Source: Taiwan Economic Daily
The U.S. government has made a continuous recruitment for Huawei's development of 5G business, and the reduction of technological ratio is a major focus.The Wall Street Journal quotes information about well -known people. The US government will plan to plan foreign direct product regulations, restricting foreign companies to use American technology for any commodity, and directly cut off Huawei's chip supply sources from the source chip.
The analysis of this specified semiconductor personnel analyzes that if the United States cuts off TSMC to produce chips for Huawei's Hisilicon foundry under this regulation, it does affect TSMC operations, but this is also equivalent to cutting off the rapid growth of American companies to enter the rapid semiconductor market of mainland China.Earlier in the United States, in the national security reasons, Huawei was included in the list of control exports, impacted the operation of key equipment and chip factories such as American businessmen, research and development, Micron, and even Intel.The impact made Huawei alert to develop 5G related components and accelerate the pace of independent technology research and development.
The U.S. Department of Commerce will come up with the rules of foreign direct product rules. The purpose is very clear, that is, Huawei does not want Huawei to get any chip with American technology to delay Huawei 5G development.
TSMC has been leading the world in recent years. Advanced processes below 7 nanometers have been crowded by Apple, Ultra -micro, MediaTek, Qualcomm, Sailing, Hisilicon, etc. Some chip factories have also been forced to turn to Samsung.However, for TSMC, Hisilicon, a subsidiary of Huawei, is currently the second largest customer. Hisilicon ’s accounting for 20 % of TSMC has reached 20 %. If it is no longer a foundry for Hisilicon, it will inevitably have a certain impact.
The analysis of TSMC's supply chain, this amendment is still in the drafting stage, and the case has not yet been finalized. In the process of the amendments of the bill, it is expected that American companies, including materials in response to materials, Corolin R & D, and Meiguang, will fully convince the U.S. government.Administrative measures such as entry and export lists are fast. During this period, TSMC regards the progress of the bill to revise the progress, and timely transfer to Hisilicon's production capacity to other large customers who grab production capabilities to reduce the sound of TSMC movies.
However, the United States' actions should allow Huawei to focus on new strategies, including accelerating the use of local manufacturing in the mainland or trying to exclude key semiconductor equipment and components in the United States.If some manufacturers undertake this heavy task, they will create another business opportunity, and even TSMC may tailor another foundry system for Huawei.Essence
