Everyone knows that since Huawei's comprehensive rise, Laomei is not happy, because they do not allow Chinese companies with such strong scientific and technological strength to exist. In order to suppress and sanction Huawei, Laomei desperately set up various obstacles to Huawei's development, either cutting off the supply of chips, or closing the "small black room", and even pulling gangs and factions to try to strangle Huawei in the cradle.
Before 2020, Huawei used HiSilicon's self-developed Kirin 9000 chip, and its performance can be hung by Qualcomm Snapdragon, Apple A and other chips. However, since the chip rules were modified, the foundry channel of Kirin series chips has been cut off, and TSMC has lost more than 30 billion yuan of revenue.
You know, Huawei is TSMC's second largest customer, and there is competition with Apple and Qualcomm. Before Huawei was cut off, whether it was a price increase or an order, TSMC had an absolute right to speak. But after losing Huawei, TSMC's customers have basically become American companies. In order to get more chip orders, TSMC can only reduce its own price, and even curry favor with Lao Mei, announcing an investment of $40 billion to build a wafer foundry in the United States.
After entering 2023, foreign media have said that TSMC's shipments to Huawei are basically hopeless. The reason why foreign media say this is due to the following reasons.
First of all, Laomei has been expanding the scope of restricted shipments.
From the second half of 2022, Lao Mei plans to upgrade shipment restrictions, first pulling Japan and the Netherlands to sign a tripartite agreement to try to lock China's semiconductor industry at 14nm, and then decided to cut off all ties between Huawei and US suppliers, and American companies such as Qualcomm and Intel cannot ship 4G and other products to Huawei.
In addition, China recently banned the sale of Micron Technology's products. This move completely angered the US side, and with the nature of the old United States "if there is a revenge", it is difficult for TSMC to obtain a shipment license again.
Secondly, TSMC had a very unpleasant quarrel with the US side.
Discerning people know that TSMC's purpose in building a factory in the United States is to get more chip orders and subsidies, and as a result, Laomei not only does not give orders, but also sets a lot of thresholds for applying for subsidies. To get subsidies, TSMC has to share excess profits with the United States and hand over commercial confidential data such as chip production capacity.
In this regard, Liu Deyin announced that he would not accept the subsidy clause proposed by the United States, because once these core data were handed over, TSMC would face a "catastrophe".
Finally, Huawei's 5G mobile phone is expected to return to the king.
Recently, it was reported that Huawei HiSilicon will release a 5G Kirin chip in the second half of 2023, which will be manufactured by SMIC and uses N+1 process technology, and its performance is comparable to TSMC's 7nm chip. But the only drawback is that SMIC's yield rate is only 50%, and chip production capacity will not be large.
Huawei Meng Wanzhou made it clear that the company will fully break through chip technology and live to death. At present, Huawei has realized the localization of 14nm EDA software. In addition, SMIC's advanced chip manufacturing technology. It can be said that it is only a matter of time before high-end chips are localized.
The most important thing is that the recent outbreak of global GPU demand, TSMC uses "super urgent" to produce AI GPU chips for NVIDIA, and the order has been full until the end of the year.
It is precisely because of this that foreign media said that TSMC's shipments to Huawei are basically hopeless. What do you think about that? Welcome to leave a message, like and share.
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