Recently, TSMC publicly revealed an exciting news, that is, TSMC has obtained a one-year export license from the US Department of Commerce, which means that the US and Canada’s shackles on TSMC will be released, and this global semiconductor manufacturing company is about to be free. After the news of
After the spread of the news, many people first thought of Huawei , because Huawei's current situation is all caused by TSMC's refusal to produce chips for Huawei. Now, TSMC's reopening of cooperation means that Huawei will also usher in a turning point.
can usher in the current result. Huawei is truly the "winner", but after three years of re-planning, can Huawei really go back? Then we need to analyze it from the following three aspects.
First of all, Huawei has given up the mid-to-low-end mobile phone market, and the Honor brand has also been separated. Even if TSMC is now willing to manufacture Kirin chip for Huawei, it is estimated that Huawei will carefully consider whether to start a new cooperation.
Kylin 5nm chip design work has stopped two years ago. At this time, if Huawei wants to catch up with Apple's A-series chips, Qualcomm Snapdragon and MediaTek Dimensity chips, it may need to reorganize a new R&D team and increase capital investment. This is not in line with Huawei's current deployment, because Huawei does not intend to focus most of its energy on the mobile phone business field in the future.
Secondly, although the United States granted TSMC a one-year export license this time, the purpose behind it is not known. Learning from its previous style of conduct may just be "leading the snake out of the hole", and this "snake" is likely to be TSMC or Huawei.
Currently, scholars have speculated that TSMC is likely to be "moved" to North America in the future. Now it is given TSMC export license permissions. The big reason is just to make it relax its vigilance and encourage TSMC to actively build factories in other places to facilitate the US to infiltrate its technology.
In addition, Huawei has not disclosed the progress of the research and development of Kirin chips in nearly two years. In this regard, the US has no confidence. In order to obtain this news, the US did not hesitate to let TSMC open up cooperation with Huawei, so that Huawei can disclose the news to TSMC, and the US will eventually obtain the news through TSMC.
Of course, after the US obtains the research and development progress of Huawei Kirin chip , it will eventually face two results. First, if the research and development progress of Kirin chips exceeds US expectations, TSMC will be restricted again in cooperation with Huawei, and Huawei will face a situation of being suppressed again. Second, if Huawei Kirin chips have stopped developing, TSMC will continue to obtain export licenses, and , Qualcomm, will continue to provide chip support to Huawei.
Finally, Huawei has long been determined to take the path of independent research and development in the core technology field, and even the Chinese Academy of Sciences is actively supporting Huawei's approach. TSMC was opened for export license at this time, which is likely to disrupt Huawei's deployment and plans. However, the painful lessons Huawei has experienced in the past three years will never be left behind because of the little sweetness given by TSMC this time. For Huawei now, TSMC can only be a springboard for the advancement of Kirin chips and will never become an indispensable supply chain.
After more than three years of hard work, TSMC finally opened up again. This can be regarded as Huawei's success, but Huawei really can't go back.
For my country's mobile phone industry, independent chip design and production must be the top priority. Even if giant companies like TSMC or ASML show goodwill to us, we will never forget the pain of being "stolen from supply".
In many people's minds, Huawei is the breakthrough for my country to break the foreign technology monopoly. But Huawei is not omnipotent, but it is absolutely impossible without Huawei. Therefore, we look forward to more domestic companies standing up and working together to develop core technologies, so that domestic technology can bloom and resound throughout the world.
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