technology companies and scientific research institutions again. The Bureau of Industry and Security of the Ministry of Commerce once again expanded the "entity list" for export control.

On Thursday local time, the U.S. government listed 36 Chinese technology companies and research institutions, including Yangtze River Storage, Cambrian, Shanghai Microelectronics Equipment, and the Institute of Computing Technology of the Chinese Academy of Sciences. "Entity List" in order to further hinder and suppress the development of China's technology industry.

The U.S. Department of Commerce has included these companies in the so-called Entity List, which means that any of the above companies must obtain permission from Washington if the products provided by companies on the list involve U.S. technology. This license is difficult to apply for successfully.

Changes in the Entity List

At 8:45 a.m. local time on December 15, the U.S. Federal Register’s official website released the U.S. Department of Commerce’s Bureau of Industry and Security Supplements and revisions to the Entity List and the deletion of corresponding lists from the Unverified List (UVL).

The 30-page document shows that the U.S. Department of Commerce plans to officially include Yangtze River Storage, Cambrian, Shanghai Microelectronics and other 35 Chinese companies are included in the entity list.

The specific list is as follows:

##Anhui Cambricon Information Technology Co., Ltd. (Anhui Cambricon Information Technology Co., Ltd. Ji Information Technology Co., Ltd.)

AVIC Research Institute for Special Structures of Aeronautical Composites (Jinan Special Structures Research Institute of Aviation Industry Corporation of China)

AZUP International Group Co., Ltd.

Beijing HiFar Technology Co., Ltd.

Beijing Machinery Industry Automation Research Institute Co., Ltd.

Beijing UniStrong Science & Technology Co., Ltd. (Beijing Vision Strategy Technology Co., Ltd.)

Beijing Vision Strategy Technology Co., Ltd. (Beijing Yinjing Technology Co., Ltd.)

Cambricon (Hong Kong) Co., Ltd. (Cambricon (Hong Kong) Co., Ltd.)

Cambricon (Kunshan) Information Technology Co., Ltd. (Cambricon (Kunshan) ) Information Technology Co., Ltd.

Cambricon Jixingge (Nanjing) Technology Co., Ltd. (Cambricon (Nanjing) Technology Co., Ltd.)

Cambricon (Nanjing) Information Technology Co., Ltd.

Cambricon Technologies Corporation Limited Company)

Cambricon (Xi'an) Integrated Circuit Co., Ltd. (Cambricon (Xi'an) Integrated Circuit Co., Ltd.)

CETC Cloud (Beijing) Technology Co., Ltd.

CETC LES Information System Group Co., Ltd. Information Systems Co., Ltd.)

China Electronics Technology Group Corporation No. 28 Institute (China Electronics Technology Group Corporation No. 28 Research Institute)

Chinese Academy of Sciences Institute of Computing Technology

Guangdong Qinzhi Technology Research Institute Co., Ltd.

Hefei Core Storage Electronic Ltd. Company)

Key Laboratory of Information Systems Engineering

Nanjing Aixi Information Technology Co., Ltd. Nanjing Aixi Information Technology Co., Ltd.)

Nanjing LES Cybersecurity and Information Technology Research Institute Co., Ltd. (Nanjing LES Cybersecurity and Information Technology Research Institute Co., Ltd.)

Nanjing LES Electronic Equipment Co., Ltd.

Nanjing LES Information Technology Co., Ltd. Information Technology Co., Ltd.)

PXW Semiconductor Manufactory Co., Ltd. (Shenzhen Pengxin Micro Integrated Circuit Manufacturing Co., Ltd.)

Shanghai Cambricon Information Technology Co., Ltd.

Shanghai Integrated Circuit Research and Development Center

Shanghai Micro Electronics Equipment (Group) Co., Ltd.

##Shanghai Suowei Information Technology Co., Ltd. (Shanghai Suowei Information Technology Co., Ltd.)

Suzhou Cambricon Information Technology Co., Ltd. (Suzhou Cambricon Information Technology Co., Ltd.)

System Equipment Co., Ltd. of the 28th Research Institute (Liyang)

Tianjin Tiandi Weiye Technologies Co., Ltd .(Tianjin Tiandi Weiye Technology Co., Ltd.)

Xiong'an Cambricon Technology Co., Ltd.(Xiong'an Cambricon Technology Co., Ltd.)

Yangtze Memory Technologies Co., Ltd. (Yangtze Memory Technology Co., Ltd.)

Zhongke Xinliang (Beijing) Technology Co., Ltd. (Zhongke Xinliang (Beijing) Technology Co., Ltd.)

The old Americans probably can’t tell the difference between Xinlian and Xinliang, so they have to sort out their names first when sanctioning others.

There is also a Japanese company included in the entity list, Yangtze Memory Technologies (Japan) Inc., which is actually a Japanese subsidiary of Yangtze Memory.

The reason given by the United States for the companies added to the entity list this time is:

These entities are major artificial intelligence (AI) chips R&D, manufacturing and sales entities are government organizations that support China’s military and defense industry, or are closely connected with them, attempting to obtain items of U.S. origin to support China’s military modernization;

according to §744.11(b) of the EAR, this activity is contrary to the national security and foreign policy interests of the United States.

Let’s look at the modifications to the entity list:

The first is the 10th China Electronics Technology Group Corporation Three institutes (CETC 13), the list adds detailed descriptions to its 12 affiliated institutions and adds each of them as a separate entity. These 12 institutions include:

Bowei Integrated Circuits (Hebei Bowei Integrated Circuit Co., Ltd.)

Envoltek (Hebei Yingwotai Electronic Technology Co., Ltd.)

Hebei Brightway International (Hebei Xingye Hengtong International Trade Co., Ltd.)

Hebei Medicines Health (Hebei Medical Health)

Hebei Poshing Electronics (Hebei Puxing Electronic Technology Co., Ltd.)

Hebei Sinopack Electronics (Hebei Zhongci Electronic Technology Co., Ltd.)

Micro Electronic Technology

MT Microsystems

North China Integrated Circuit Corporation Circuit Corporation)

Shijiazhuang Development Zone Maiteda Microelectronics Technology Development and Application Corporation

Tonghui Electronics (Tonghui Electronic Technology)

In addition, an alias and four additional addresses are added to Huijie Electronics Co., Ltd. (HSJ Electronics), and to Tian High-tech Co., Ltd. ( Tenco Technology Company Limited) adds an alias and an additional address.

Companies with these names are considered to be the same entity.

The document finally removes Yangtze Memory Technologies Co., Ltd from the Unverified List (UVL).

However, considering that Yangtze Memory has been included in the entity list that is more stringent than the unverified list, it cannot actually be regarded as the United States’ goodwill towards this chip storage company.

Previously, the U.S. government announced a series of detailed rules in October that comprehensively restricted China’s purchase of semiconductor and chip manufacturing equipment. At that time, companies such as Yangtze Memory were included in the unverified list.

Give companies on the unverified list 60 days to allow the United States to conduct investigations, otherwise they will face the risk of being included in the entity list. It is generally believed that the unverified list acts as a "buffer zone" for the entity list.

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