The old American stick hit the "Mandarin Duck", and TSMC was forced to choose to "break up" with Huawei! However, after the "breakup", TSMC's old love is unforgettable, and from time to time it still communicates with Huawei's eyebrows, but it is more than enough and insufficient strength, far away from the United States' father is strictly controlled, and it is more difficult to continue the frontier than to ascend to the sky! However, Huawei has long been like a rock, break up on the don't come back to me, in order to solve the chip supply crisis, Huawei moves frequently, I believe that one day the United States can not get stuck in Huawei's neck.
Why TSMC is still considered huawei's best "companion"
I have to say that TSMC still has strength! Beautiful enough, is a good "bitch"! It can be said that in the global world, TSMC is firmly in the top position among chip manufacturers, which is to crush the existence of the US company Intel! At present, the 5nm, 7nm process of semiconductor chips TSMC has achieved mass production, on this TSMC still has not stopped the pace of progress, but also to the 3nm process to launch an impact! Such a self-motivated "girl", which man is not moved?
For many years, Huawei and TSMC have a close relationship and are enviable gods and immortals! Huawei's design and development of Kirin chips is the world's leading, and only a few foundry companies such as TSMC can catch it, Huawei is very satisfied with TSMC, and the cooperation is very pleasant! However, after a paper document sent Huawei into the entity list, chip foundry became Huawei's number one problem! There are some things in this world that money can't buy, such as love, such as lithography machines and chips.
After losing Huawei's order, TSMC has been working hard for free shipments, for the "daddy" to build a factory in the United States, TSMC argues according to reason, thinking that the United States can not have the strength to build a complete chip industry chain, but sleepy Joe seems to be unmoved! For TSMC's public overtures, Huawei did not have any remarks related to OEM, and it is iron-hearted to take the road of independent research and development!
It is not that Huawei wants to "change its mind", it is really forced! What about MediaTek? To be honest, it's far from it! MediaTek can only provide foundries for low-end chips, and the foundry of high-end chips does not have such strength! This "little brides" is not only mediocre, but also not very self-motivated, And Huawei's choice of it is really a helpless move, after all, it can't beat a single stick!
The localization of chips is unrealistic to achieve in the short term, on the one hand, the production of high-end chips is inseparable from the EUV lithography machine, and low-end chips are difficult to meet Huawei's needs. It is optimistic that the EUV lithography machine can be localized within 15 years, but Huawei's life will not go on in 15 years. Originally, Huawei expected that the domestic SMIC could become an alternative manufacturer, but SMIC also had more than enough and insufficient strength! The key time is the Chinese Academy of Sciences!
Huawei has made gratifying progress in the chip field in recent years
In fact, for TSMC chips to cut off Huawei has long been prepared, on the one hand, some chips that do not have such high accuracy requirements, such as TV chips, automotive chips, etc., are interrupted by TSMC oem and handed over to domestic companies, on the other hand, they are also constantly laying out in the field of chip manufacturing. The difficulty of the EUV lithography machine is too high, it is difficult to make a breakthrough in the short term, and this matter still has to rely on the Chinese Academy of Sciences to get it done!
Huawei did not choose to passively wait, but turned to the field of photoelectric chips to seek overtaking in curves! Cambridge has established an optoelectronics research and development base, and cooperated with the United Kingdom with graphene-leading technology to develop carbon-based chips, and Huawei spent $1 billion. Once the photoelectric chip is successfully developed, it can not only completely get rid of the neck of the Us and TSMC cards, but also achieve performance upgrades! Photoelectric chips are considered to be unconstrained by Moore's Law, faster computing speeds, higher efficiency, and no reliance on EUV lithography machines.
Huawei has also applied for a number of patents for chip stacking packaging technology, which can realize the stacking of two 10nm-level chips to the level of the 5nm process. This allows Huawei to breathe a sigh of relief through chip stacking technology under the premise that the photoelectric chip cannot meet the production demand. Passive waiting is not as good as taking the initiative to attack, Huawei is doing a beautiful job!
Speculation about the different fates of TSMC and Huawei in the future
TSMC's life may become more and more difficult, under the coercion of the United States, TSMC had to hand over its confidential data and was asked to build a factory in the United States. However, soon after handing in the data, Intel announced a breakthrough in the Intel 4 semiconductor chip process! Clear-eyed people know what is going on at a glance, TSMC is estimated to be crying without tears at this time, compared with Intel's pro-son, obviously Lao Mei is still towards his own pro-son! When the value is squeezed dry, TSMC may face the fate of being abandoned by the United States in the future!
On the other hand, Huawei, which has been constantly beaten by society over the years, has long cultivated the body of King Kong. If you have never counted on anyone in your life, it is naturally difficult to be hurt! Huawei is like this, you cut off one of my legs, I will put on crutches; you cut off my two legs, I will be in a wheelchair, but no matter how hard, I have to live! When we have the conditions, we will change to the leg of King Kong, which is better than the original leg and runs faster!
But what is obvious is that the fate of Huawei and TSMC is here! Regardless of the future, it does not matter whether Huawei and TSMC will continue the frontier in the future, from now on, Huawei and TSMC will not meet again, not goodbye, but farewell!
TSMC "eyebrow affection" to Huawei, Huawei is not moved, TSMC: you want to say goodbye to me forever
TSMC "showed goodwill", Huawei was not moved, Huawei: Now I can't climb high
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