Huawei faces a double blow, semiconductor association makes a sound, and TSMC also ushers in bad news

As we all know, Huawei’s development in 5g technology last year pushed Huawei to the forefront of the technology industry. As the first enterprise to break through 5g technology, the attitude of the United States towards Huawei is quite strong but helpless. < / P > < p > on the one hand, Huawei’s development in the communication industry represents China’s leading position in the communication industry, breaking the technology monopoly of the United States, so trump is also very anxious and has taken a series of restrictive measures against Huawei. On the other hand, the U.S. crackdown on Huawei’s communication technology has not played a big role in Huawei, so it is helpless. < / P > < p > after that, the United States began to change its direction and take a more forceful attack on trump, that is, the attack on chips. As we are relatively weak in the semiconductor industry, both chip manufacturing and chip production are a very weak link, so trump is aiming at this point, which makes Huawei unable to produce the chips even though it can design the chips of sais Qilin, and thus fall into the situation of “hard to use with chips”. < / P > < p > in particular, recently, the United States once again revised the rules, once again included more than 30 Huawei enterprises in the “blacklist”. At the same time, it also led to the fact that Huawei had to rely on people’s “face” to buy chips, so Huawei’s situation is even worse. From the current situation, whether it is TSMC, SMIC or MediaTek, Huawei is hard to count on at present. From self research to purchase, Huawei is facing a double blow. From Yu Chengdong’s attitude at the conference at that time, it is not difficult to see Huawei’s difficulty this time. < / P > < p > the change of this rule is quite shocking news in the whole semiconductor industry. Semiconductor is a relatively complete global technology industry, in fact, every country has a certain technical contribution and cooperation supply. Huawei, as one of the major customers in the semiconductor industry, Trump’s restriction measures undoubtedly reduce the revenue of the whole semiconductor industry. < / P > < p > therefore, the relevant departments of semiconductor in the United States also gave their own views on the revision of the rules, and said that such a move would bring harm to the industry. It not only affects the development of the industry, but also affects the revenue of American enterprises. So it’s not hard to see that in fact, not many people agree with Trump’s move. < / P > < p > before that, Qualcomm and Huawei had reached a patent licensing cooperation. Huawei had just paid $1.8 billion to Qualcomm, and Qualcomm also submitted an application to provide Huawei with chips. But now the cooperation between the two sides is even more difficult. After all, MediaTek is within the limits, and so is Qualcomm. At the same time, this is undoubtedly bad news for TSMC. Previously, Liu Deyin said that he planned to set up Huawei’s Hisilicon chip as a “generic product” through other methods, so as to supply Huawei with normal products. However, the modification of the rules now makes this method difficult to achieve. You should know that Huawei contributed 10 billion revenue to TSMC last year, but now the cooperation between the two sides has fallen into a situation that can not be recovered in a short time, so TSMC also shows that it will have no choice but to lose 10 billion revenue every year in the future. < / P > < p > the frequent suppression of Huawei makes Huawei’s situation more difficult. The main reason for this is China’s weakness in the semiconductor industry. Therefore, domestic enterprises should learn from this lesson and take advantage of this time to vigorously develop the semiconductor industry. Only in this way can they have a chance to get rid of this situation in the future, and Huawei can get out of this situation. Older posts →