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Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

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Not long ago, Huawei Mate 60 Pro was suddenly released without a conference, which undoubtedly injected a dose of strength into the Chinese people, but because the sale was too hasty, many people still couldn't believe it.

Since Huawei officials have not disclosed more information, and most people are not professionals, some people can't help but wonder: Is the chip really self-developed? Is this phone really 5G? All kinds of gossip on the Internet are noisy, and some people with ulterior motives are mixed in.

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

Just when the doubts were getting louder and louder, CCTV made a move! CCTV News Channel's "News 1+1" column, hosted by the famous host Bai Yansong, invited many experts to answer questions for the audience one by one.

What did you get by disassembling the machine?

In fact, the first time to get the new mobile phone, many digital enthusiasts broadcast the disassembly of the machine and issued many detailed disassembly reports.

But after all, these enthusiasts do not have official authoritative endorsement, and it is difficult to convince the audience who do not understand. And many people with ulterior motives sang a singing downfall: "It's just bragging, Huawei simply does not have the ability to make chips, and it is just using the inventory of a few years ago!" "They refuse to trust the analysis of domestic experts, only that the words of foreign institutions can be trusted."

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

After all, China's chip semiconductor industry is one wrong step, one wrong step, and there are too many tears.

The most famous is Chen Jin's "Hanxin No. 1", in fact, he just found a few migrant workers to polish the trademark of foreign chips, which became the so-called self-developed chip, this scammer defrauded the state of 1.1 billion scientific research funds, setting back Chinese chips for more than a decade.

Then to "Wuhan Hongxin" in 2021, these people defrauded a total of hundreds of billions of scientific research funds and investments in the name of lithography machines, making countless Chinese angry.

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

And in May this year, under the pressure of sanctions and funding, OPPO reluctantly announced the dissolution of its 3,000-person scientific research think tank and abandoned self-developed chips...

Today, in addition to the team of the Chinese Academy of Sciences, the only leading companies known to the public are Huawei and SMIC. Over time, many people inevitably develop great pessimism, and their emotions are easily exploited by those who have intentions.

Therefore, in order to forcefully refute the "singing and decline" of these people and restore the confidence of the Chinese people, CCTV sent reporters to contact TechInsights, a world-renowned authoritative semiconductor industry observation organization, and asked their vice chairman Hatcher to come to verify.

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

The vice chairman told reporters that they also carried out disassembly testing early, Huawei Mate 60 Pro is indeed using the new Kirin 900s chip, and from the performance point of view, the chip technology also confirmed that the 7nm technology is used.

He also praised, "This is shocking, we didn't expect that Huawei has reached a world-class level." ”

Subsequently, CCTV also called Professor Lv Yanjie, executive vice chairman of the China Information Economy Association, and he said excitedly, "This is the meaning of from 0 to one, we have solved the problem of 5G chips, and it is only 2~2.5 nodes away from the world's most advanced technology, only 3~5 years away!" ”

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

On the other hand, according to the testing of professionals, the vast majority of the more than 10,000 parts of the Kirin chip are domestic, and they have been "de-beautified".

So many authoritative certifications prove that Huawei has taken the mainland to break out of the US technology blockade and solve the first problem of "stuck neck".

Huawei's breakthrough

Most people don't quite understand why a small chip makes the United States so nervous. Even if you lose the huge Chinese market, you must also suppress and block Huawei?

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

In fact, what the United States is afraid of is not the chip itself, but the huge industrial chain that needs to be built in order to manufacture this chip.

As we all know, the chip is the "brain" of all electronic devices, it is also the crystallization of the highest wisdom of human beings, no one country can produce independently, the world has only a global supply chain that has been divided: American design, South Korea, Japan and Taiwan manufacturing, Chinese mainland market consumption and use.

In the supply chain divided in the United States, from the manufacture of lithography machines, the production of photoresist, to wafer cutting, etching, etc., thousands of different divisions of labor, each country is an important part of it.

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

Every link of chip production involves tens of thousands of jobs and output value, and the United States monopolizes the vast majority of core technology patents, and chip manufacturing design standards, exclusively enjoying the largest cake in this industrial chain.

Therefore, the lithography machine can not only be produced by ASML in the Netherlands, but the company that masters the lithography equipment technology happens to be in the Netherlands, and the United States only allows the Netherlands to master this technology.

ASML is only a member of this huge industrial chain, which is why the Netherlands wants to sell lithography machines to us, but as long as the United States has an order, they can't supply Huawei. If the U.S. no longer supplies patents, ASML will end up being kicked out of the global supply chain.

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

Huawei has its own chip design standards and technologies, and before the sanctions, they could already design 3nm high-end chips, but they could not be manufactured independently, and they needed TSMC and other companies to produce them.

The reason why the United States sanctioned Huawei is because they found that Huawei is developing its own high-end chips, trying to build a second global supply chain, which is about to replace the United States in chip design. If Huawei is allowed to achieve, the United States will lose at least hundreds of billions of dollars, and even millions of people will lose their jobs, and the consequences are unpredictable.

Therefore, the United States has kicked Huawei out of the game with its junior brothers in the supply chain, hoping to block China's technology by stopping supplies and not allowing companies to manufacture chips for Huawei.

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

From this perspective, Huawei's breakthrough is a milestone breakthrough in the competition between China and the United States, marking a big step in the mainland's industrial upgrading.

Huawei brings China not only a chip and a mobile phone, but also a complete industrial chain, millions of jobs, and even to a certain extent to increase the overall income of our people, which is a major event for the benefit of the country and the people.

If it cannot break through this technological blockade, China will not be able to surpass the United States, and can only stop at the low-end low-profit industrial chain, and the pace of comprehensive rejuvenation will be more difficult.

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

The end of TSMC

For a long time, the chips designed by Huawei have been handed over to TSMC and SMIC. A few years ago, in order to curb Huawei, the United States no longer allowed TSMC to OEM Huawei, and also asked them to withdraw from the Chinese mainland and move all production lines to the United States, TSMC complied, and thousands of engineers happily took their relatives to the United States.

In this regard, TSMC Chairman Liu Deyin once said proudly, "The loss of Huawei's orders has not had much impact on TSMC, and other orders can be completely made up." ”

But will the United States really be that kind? Sure enough, not long after TSMC set up a factory in the United States, they were required to hand over trade secrets, including key secrets such as production capacity, wafer yield, and production price. If you don't pay it, you can't get subsidies, and it's even more difficult to set up production lines.

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

The current TSMC can be described as getting on a "thief ship", and it is not to go or stay. Huawei, on the other hand, straightened its spine and blazed a trail of its own.

The release of Huawei Mate 60 Pro has proved the realization of the mass production of Kirin chips, which means that the new industrial chain behind it has been gradually established.

Immediately afterwards, other mobile phone brands in the mainland will gradually switch to domestic chips, and will bring down the chip prices of Qualcomm and MediaTek in Taiwan.

Set the tone! CCTV officially spoke for Huawei, and the last thing TSMC wanted to see happened

Just like the mainland's Yangtze River memory chips, the price of 1,000 yuan of solid-state drives has been hit to 100 yuan, which directly led to the forced price reduction of chips of Samsung and other companies, and the profit plummeted by 96%, and the cascade effect will be irreversible.

Therefore, waiting for TSMC, it will inevitably be this ending. At that time, I don't know if Liu Deyin will regret his decision back then.