Behind the scenes “chip” big winner appears! Whether Huawei’s chips are banned or not, can it make a profit?

In this ban, Huawei is completely prohibited from obtaining U.S. technical support through any channel, because the United States announced that all non-U.S. manufacturers that use U.S. technology or semiconductor production equipment must obtain the U.S. license before cooperating with Huawei.

is undoubtedly blocking all the channels for HUAWEI to produce chips, because both the TCO, or the chip foundries in mainland China, has been involved in American technology in its industrial chain. For this reason, Yu Chengdong, CEO of Huawei’s consumer business, said that Kirin 9000 will become the last product in Kirin’s high-end chip series at the 2020 summit of China’s 100 people’s Conference on information technology held on August 7. < / P > < p > just as the outside world is grieving for the development dilemma of Kirin chip and the balance of global semiconductor industry chain is on the verge of breaking, the “chip” big winner behind the chip crisis appears. In the early days, the outside world believed that the big winner would be MediaTek, because after the outbreak of Huawei’s chip crisis, in addition to stepping up the sending of 5nm chip manufacturing orders to TSMC, it was more likely to enrich its chip reserve by sending chip purchase requirements to MediaTek. According to the information of a period of time ago, Huawei seems to have sent 120 million chips to MediaTek Purchase requirements of middle and high end mobile chips. The release of this news is also pushing up the share price of Lianfa, so in any case, it seems that MediaTek has benefited from the US crackdown on Huawei chips. < / P > < p > however, compared with MediaTek, there is a more magical big winner. No matter whether Huawei chips are banned or not, it can make profits. < / P > < p > first of all, if the United States does not issue a chip ban on Huawei, then Huawei will continue to cooperate with TSMC to build Kirin chips with 5nm process. < / P > < p > secondly, now that the United States has issued a chip ban on Huawei, although Huawei may not be able to continue to add 5nm chip orders to TSMC, at first glance, this seems to be a great loss. After all, Huawei is the second largest chip buyer of TSMC after Apple, and the revenue generated for TSMC is very large. However, with the appearance of Huawei’s ban at this stage, Huawei has begun to increase the chip procurement of MediaTek, so MediaTek is also constantly adding orders to TSMC, which undoubtedly stimulates the revenue growth of TSMC. < / P > < p > in addition, even if Huawei chooses to purchase high-end chips from Qualcomm in the later stage, the final winner will still be TSMC. At this stage, only TSMC can complete the mass production of 5nm process chips, so there is no significant impact on TSMC. < / P > < p > and that’s why, after the US chip ban was issued, TSMC Chairman Liu Deyin announced that TSMC has the ability to deal with the relevant crisis. In the final analysis, TSMC can ignore the chip crisis in the United States. Basically, TSMC is the only one in the world in technology. Therefore, no matter what the final result is, it will not have a great impact on TSMC. < p > < p > this is very similar to ASML in the Netherlands. Although restricted by the United States, it is unable to export high-precision lithography machines to SMIC, but ASML has never worried that the extra lithography machines can not be sold, because there is only ASML in high-precision lithography. New product launch