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Introduction: Huawei basically doesn’t need TSMC? Foreign media: Ren Zhengfei's "made" peace
Since Huawei 5G was born, the United States has set its sights on Huawei; you should know that in the field of mobile communications, US companies have been monopolized for many years, but unexpectedly, after entering the 5G network era, Huawei 5G broke its monopoly; with more than 3,200 5G core technology patents, Huawei has also become a leader in the international 5G field; seeing that it is impossible to bypass Huawei 5G, the United States has directly cracked down on and sanctioned Huawei, which has greatly affected the development of Huawei's company !
In addition to being suppressed in the 5G field, the United States has also modified chip rules many times, causing Qualcomm , Intel and TSMC and other companies to cut off ; after losing the chip supply, Huawei's smartphone business was almost halved; although Huawei owns HiSilicon Semiconductor and can design advanced 5nm chips, Huawei needs to rely on TSMC for foundry production in the field of chip production, so when TSMC stopped its cooperation with Huawei, Huawei's HiSilicon Kirin chip became a masterpiece!
After years of layout and research and development, Huawei's supply chain system has also been greatly improved; it is also worth mentioning that the US has recently issued a "temporary immunity", allowing TSMC, Qualcomm, Intel and other companies to obtain one year of exemption. They can also ship freely without applying for a shipment license, but now it is meaningless for Huawei; especially although TSMC has obtained the power to ship freely for one year, Huawei basically does not need TSMC now. What's going on?
Huawei was TSMC's second largest customer. Every year TSMC can obtain orders of more than 30 billion from Huawei. However, unexpectedly, after the ban issued by the US, TSMC stopped its cooperation with Huawei without even thinking about it, which also made Huawei recognize the true face of TSMC; so even if TSMC resumes supply now, it is not necessary for Huawei. After all, no one knows which day TSMC may stop cooperation again; of course, the most important thing is that in the past few years, Huawei has made extensive layouts and its supply chain has also been improved by domestic production! Many foreign media have expressed: Ren Zhengfei "fighted out" peace!
In order to solve the problem of "lack of chips and souls", Huawei Ren Zhengfei also directly stated: Huawei will pierce the sky upward, take root downward, and create a "peaceful" environment; soon Huawei released the Hongmeng operating system , and established the top ten legions, expanding in 5G, new energy vehicle and other fields; and after entering 2022, Huawei also released the mate50 series flagship mobile phones. On this mobile phone, not only Huawei's HiSilicon Kirin series chips, but also chips supplied by Qualcomm. In addition, Yu Chengdong also said that the real Huawei mobile phone will return!
Now Huawei has basically opened up the domestic chip supply chain, and Huawei has also developed chip stacking technology to utilize space and replace performance. Apple has also released chips with stacking process technology. The facts have proved that this technology is feasible. So as long as Huawei insists on research and development and improvement, it can also make products with market competitiveness; in addition, the CPU of Loongson Zhongke has also been adapted to Huawei Hongmeng. For Huawei, TSMC is basically not needed now. I wonder what you think about this?
