Huawei — 供應鏈與商業關係

“we stopped all of our product shipments to Huawei, historically our largest networking customer in China, in the beginning of calendar year 2024.”

— LITE 10-K，申報於 2026-08-17 EDGAR · 查看原始申報文件 ↗

Lumentum 已於 2024 年初停止對 Huawei 的所有產品出貨，且 Huawei 過去是 Lumentum 在中國最大的網路客戶。（以原文為準）

“In January 2025, we received an inquiry from BIS concerning past product sales to Huawei … We have stopped shipping products to Huawei”

— COHR 10-K，申報於 2026-08-14 EDGAR · 查看原始申報文件 ↗

Coherent 在 2025 年 1 月收到 BIS 關於過去向 Huawei 銷售產品的詢問，且已停止向 Huawei 出貨。（以原文為準）

“Such regulatory changes include the addition by BIS of China-based Huawei Technologies Co., Ltd. (“Huawei”), Semiconductor Manufacturing International Corporation (“SMIC”), Yangtze Memory Technologies Corp (“YMTC”), NAURA Technology Group, Piotech, Inc. and many of their respective affiliates onto its Entity List. … Accordingly, we have implemented additional monitoring processes and suspended orders from these companies as well as other designated Chinese-based customers, where those orders are subject to U.S. jurisdiction.”

— MKSI 10-K，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗

MKSI 已暫停對 Huawei 等公司的訂單，因其被列入 BIS 實體清單。（以原文為準）

“in 2020, due to regulations imposed by the U.S. government, we ceased shipments of our products to Huawei pending approval of export licenses.”

— NXPI 10-K，申報於 2026-02-19 EDGAR · 查看原始申報文件 ↗

NXP 在 2020 年因美國政府法規，在取得出口許可前停止向 Huawei 出貨。（以原文為準）

“Our current competitors include: … • suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co. Ltd., or Huawei, and Intel Corporation, or Intel;”

— NVDA 10-K，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

NVIDIA 將 Huawei 列為其當前競爭對手之一。（以原文為準）

“The data center and campus networking markets have historically been dominated by Cisco, with competition also coming from other large network equipment and system vendors, including Dell/EMC, Extreme Networks, Hewlett Packard Enterprise, Huawei, Juniper Networks, Nvidia, and white box networking vendors that utilize open-source operating systems.”

— ANET 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗

在資料中心與園區網路市場，Arista Networks 與 Huawei 等公司競爭。（以原文為準）

“Competitors in the inverter market include, among others, SolarEdge Technologies, Inc. (“SolarEdge”), Huawei Technologies Co. Ltd., (“Huawei”), Tesla, Inc. (“Tesla”), Sungrow Power Supply Co., Ltd., Growatt New Energy Co., Ltd and other companies offering microinverters and/or string inverters with and without solar optimizers.”

— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗

Enphase 在逆變器市場的競爭者包括 Huawei。（以原文為準）

“Large-scale, global competitors with broad product portfolios and service offerings. These competitors may have comparatively greater financial, technical and marketing resources available to them and would include Schneider Electric, S.E., Eaton Corporation Plc, Legrand SA, and Huawei Investment & Holding Co., Ltd, each of which has a large, global presence and compete directly in the markets in which we operate.”

— VRT 10-K，申報於 2026-02-13 EDGAR · 查看原始申報文件 ↗

Vertiv 將 Huawei 列為在全球市場與其直接競爭的大型競爭對手。（以原文為準）

“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”

— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗

Cisco 的競爭對手包括 Huawei 等公司。（以原文為準）