According to Taiwan Economic Daily, supply chain news, Huawei has added a large order of up to 700 million US dollars to TSMC, products covering 5 nanometers and 7 nanometer chips, will directly accelerate the production of Kirin 1100 chips.This is also a response to the previous US ban.On May 15, the Bureau of Industry and Security of the US Department of Commerce announced a plan to restrict Huawei, saying that companies that manufacture chips for Huawei outside the United States need to apply for a license as long as they use US semiconductor production equipment.In addition, the Temporary General License (TGL) for Huawei and its related companies (such as HiSilicon) on the “Entity List” will be extended by 90 days.This rule also allows chips to be produced before the rules are promulgated and shipped to Huawei within 120 days, otherwise export will be prohibited.TSMC is the largest foundry of Huawei chips. The United States is trying to cut off Huawei’s global chip supply from chip production.This time Huawei’s additional order is also using the last time window to quickly stock up.Judging from the list of customers announced by TSMC, TSMC only produces 5nm chips for Huawei HiSilicon and Apple this year. Apple has A14 and A14X processors, and Huawei HiSilicon is Kirin 1000 and network processors.The original Huawei Kirin 1000 series processors were planned to be mass-produced in the second half of the year, and the first machine is likely to be the Huawei mate40 series.But it is not yet clear whether TSMC has enough capacity to respond to these large orders within 120 days.On May 17, a TSMC spokesperson stated that he would not comment on individual customer orders and could not comment on customer orders.Last year’s turmoil instead promoted Huawei’s domestic market share. The latest data from the China Academy of Information Technology showed that Huawei’s share soared from 35.5% to 42.6% in April.With the chip demand brought by its own business growth and the sanctions imposed by the United States last year, about 90% of Huawei’s mobile phones have already used chips produced by HiSilicon, but TSMC is mainly responsible for chip production.TSMC has a more advanced production line for 7nm process standard chips, and the 5nm process standard production line will also be mass-produced in the second half of the year.In terms of production capacity, not long ago, TSMC also announced that it will spend $ 12 billion in the next 9 years to build a 5 nm fab in the United States.According to the data from Jibang Consulting, in the first quarter of 2020, TSMC’s market share in global wafer foundry revenue was 54.1%.In addition to additional orders, Huawei is also preparing for both hands.Prior to this, Huawei had already handed over some chip orders to SMIC, a pure wafer foundry in the mainland.However, SMIC is still mass producing 14nm chips, which is far from enough for high-priced flagship machines.SMIC has also previously stated that it is preparing for A-share listing, raising funds to impact a higher process, and that it will produce 7nm chips next year.In addition, according to the Nikkei Asian Review, Huawei has also started to design mobile phone and automotive related chips with European chip maker STMicroelectronics (STMicro) last year.According to the latest news, TSMC said it has stopped accepting Huawei’s new orders.
At the forefront 丨 Huawei added US $ 700 million order to TSMC to speed up production of Kirin 1100 chips
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