- Tram Ho
Just days after the U.S. Commerce Department tightened technology export regulations to restrict chip supplies to Huawei Technologies, its first consequences were clear. Nikkei sources say TSMC, the world's largest chipmaker, has stopped accepting Chinese chip orders for new chips.
A person close to the matter said, " TSMC has stopped accepting new orders from Huawei after the change of regulations was announced to ensure full compliance with the latest export control regulations. products in production or orders received by TSMC before the new ban remain unaffected and may continue to be implemented if those chips are shipped before mid-September . "
Last Friday, the Commerce Department said non-US chip makers but using U.S. chip equipment, intellectual property or chip design software would need to apply for a license before shipping. chip factory to Huawei.
Another Nikkei source said: " This is a difficult decision for TSMC when Huawei is their second largest customer, but the chip manufacturer must comply with US regulations ."
Although Huawei's subsidiary, HiSilicon Technologies, is capable of designing semiconductor chips by itself, the manufacturing and processing of these chips is largely dependent on TSMC, especially the processors that are made in progress. Latest 7nm process.
As a result, new restrictions on US export regulations have tied Huawei's limbs, as most chipmakers around the world are using US equipment or software.
All chip-making partners for Huawei are affected by the new rule, including TSMC, SMIC, China's largest chipmaker today, as well as Win Semiconductors, a manufacturer of countless frequency chips. gland. Besides TSMC, Win Semiconductors is also a very important partner for Huawei as its components are used to replace US suppliers such as Skyworks and Qorvo.
In the current context, SMIC may be Huawei's last hope to make chips for itself because the largest Chinese chipmaker is very favored by the Chinese government. However, SMIC currently only makes chips at 14nm and is still lagging behind in developing its 7nm process.
See the Nikkei Asian Review
Source : Genk