15.1 billion US dollars! TSMC or implementing new policies, how long will it take to freely supply Huawei?

TSMC is currently a chip company with the highest foundry chip technology in the world. Companies like Huawei and Apple have always provided mobile phone chips in the high-end field by TSMC. However, because of the relationship between 5G and the United States, Huawei and TSMC’s long-standing supply relationship has also become very tense, and it immediately stopped Huawei’s supply. Z1z

stopped the cooperative relationship. No one is good news for both parties. Ultimately, the U.S. approach is only to see who loses more seriously. After all, in this contest, there is no one taking advantage of it, and TSMC loses Huawei, a major customer. After that, it is also seeking new changes. Some time ago, TSMC announced that it would spend 15.1 billion US dollars, or will implement a new policy, then this new policy will help Huawei's free supply? How long will Huawei have to wait?

TSMC decided to spend 12 billion U.S. dollars to build a new factory in the United States in order to improve its own process. The ultimate goal of this approach is to use technology to return to the market. It is hoped that through this method, To allow the United States to approve TSMC's free supply application, but this is obviously not an easy task.

TSMC has come up with a wise countermeasure for this. It is to invest 15.1 billion US dollars in chip production equipment and factory construction, hoping to expand production capacity. After all, there is still a big customer like Apple, and the annual order is also very high. , And when TSMC’s production capacity is so saturated, it is relatively difficult to take time to improve the process.

Therefore, TSMC invested 15.1 billion US dollars to implement a new policy for system installation and preparation for next year’s investment in research and development, but the ultimate goal of all this is to prepare for free shipment, but from the current attitude of the United States Look, if Huawei wants to obtain high-tech chips, it must be used in the 5G field. However, the United States is unwilling to see such a situation, so it has been reluctant to let go. Therefore, in a short period of time, TSMC will provide free supplies to Huawei. There may still be no way to achieve it.

Some netizens also feel that if TSMC loses Huawei, Huawei’s competitiveness will drop a lot. Then other customers of TSMC will also lose a rival who is worthy of their heavy investment and will invest in the chip field in the future. Decrease, TSMC will also be affected to a certain extent, and it will also cause great obstacles to the improvement of TSMC's chip technology. This is a series of chain reactions.