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In order to limit the development of Huawei , the United States has repeatedly modified chip rules to restrict the free shipment of American chip companies and TSMC companies in China. It is precisely for this reason that TSMC terminated its cooperation with Huawei and stopped producing HiSilicon chips for Huawei, which caused Huawei to plummet due to insufficient chip count.
Recently, the United States has revised its chip rules again. Although the shipment restrictions have been further increased, for a series of multinational companies such as Intel , Samsung , TSMC, etc., export exemption can be obtained through application, with a time limit of one year. Companies that have obtained the exemption can further expand the production capacity of domestic factories, purchase new advanced equipment, and even upgrade processes.
However, in the face of the incident of TSMC's exemption, many foreign media said: Whether TSMC can ship freely is no longer important to Huawei. Since TSMC was restricted from free shipment in 2020, Huawei has continuously expanded its business and invested a lot of money in research and development, looking for chip production methods that do not need to rely on TSMC. Now Huawei has achieved initial results.
TSMC has obtained export exemption
TSMC is currently a well-deserved leading company in the global chip foundry field. With the support of ASML a large number of advanced EUV lithography machines, coupled with the world's leading chip foundry technology, TSMC accounts for more than half of the world's chip foundry share. The high-end HiSilicon Kirin chip independently developed by Huawei has always been responsible for the foundry by TSMC.
However, due to its reliance on US technology, TSMC has always been unable to be completely independent. As the United States changes chip rules and restricts chip exports, TSMC has to abide by US chip rules. It terminated its chip foundry cooperation with Huawei and gave up Huawei, its second largest customer.
The United States has revised the rules for chip shipment this time, allowing TSMC, Samsung and other companies to apply for shipment exemption and obtain export passes. However, in the face of TSMC's export exemption, many foreign media have said that Huawei no longer needs TSMC, and whether TSMC obtains export exemption is no longer important to Huawei.
In fact, as we predicted before, TSMC gave up the Chinese market for the sake of the United States, and even if the restrictions are reduced in the future, it will be difficult for it to regain the Chinese market. Not only the Chinese chip industry believes so, but even the American media also believes so, which undoubtedly shows that this conjecture has been realized.
Huawei's business has been further expanded, and the chip problem has been initially solved
Before 2021, as a mobile phone manufacturer, most of Huawei's revenue sources are closely related to mobile phones. Whether it is 5G communication, HiSilicon Kirin chip, Hongmeng operating system and Huawei mobile , they are all related to mobile phones. This is also the source of Huawei's main revenue, but after the United States revised its chip rules and Huawei's chip source broke, Huawei's mobile phone business plummeted.
So while enhancing the mobile phone business, Huawei also began to look for new business ways. Among them, the most famous one is Huawei's smart car field. With its technological accumulation in the Internet of Things, big data, artificial intelligence , Huawei has entered the smart car industry and has made considerable achievements.
Take Huawei's Wenjie Automobile as an example. Since its release, the number of sales has exceeded 20,000 units per month, bringing a lot of revenue to Huawei. In addition to smart cars, Huawei has also obtained a lot of revenue through base station construction and 5G technology in the 5G field.
In addition to other businesses, Huawei has also found a way to replace TSMC's foundry in terms of chips. That is Huawei's 3D stacking technology.Huawei's 3D stacking technology can stack two 14nm chips together, allowing them to exert the energy efficiency of a 7nm chip. At the same time, SMIC also broke through the manufacturing technology of 14nm chips and was able to independently produce 14nm chips.
Therefore, Huawei handed over many mid- and low-end HiSilicon chips to SMIC for responsibility, and handed over many 14nm orders to SMIC for production, and used 3D chip stacking technology to produce chips with 7nm performance.
When the Huawei Mate50 series was released, Yu Chengdong also said: Huawei's supply chain has been initially restored, and users who want to buy Huawei phones will be able to easily purchase it in the future. This also refers to Huawei's 3D chip stacking technology that basically meets Huawei's mid-to-high-end chip needs, and no longer needs to rely on TSMC's chip foundry.
is written at the end: With Huawei's continuous development, it no longer needs to rely on TSMC's chip foundry. Therefore, even though TSMC has obtained export exemption, many foreign media have said that Huawei no longer needs TSMC. What do you think about this?
