SMIC responded positively “can we continue to produce chips for Huawei”

On August 7, Yu Chengdong, CEO of Huawei’s consumer business, first disclosed to the outside world the dilemma Huawei was facing. “Because of the second round of chip sanctions this year, Huawei has no way to produce chips. We have been out of stock recently and it’s very difficult < / P > < p > on August 10, an investor asked SMIC in Shanghai Stock Exchange e whether it could continue to produce Huawei Hisilicon 14nm chips after the US ban buffer period? In response, the company said that it faces diversified customers at home and abroad, and must respect the laws of the place of operation and operate in accordance with the law. < / P > < p > in response to SMIC’s reply, some investors said bluntly: “for a Chinese enterprise, its customers are basically the Chinese market, but you abide by the unreasonable rules of the United States. If you follow the unreasonable rules of the United States like TSMC and become TSMC, why do you want to buy your shares?” On July 16, SMIC officially landed on the science and technology innovation board. As of August 11, the value of its a stock market was at $568.3 billion and that of Hong Kong stock market was HK $206 billion. According to the prospectus, SMIC is one of the world’s leading manufacturers of integrated circuit wafers. It mainly provides customers with various technology nodes from 0.35 μ m to 14 nm, and various process platforms, as well as supporting services. < / P > < p > according to counterpoint data, in 2019, Qualcomm and MediaTek ranked first and second in the world in terms of share of 33.4% and 24.6%, respectively. Purple light zhanrui started late, and its share can be ignored. Huawei has only two options for outsourcing chips: Qualcomm or MediaTek. < p > < p > after the first round of sanctions in 2019, Qualcomm stopped supplying chips to China. At the same time, as the patent dispute between Huawei and Qualcomm has not been resolved for many years, the two sides have not made any substantial progress in chip supply. Not long ago, things turned around. At the conference call on the Q3 financial report in 2020, CEO Steve molenkov revealed that the company and Huawei have reached a total of $1.8 billion patent settlement. Many people in the industry believe that Huawei aims to pave the way for the outsourcing of Qualcomm chips through the patent settlement with Qualcomm. The situation of < / P > < p > is also developing as expected. On August 9, several foreign media, including Bloomberg, reported that Qualcomm was lobbying the U.S. government to allow it to sell chips to China. Otherwise, the current restrictions will bring market orders worth up to 8 billion US dollars to the direct competitors of Qualcomm, such as MediaTek and Samsung. Straight screen S20! Samsung Galaxy S20 Fe exposure: 1Hz high brush + snapdragon 865