Huawei's attitude has been clear
Since the "supply cut" incident, Huawei has begun to plan a series of independent breakthrough actions, in these actions involving operating systems, semiconductor chips and other directions, and now in terms of operating systems, Huawei has initially made up for the loopholes, and even completed the transcendence on the operating system of the mobile terminal, but in the field of semiconductor chips, Huawei has not revealed more plans.
Before 2022, Huawei only said that it would not shut down the HiSilicon business, and on March 28, 2022, Huawei suddenly released good news that Huawei will use area for performance to solve the demand for chips by stacking chips, but from beginning to end, Huawei did not mention specific manufacturing solutions.
However, public opinion has always hoped that Huawei can build its own semiconductor chip manufacturing industry chain, just like Intel and Samsung Electronics, so that in the two major areas of chips and operating systems, Huawei will achieve autonomous innovation and can be highly controlled at any time.
However, on April 26, Huawei gave a clear reply, which made Huawei's attitude towards the self-built chip manufacturing industry chain very clear, Huawei rotating chairman Hu Houkun said bluntly, "Although facing chip supply cuts, Huawei has no plans to build its own chip factory."
The reason why Hu Houkun said this, Huawei also gave an explanation, Huawei believes that the chip industry chain is very long, there are many links in manufacturing, and no company can solve it by itself.
The results that TSMC and Samsung did not want to see are still coming
In fact, this is very true, the current in the field of chip design, Huawei is indeed at the forefront of the world, whether it is a mobile chip, baseband chip or server chip, Huawei has its own achievements, as for chip packaging, the current Huawei is only the beginning of the contact stage, for the most difficult chip manufacturing links, want to achieve the whole industry chain self-research, the difficulty is very large, even Samsung Electronics and Intel also need to rely on ASML and other companies to provide lithography machines, etching machines, semiconductor photoresists, etc.
However, since Huawei has made it clear that it will not build its own chip factory, but on the other hand, Huawei's chip problem has begun to be solved, which shows a problem, there have been chip foundries began to undertake Huawei's chip business, and Huawei began to cooperate to create a chip manufacturing industry chain without American technology, and the probability of being able to do this step is SMIC.
After all, at present, the world's mainstream top chip foundries, only SMIC is in the mainland region, and at the same time, on April 27, Yu Chengdong, CEO of Huawei's consumer business, also announced that Huawei's smart phone products began to return this year, which made it more clear that Huawei's chip business has found a partner, and this also means that TSMC and Samsung Electronics do not want to see the results, or come.
Because, if in the end, Huawei uses chip stacking technology to perfectly realize Huawei's demand for chips through international cooperation with SMIC, then after that, Huawei's core SOC chips will be handed over to SMIC, so that both TSMC and Samsung Electronics will lose Huawei as a big customer, especially TSMC, after all, Huawei was once TSMC's second largest customer, contributing about 14% to TSMC's revenue.
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Mr. Ren Zhengfei, the founder of Huawei, said in an interview, "Some of the holes in the 'rotten plane' have not been completely repaired, and it takes huawei two or three years to repair these 'holes', and it takes three to five years to restore and revitalize." Now the three-year period has arrived, and Huawei is also repairing these "holes" according to Ren Zhengfei, whether it is in the operating system or semiconductor chips, Huawei is ready to set sail again, with these three years of dormancy and experience, the future Huawei will surely go more stable, and all this thanks to the US market.