TSMC is the world’s largest chip foundry company, accounting for more than half of the global chip foundry market. It also has the world’s most advanced chip manufacturing process. It has now put into production the most advanced 5nm process, and is using the 5nm process for Apple, Qualcomm and Huawei HiSilicon make chips.
Huawei HiSilicon is the most technologically advanced chip company in China. The mobile phone chips it develops represent the most advanced technology level in China. At present, Huawei HiSilicon has been involved in various chip industries such as mobile phone chips, server chips, and TV chips, and has become a global chip designer. Top ten companies.
TSMC and Huawei HiSilicon have cooperated deeply for many years. Since the early 16nm process, the two sides have cooperated to develop advanced processes. The 16nm process developed by TSMC at that time did not perform well, and Huawei HiSilicon was one of the only two customers. , it can be seen that Huawei has made great contributions to the development of advanced technology by TSMC.
At present, Huawei HiSilicon is TSMC’s second largest customer, and its revenue contribution to TSMC is second only to Apple. It is precisely because of the importance of Huawei HiSilicon to TSMC that TSMC has always emphasized its strong support for Huawei. Last year, the United States banned TSMC from using advanced processes with more than 10% of U.S. patents to manufacture Huawei HiSilicon. TSMC strongly stated that its 7nm technology If the proportion of patents from the United States is less than 10%, it can continue to be OEM for Huawei.
However, in the middle of this year, the United States once again stepped up its efforts to restrict Huawei, emphasizing that as long as it adopts American technology, it cannot OEM for Huawei HiSilicon, which is undoubtedly a major blow to Huawei HiSilicon. In the face of huge pressure from the United States, TSMC has now officially submitted an application to the United States to continue to work for Huawei, which undoubtedly highlights its strong support for Huawei HiSilicon.
Of course, TSMC also said that it is ready. Once it can no longer continue to work for Huawei HiSilicon, chip companies such as Apple and Qualcomm will also be able to quickly fill the vacancy of Huawei HiSilicon, and its revenue will not be affected. Advanced craftsmanship has strong confidence.