Huawei chip’s turning point! TSMC and ASML have successively expressed their opinions, never thinking that everything would come so fast

After many rounds of science and technology game between Huawei and the United States, Huawei has finally been “choked” by the United States in the field of chip manufacturing. Chip manufacturing is not a breakthrough in a short period of time, because it involves many cutting-edge core technologies. Of course, it also needs the most critical core equipment photolithography for the domestic semiconductor industry! It’s not polite to say that domestic semiconductor industry can take a big step forward, mainly in lithography. However, due to the obstruction of the US government, ASML, a lithography supplier, has been unable to deliver EUV lithography machines to China, and TSMC cannot continue to provide OEM services. But will TSMC and ASML after the loss of Huawei really not be affected? It can be said that TSMC has the most advanced process technology in the world, while ASML in Holland is the most advanced EUV EUV lithography machine in the world. The strength of these two giants is obvious to all. TSMC has snatched more than half of the world’s chip orders, and achieved a breakthrough in mass production of 5nm process technology. ASML has always been a breakthrough in the field of lithography Broken. However, although TSMC and ASML are technology giants with strong technical strength in the industry, they also need to survive and even more need the market. In the face of a series of changes in the Chinese market recently, the pressure on these two giants has increased sharply. It can be said that the negative effects of the US technological bullying on China are emerging. I never thought that all this would come so fast ! According to foreign media reports, due to the loss of Huawei, TSMC will lose more than $30 billion a year, and its future investment in next-generation R & D will be greatly reduced. Meanwhile, the U.S. Qualcomm snapdragon 4 and some 875 series did not choose TSMC for OEM, which directly caused TSMC to lose at least $800 million, but let Korea Samsung has won a lot of chip orders. ASML is also not immune. The crackdown on Huawei has led to a sharp increase in the inventory of us chip companies, which indirectly leads to a decrease in demand for ASML lithography machines. The pressure faced by TSMC and ASML can be seen from it! In the face of these pressures, TSMC and ASML are not willing to see them. Therefore, the president of TSMC stated that TSMC must work together with customers in the future development, which is also the commercial value of TSMC. At the same time, TSMC believes that only by completing the products of customers can TSMC obtain more orders and cooperation. ASML in the Netherlands also said that ASML would speed up the distribution of ASML in the Chinese market. The implication is that ASML does not want to give up the Chinese market, which has sent a very positive signal to the outside world. Maybe ASML will even take a key step in the field of high-end lithography. < p > < p > If ASML can really take a step in the field of high-end lithography machine, it can be said that it is a great turning point for Huawei chips, and Huawei Kirin chips, which have been banned from production by the United States, may come back again. < / P > < p > however, although TSMC and ASML’s statements are favorable, we can’t put all our hopes on them. After all, the core technology still needs to be mastered by ourselves, so the greater challenge for Huawei is still ahead! 865 optimization is different? These mobile phones should teach you a lesson!