On Aug. 17, the U.S. government effectively banned shipments of semiconductor chips using U.S. technology to Huawei with an eye to stepping up containment of the Chinese firm. This could cause disruptions in the production of smartphones and other devices. Huawei procures parts from Japanese firms, and these transactions amount to 1 trillion yen annually. The latest U.S. move will likely have a broad impact on Japanese industry.
Sony supplies Huawei with CMOS sensors used in smartphones. Sony refrained from commenting on the additional U.S. sanction, but the company may be pressed to review its imaging sensor production depending on the impact of the sanction.
A person from Kioxia (formerly known as Toshiba Memory), which supplies memory chips to Huawei, says that the firm is “looking into the situation.” Mitsubishi Electric, which ships Huawei optical devices (optical semiconductors) for use in optical networks, commented that the firm is examining the impact of the ban on its business. (Abridged)