Zhang Zhongmou guessed correctly, in the many statements of executives, Huawei has clarified the direction!
In order to prevent Huawei from further development, the strictest relevant restrictions in history have arrived, and all companies containing US technology who want to continue to cooperate with Huawei must obtain the corresponding authorization, which means that Huawei has been completely kicked out of the supply chain after the official supply of TSMC.
A series of chain reactions have also caused the global lack of cores today, after the Kirin chip is facing a temporary suspension of production, Huawei HiSilicon has also lost the ability to make a profit, but Huawei firmly stated that it will continue to invest in HiSilicon and let it continue to maintain its advantages in the field.
But we all understand that HiSilicon only has chip design capabilities and does not have manufacturing technology, so the outside world has been concerned about whether Huawei will have the idea of building its own foundry, but from Huawei's repeated statements, it seems to really verify Zhang Zhongmou's previous speculations.
Does Huawei have a factory construction plan
On the issue of chip supply, Guo Ping had previously responded: "Huawei wants to establish the entire chip industry chain, not only to be able to design, but also to be able to manufacture, and to maintain a leading edge!" ”
But obviously this sentence has been over-interpreted, many people mistakenly think that Huawei wants to learn from Samsung, start the plan to develop its own chips, but many people have ignored a keyword eye "help industry chain partners", which is a prerequisite, Huawei does not have the ability to build its own chip foundry in the short term, which is an indisputable fact.
At the Global Analysis Conference on April 26, Hu Houkun once again stated: "Although Huawei is facing a chip shortage, there is still no plan to set up a chip factory, and the division of labor in the chip industry chain has certain requirements." ”
Zhang Zhongmou is right?
As the founder of TSMC, Zhang Zhongmou said a long time ago: "There is no single economy in the world that has a way to complete the layout of the complete chip supply chain, and it is impossible to afford the layout of the entire complete supply chain with international competitiveness." ”
In the face of huawei executives' repeated statements, it seems to confirm this situation well, Huawei does not have the ability to independently lay out a complete chip industry system, chip design and development, manufacturing process and packaging and testing, each link needs the cooperation of multiple companies.
Under such a long chain, Huawei can't even do the complete autonomy of R&D and design, and it also relies heavily on overseas instruction sets and architectures and EDA design software, so Huawei is even less likely to solve all the problems by itself, and it is definitely necessary to use the upstream and downstream industry chain to jointly complete this goal.
At present, Huawei is also doing its best to realize the autonomy of the domestic supply chain, and has also set up Hubble Investment, which specially provides funds to potential semiconductor companies for corresponding technology research and development, and has also achieved very good results, according to this progress, it is not impossible to complete the industrial chain layout.
Huawei began to adjust its direction
The research and development of lithography machine is still the biggest problem, but in order to achieve the manufacture of chips below seven nanometers, it is necessary to use ASML EUV lithography machine, under the influence of import and export restrictions, the possibility of domestic enterprises obtaining EUV lithography machine in the next few years is almost zero.
In order to achieve the supply of chips as soon as possible, Huawei has also developed a better solution, the direction of research and development of chips has turned, in the previous annual report conference, Guo Ping has stated: "The follow-up will focus on the development of three reconstructions, the use of stacking, area for performance, so that Huawei products to restore competitiveness!" ”
The direction expressed in it is also clear, and the follow-up will focus on the advanced packaging process, using the existing industrial level in China to realize Huawei's needs in chips, and this is the follow-up direction of TSMC, which has achieved initial results in the dual-core superposition process, which is enough to prove that this is a feasible road.
However, this is not a good thing for TSMC, the front is still for Huawei can not build its own factory and rejoicing, follow-up and the news of Huawei's change of technical direction, once Huawei has a chip independent supply channel, TSMC's expectation of the broken mirror reunion can not be realized.
And Huawei is not without the strength to build a factory, but there is not so much energy to do, but also need to spend a lot of time to layout, for the current Huawei is not necessary to package, if you can promote the development of the domestic industrial chain, this is more favorable for Huawei, after all, the chip industry is in need of heavy financial support.
Although Huawei has no plans to build a factory for the time being, it is by no means like Zhang Zhongmou said, the domestic can not build a complete chip industry chain, as long as the various enterprises are well integrated, China Core will soon be able to usher in glory, what do you think about this?