Huawei was cut off: TSMC accelerated chip manufacturing; MediaTek applied for supply; Meguiar suffered heavy losses

The issue of Huawei chips is the most concerned issue in the industry and the most talked about on the Internet at present. The reason is that many supply chain enterprises, including Google, TSMC, MediaTek, micron and SMIC, are unable to provide software or hardware services to Huawei due to the constraints of the United States. This also directly leads to Huawei’s failure in the smart phone business, 5g communication business, 3G communication business, etc The chip manufacturing business and other aspects are limited. If this problem can not be solved on September 14, Huawei’s such business will encounter various obstacles in the future. What is the current situation of related enterprises? On July 16, TSMC held an investor meeting. Liu Deyin, chairman of TSMC, said that from May 15, TSMC would not accept new orders from Huawei. If the status quo remains unchanged, TSMC would not be able to continue to supply chips to China after the grace period of 120 days, that is, after September 14. < / P > < p > in fact, since the upgrading of the U.S. program on May 15, TSMC has actively lobbied Qualcomm, Intel and other enterprises to make way for Huawei’s chip production line, and comprehensively accelerated the production of 5nm Kirin chips for Huawei. At the same time, TSMC also lobbied the White House, but it failed in the end. Recently, TSMC officially announced the latest progress of 4nm, 3nm and 2nm processes, among which 3nm is expected to be put into trial production in 2021 and finally put into mass production in 2022. At the same time, TSMC announced that its first 3 nm process customer was graphcore, not Huawei and apple. < / P > < p > as the US ban on Huawei will come into effect on September 15, MediaTek confirmed on September 28 that it has applied to the US side according to the regulations, striving to continue to ship goods to Huawei after September 15. At the same time, MediaTek responded to the domestic science and technology media fast technology that MediaTek reiterated its position of abiding by the relevant laws and regulations on Global trade, and has now submitted an application to the US side in accordance with the regulations, waiting for the US side to review. Another source said Huawei has ordered 120 million chips from MediaTek, and seven of the mobile phones released this year have all used MediaTek chips. < / P > < p > according to the previous news of the well-known blogger, the revenue of MediaTek in June 2020 increased by 20.99% compared with the same period in 2019, and the revenue in June hit a record high in more than three years. In addition to the previous partners, many of Huawei’s new machines equipped with Tianji chips may be the main reason for the record high revenue of MediaTek. Therefore, MediaTek does not want to lose Huawei as a big customer. < / P > < p > recently, at the BMO global technology conference, senior executives of micron, the most important memory and flash chip manufacturer in the United States, responded to the cooperation with Huawei, saying that the company will not be able to continue to supply Huawei after September 14. Considering that the chips purchased by Huawei accounted for at most 13% of Meguiar’s revenue before, it has recently dropped to 10%, which means that once the supply is cut off, the revenue of $2 billion will be gone. < / P > < p > at present, Meguiar ranks the third in the world in terms of memory share and the fifth in terms of flash chips, with revenue of $23.4 billion in fiscal year 2019. As flash memory and memory prices fell this year, Meguiar’s revenue was about $20 billion in the fiscal year 2020 to the end of May. As for the final development, the policy after September 15 is not clear. After the first ban last year, micron, Intel and other companies have successfully obtained the license to continue to sell. < / P > < p > to be honest, Huawei has consciously cultivated the domestic supply chain when it is successful, but the industrial accumulation of the United States, Europe and Japan in the past century is really not what the domestic technology industry chain can catch up with in decades. In fact, the so-called Plan B and spare tire plan basically rely on the core technology of Europe, America and Japan. At present, the level of science and technology in China still has a long way to go. Baidu continues to work on quantum computing to lay a solid foundation for new infrastructure construction