There are more and more reports on the subtle relationship between Huawei and the United States. I thought that after the US Department of Commerce showed signs of allowing Huawei to participate in its 5G construction not long ago, the relationship between the two would ease. Une

Currently there are more and more reports on the subtle relationship between Huawei and the United States. I thought that after the US Department of Commerce showed signs of allowing Huawei to participate in its 5G construction, the relationship between the two would be eased. Unexpectedly, the United States would become more intense . On the one hand, extended Huawei's temporary license for another 90 days, but on the other hand, it was upgrading chip control measures, and it was really doing everything.

is exempted and sanctions at the same time. The US only has hegemony in its heart. Although the US has extended Huawei's temporary license by 90 days, it also extended an executive order last year for one year. In addition, according to Reuters, the US Department of Commerce is changing an export rule to "strategically lock" Huawei's chip suppliers as long as the direct products of these suppliers use US software or technology. The changed rules of

appear to be more overbearing . Even if the chip is not developed and designed in the United States, as long as a third-party company wants to provide chips to Huawei or its subsidiary HiSilicon Semiconductor, it must obtain a license from the US government. If Huawei wants to continue to obtain certain chips or related semiconductor designs using US software or technology, it also needs to obtain a license from the US Department of Commerce.

At the same time, TSMC, the world's largest chip foundry company, announced on Friday that it would spend $12 billion to build a chip factory in Arizona to produce chip with a 5nm process. Previously, TSMC executives said that if they build factories in the United States, it would be because of consumers rather than the US government. In addition, they also said that they would leave advanced processes such as 5nm and 3nm in Taiwan local . Now it seems that TSMC's action can be called Quick slap in the face.

In this way, The US side has more reason to attack the local TSMC factory, and sanctions will become easier, because TSMC uses core US equipment and produces advanced technology chips in its local area. If you want to provide chips to Huawei, it may depend on the US side's face, which is a step further for Huawei.

Although Huawei has already made arrangements, high-end products may be strangled to the throat

can make a country hate it so much. It can be seen that Huawei's influence in the world has become increasingly greater, so no one will give up the opportunity to cooperate with Huawei, but sometimes the choices are forced. If TSMC lacks customers like Huawei, it will definitely suffer huge losses, whether in terms of corporate image or business revenue. The same American company, Google, will also suffer losses after breaking up with Huawei. Huawei has long understood that the core technology of is the hard condition for establishing a business , so Huawei has already made a plan.

First of all, it set up its own portal on chip , getting rid of its dependence on US companies and Qualcomm. Secondly, Huawei did not put all the eggs in the same basket when choosing partners such as screen and chip foundry . Although there were mixed screens and "lottery", users should also understand that since they have chosen, they must accept the advantages and disadvantages of this brand at the same time. cut off some TSMC orders from this year's chip foundry partners to SMIC. While supporting the domestic supply chain, it reduced its own risks. In comparison, although SMIC's production capacity is inferior to TSMC, it is higher in core technology than TSMC's domestic production level, so the US can only upgrade the limit to the level of production equipment.

Overseas Huawei's latest 5G products performed poorly due to the lack of GMS. The new regulations only allow wafer substrates that have been produced and shipped to Huawei within 120 days from the 15th. The chips need to be put into production before the 15th, otherwise they will not be qualified for production. According to the revelation of the well-known blogger mobile chip expert , Huawei learned the news in advance that HiSilicon urgently invested a wafer order of US$700 million (about RMB 5 billion). However, before it was put into production, the US side quickly announced a new restriction rule. If TSMC lost its foundry, it means that the development of Huawei's domestic high-end products will also be hindered.

SMIC's 4nm is feasible, but its current capabilities are still at a relatively backward stage. The only achievement in mobile phone chips is Huawei's 1, Kirin 710a equipped with a thousand-yuan phone, , so it still has to face a situation where the mid-to-high-end is not possible in a short period of time.

sanctions Qualcomm, tit for tooth, restrict Apple, eye for eye?

If you start from the source of mobile phones like the United States and cuts off Qualcomm's chip output to China, then the sanctions may be not only Qualcomm itself. Domestic mobile phone brands other than Huawei will also be affected. Although Huawei can develop its own chips, it still needs to rely on foundry company to help it produce. When the partner TSMC is under pressure from the United States and cannot continue to supply Huawei chip orders, it can be seen that even if there is a self-developed chip, it cannot be spared.

​ So what about sanctions on Apple? As we all know, Apple's largest OEM factory in China, Foxconn provides jobs for millions of people in my country. Even if sanctions are imposed, it cannot hold its throat, because the assembly industry chain at Foxconn does not involve its core technology at all, so this behavior is tantamount to the behavior of " kills one thousand enemies and damages eight hundred ".

my country will definitely fight back. Bullying Chinese companies will not work. If it doesn’t work now, it will never be possible in the future. American technology companies still occupy a large proportion of the market in China. Some people will definitely think of sanctions on leading mobile phone manufacturing companies such as Apple and Qualcomm. is not sanctions, but the method is worth our consideration.

According to the Global Times, if the US really implements the above plan, China will also launch a strong counterattack and adopt the same method to include relevant US companies in China's "unreliable entity list" . restricts or investigates Qualcomm, Cisco, Apple and other companies in accordance with the "Cybersecurity Review Measures" and "Anti-Monopoly Law" and other laws and regulations, and suspends the procurement of Boeing aircraft and other .

Don’t forget that behind Huawei, there is a strong motherland. However, on the one hand, we must be prepared for a protracted war, and on the other hand, we must strengthen support for the domestic supply chain. ’s support at SMIC has reached tens of billions of this time, so the next important task is to constantly seek breakthroughs in core equipment, especially chip production equipment and related technologies, . At the same time, we also hope that SMIC, which is highly anticipated, can reach a new level and Huawei can turn crisis into opportunity as soon as possible.