A news over the weekend swept the news circle, and the US ban on Huawei has been escalated again. All technology companies that supply Huawei need to pass the approval of the US government before they can export. The deadline is 120 days later. Does that mean that Huawei wants to import chips and other devices from the United States in 120 days?
This is inevitable. The United States has spared no effort to suppress my country's high-tech companies. At least it can be seen from Huawei's emergency order of US$700 million in 5nm/7nm chips to TSMC that Huawei is indeed preparing for future conflicts. I don’t know how long it will last for a US$700 million chip, but it should start at least two years.
TSMC's 5nm chip has been mass-produced, and its main customers are Apple and Huawei. Huawei's Kirin 1000 and Apple's A14 are the most competitive chips of these two mobile phone giants, and 5nm is a key process node. Ensuring sufficient supply of 5nm can ensure the leading product in the next few years! The
7nm chip is still the main force in the market. Huawei's Kirin 995 and others are all 7nm processes, and the shipment volume of each model is quite large. Hoarding enough 7nm chips can also ensure Huawei's share in the mid- and low-end market.
The significance of hoarding these two chips is very obvious: the current international situation is very bad for us. The United States blindly suppresses my country's high-tech enterprises. It can be seen from the trade war that broke out last year that the United States does not allow other countries to threaten its status as a big power. It must stand at the top of the pyramid. For the United States, China is only suitable for the production of low-end raw materials markets. It can be seen from the remarks of some American media that in the 21st century, there are people who say that Chinese people are "untouchables", which shows this.
market has reacted particularly strongly to this incident. The replacement of domestic chips, originally led by , SMIC, , ushered in an opportunity. The National Big Fund has also officially added investment, striving to develop and produce chips belonging to our own country in a short period of time, breaking the foreign monopoly. But judging from the trend of technology stocks today, there is a long way to go.
hope that under the wave of globalization, Chinese technology companies can show the pioneering spirit of their predecessors and strive forward, rather than being helpless in the face of difficulties.
I hope Huawei can withstand this difficulty, the sword is sharpened, and the fragrance of plum blossoms comes from the bitter cold!
Come on Huawei!
