Chip crisis solved! Huawei’s core hoarding action has already begun, and lithography R & D ushered in a turnaround

The most popular topic in the science and technology circle in 2020 is “Huawei incident”. On May 15 this year, the United States announced the upgrade sanctions against Huawei, which forced chip manufacturers including TSMC to announce the termination of cooperation with Huawei. Since then, Huawei has faced the risk of chip outage. < p > < p > since getting rid of the high-tech chips of the United States, Huawei has used Kirin chips, which are independently developed by Huawei, and have crushed most of its competitors in terms of performance. It is precisely because of this that Huawei mobile phones have remained high in sales and market share in recent years, which shows the importance of Kirin chips to Huawei mobile phones. < p > < p > a wave of 5g will be set off in 2020. With the release of 5g mobile phones of different brands and the overall deployment of 5g base stations around the world, the concept of 5g has become popular. < p > < p > it is precisely because of its outstanding performance that Huawei has attracted the focus of the United States. For a long time, the United States, as the world’s science and technology overlord, of course, is not willing to give up the first place, so it starts to do bad things and tries to block Huawei’s development from the aspects of supply chain and market. Not long ago, in an interview with an American reporter, trump openly said that he had personally persuaded European countries to ban Huawei’s 5g equipment. Recently, trump revealed that he had threatened the British Prime Minister to ban Huawei by “breaking diplomatic ties”. < / P > < p > now it seems that the UK’s attitude of strongly supporting Huawei 5g is not false, but the United States and the United Kingdom have established long-term cooperation in many fields. In the face of the threat of the US “breaking off diplomatic relations”, it is helpless to give up Huawei. < / P > < p > in recent years, China has ushered in high-speed development. Western countries led by Britain naturally want to carry the express train of China’s development. Therefore, in the era of peace, as long as each side is at peace, China’s development dividend will be popularized to European countries. However, the emergence of the United States has destroyed this harmonious picture. In fact, it is difficult to contain China only by the United States itself. Take Huawei for example. Since May 2018, the United States announced sanctions against Huawei. However, in the past two years, Huawei has been cutting through thorns and developing rapidly. However, the United States has already injected “anesthetics” into the enterprises of many developed countries. Once they are needed, trump will use these forces to intimidate and threaten, thus playing a role. In view of the above reasons, western countries finally succumbed to the influence of the United States. This has also led to Huawei’s 5g deployment in European countries. < / P > < p > because the process requirements of Huawei Kirin chips are mainly concentrated in 5nm and 7Nm, no third enterprise has the ability to manufacture chips except TSMC and Samsung. Samsung is Huawei’s strong enemy. Obviously, it is impossible to achieve cooperation, which leads to Huawei’s no way out. < / P > < p > as we all know, Kirin 1020 is the most advanced self-developed chip of Huawei. According to the information provided by TSMC, due to the limited capacity of 5nm process, it can only produce 8 million Kirin 1020 chips for Huawei. Recently, it has been reported that Huawei is “digging people” all over the country, recruiting talented teenagers with high salary, and launching the “Nanniwan project”. All these are preparations for Huawei’s independent chip production. However, the most complicated part of chip manufacturing is photolithography, and the lithography process must be supported by the lithography machine. As the global lithography machine is monopolized by ASMC in the Netherlands, and China cannot buy high-end lithography machines, Huawei’s first step is to break through the lithography technology. But this process is very difficult and rugged. Huawei must bear the humiliation to make a breakthrough in a shorter period of time. < p > < p > recently, Tim Jenks, CEO of neophotonics, Huawei’s largest supplier, said: Huawei has implemented a plan to create inventory of equipment and components in the past year and has achieved success. The move is intended to prevent the United States from restricting Huawei’s chip manufacturing, so Huawei is prepared in advance. < / P > < p > it is also reported that Huawei has purchased a large number of chips by the end of 2018. Although TSMC has decided to terminate the cooperation with Huawei, we do not have to worry about the shortage of Huawei chips. At the same time, Huawei said the company’s supply of spare parts was not tight, and neophotonics also said it would continue to provide Huawei with various components. < p > < p > we can conclude that Huawei’s core hoarding has already begun for nearly two years, so Huawei’s chip supply will not be out of stock in a short time, which is why Huawei dare to “go into the sea” to develop lithography machines alone. < / P > < p > in the face of every challenge, Huawei has never let consumers down, and Huawei’s strategic vision of taking precautions is bound to be on the commanding height of global technology. Continue ReadingASMC, a lithography maker, was one of TSMC’s 14 top suppliers last year