As the US continues to modify chip rules, more and more companies cannot achieve free shipment, and more and more Chinese high-tech companies are included in the restricted list.
However, what people did not expect was that international industry giants such as Intel , Samsung , and TSMC have obtained a one-year exemption. That is to say, in the next year, their factories in the mainland can continue to introduce semiconductor -related equipment. It is OK to expand production capacity and upgrade process processes.
Although TSMC has obtained the right to ship freely for one year, it has no meaning for Huawei , because Huawei no longer needs TSMC.
You should know that since Huawei was cut off from supply, "short of core and soul" has put Huawei on the verge of life and death. However, Huawei did not admit defeat, but chose to increase R&D investment in the chip field and cooperate with relevant domestic companies. At present, breakthrough progress has been made in all aspects.
After TSMC was unable to produce chips for Huawei, it directly led to a cliff-like decline in Huawei's mobile business, and even sold the Honor series to alleviate the chip shortage problem. Its revenue also dropped from 800 billion yuan to 600 billion yuan, directly evaporating 200 billion yuan.
But with Huawei's forging ahead, the new Mate 50 series was launched in mobile phones this year. Although there is no self-developed Kirin chip , nor does it have 5G chip, the Huawei Mate 50 series is still very popular among consumers, and the first 4 million units in stock were sold out on the day of pre-sale. Compared to the issue price breaking the issue the day after Apple 14 was launched, Huawei's new phone won again.
You should know that Ren Zhengfei never fights unprepared "wars" and is full of confidence in everything you do. When Huawei is constantly being suppressed, Ren Zhengfei said: We must break through the sky and take root to the ground, not be afraid of any difficulties, and create a peaceful environment for thirty years.
Facts have proved that Huawei is just as Ren Zhengfei said, Huawei has taken root in the automotive field and its achievements are obvious to all. The Wenjie series of automobiles have achieved sales of over 10,000 for two consecutive months. This also verifies what Yu Chengdong said, Huawei will not enter a field, once it enters, it will definitely be the first.
Faced with the problem of "lack of core and lack of soul", Huawei established the top ten legions and adopted flexible tactics to make Huawei have food in its hands and not panic. Relevant data shows that Huawei is the fastest in global operator growth, and it is already the world's leading player in the 5G business field.
Because TSMC cannot provide foundry services for Huawei, Huawei Kirin chip has become a "masterpiece". However, in the face of this situation, Huawei did not surrender to the Western hegemony , but instead launched the "Nanniwan Plan". The chip was cut off and it made it itself.
After two years of "Nanniwan" layout, Huawei has basically opened up the domestic chip supply chain. Huawei has developed chip stacking technology and used area to exchange performance. It has been basically optimized and is expected to be officially released in 2023.
In addition, Huawei cooperates with domestic chip manufacturers to build a domestic chip industry chain. Yu Chengdong once publicly stated that it will not take long to fully "de-beautify" chip industry chain in our country.
In addition, at the Huawei Mate 50 press conference, Yu Chengdong said that the real Huawei 5G mobile phone will return to the king. Relevant news revealed that Huawei Kirin chips will return to the track next year, and Huawei will definitely stand on the throne of high-end mobile phones again.
It is worth noting that Shanghai has officially announced that the domestic lithography machine has exceeded 90nm. Huawei's Hongmeng system has been adapted to the "national team" Loongson Zhongke CPU, and SMIC has also achieved mass production of 14nm chips. Huawei's good news comes one after another.
Huawei's purpose has always been R&D first. After the chip rules were constantly modified, Ren Zhengfei expressed his intention to fully support Hisi to make breakthroughs, break the blockade, and speak within the company, making everyone nervous and passing the cold to everyone.
's current layout and breakthroughs made by Huawei show that even if TSMC can ship freely, Huawei basically no longer needs it.
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