Recently, due to US sanctions, Huawei companies are facing a crisis. The advantages of US companies in semiconductors and software make it difficult for companies all over the world to completely get rid of US supply. For Huawei, although they have prepared 6-12 months of stocking on key components, Huawei has developed various chips for itself for a long time.
However, Huawei's problem is that they are fabless semiconductor companies, and there are two main problems on the chip, one is ARM authorization, and the other is ARM chip manufacturing. In terms of licensing, Huawei not only has its own Heisler Kirin, Kunpeng and other processors, but also has a permanent license for the ARMv8 architecture, which means that even if ARM does not provide instruction set authorization to Huawei in accordance with US requirements, It will not affect Huawei's own development of the ARMv8 processor, because Huawei can design independently after the permanent authorization, and is not affected by the outside world.
Compared with the command set authorization, Huawei's problem in chip manufacturing is more difficult. Because Huawei does not produce chips, it is entrusted to wafer foundries such as TSMC. In this regard, Huawei's 16nm, 12nm and 7nm chips are all If TSMC produces it, will TSMC stop supplying Huawei for the US ban?
On the day, TSMC officially issued an announcement on this matter. After preliminary evaluation, TSMC believes that it meets the export control regulations, so it will not stop the supply plan for Huawei. This means that TSMC will provide Huawei's foundry of Kirin 980 and improvements in the second half of the year. The Kirin 985 processor will not be affected.
However, TSMC's position is also very cautious, and it will continue to observe and evaluate the follow-up development, so this matter may change in the future.
In the global semiconductor manufacturing industry, the main masters of advanced technology are Intel, Samsung, TSMC, Globalfoundries, Groove, UMC, etc., among which Intel is not a foreign OEM, and has the ability to do 7nm OEM on Samsung and TSMC. Companies also rely on US technology and semiconductor equipment.
In order to completely solve the chip supply problem, we still have to rely on the domestic supply chain, but the most advanced foundry technology in China is 28nm. SMIC's 14nm and improved 12nm process technology can be used, but still During the customer introduction process in the early stage before mass production, even if the process is mass-produced, it cannot be compared with the current 7nm process.
Domestic semiconductor manufacturing is still a long way to go.