HUAWEI PLACES A $700 MILLION ORDER WITH TSMC TO PRODUCE 5/7NM CHIPS

[Daniel808]

HUAWEINEWS
HUAWEI PLACES A $700 MILLION ORDER WITH TSMC TO PRODUCE 5/7NM CHIPS
EFE UDINMAY 18, 2020
‌‌‌‌‌‌
According to Taiwan’s “Economic Daily” report, Chinese manufacturing giant, Huawei, has placed a huge order of up to $700 million with TSMC to manufacture 5nm and 7nm chips. With this order, TSMC is already working in full capacity and may not be taking any more unreserved orders. A few days ago, the US Department of Commerce announced that it will extend Huawei’s temporary license for another 90 days. With this announcement, Huawei has a temporary license until August 13, 2020.

‌

However, there was also an announcement that seeks to further hurt Huawei. The announcement says that ALL companies using US chip manufacturing equipment/technology will have to obtain US licenses before supplying certain chips to subsidiaries such as Huawei or HiSilicon. This means that foundries like TSMC may not be able to supply chips to Huawei. However, all pre-existing orders and new orders must be completed within the next 120 days.

‌
For TSMC, it must increase its production capacity in order to meet the huge urgent order demand of customers. According to sources, the 5nm manufacturing process is for Huawei’s next-generation flagship Kirin 1020 chip. However, the 7nm version will be for its 5G baseband chips.

A few days ago, TSMC announced that it will build a foundry in Arizona, USA. According to TSMC’s schedule, the U.S. chip factory will start construction in 2021. However, it hopes to commence production in 2024. TSMC’s total expenditures on this project (including capital expenditures) is approximately $ 12 billion between 2021 and 2029.

According to reports, the Arizona plant will use TSMC’s 5nm technology for semiconductor wafer manufacturing. The foundry will have a 20,000 semiconductor wafers production capacity monthly thus directly creating more than 1,600 high-tech professional positions. It will also create thousands of jobs in the semiconductor ecosystem in the U.S.

TSMC claims that this investment has no political “considerations”. For the Taiwanese chipmaker, while the US government is seeking development, TSMC “sees opportunities”.

https://www.gizchina.com/2020/05/18...n-order-with-tsmc-to-produce-5-7nm-chips/amp/

 

[Daniel808]

Huawei to stockpile more semiconductor chips as US tightens restriction
Source:Global Times Published: 2020/5/18 16:58:40

File photo: An exhibitor demonstrates a flash memory system developed by Huawei at the China International Big Data Industry Expo 2019 in Guiyang, southwest China's Guizhou Province, May 26, 2019. Photo: Xinhua



Chinese technology giant Huawei is likely to stockpile more semiconductor chips during the 120-day grace period following the US government's intensified restrictions to cut off supplies, industry insiders said.

They added that global chip makers, including the Taiwan Semiconductor Manufacturing Co (TSMC), will likely skew their production ability toward supplying Huawei during the grace period .

Taiwan media reported on Monday that TSMC, the world's biggest contract chipmaker and also a key Huawei supplier, received a large chip order worth $700 million from Huawei, in which TSMC will produce high-end 5nm and 7nm chips.

A senior industry analyst familiar with the chip supply chain confirmed the news to the Global Times, noting that the Huawei order was made last week, "right before the US government tightened the ban."

"Time is short and it's really a matter of speed now," said the insider.

On Friday, the US Department of Commerce said it was amending an export rule and its Entity List to "strategically target Huawei's acquisition of semiconductors that are the direct product of certain US software and technology," according to a statement on its website. The rule will come into effect on Friday but with a 120-day grace period.

"Huawei could have anticipated that the US was going to intensify its chip ban, as Friday marks one year since the Chinese firm was placed on the US Entity List - that's also why it has made its orders right before the deadline," Ma Jihua, an industry veteran analyst, told the Global Times on Monday.

Ma said TSMC may also rush orders with more resources tilted toward supplying Huawei, as losing a big customer like Huawei would be "destructive" for the Taiwan-based chipmaker. "However, the orders may only support its chip supply for half a year, as technology evolution in the sector runs fast," Ma said.

In the worst-case scenario, if the US continues its ban and Huawei uses up its chip stock, the company may cut or even sell its high-end consumer devices businesses, and return to its core telecommunications equipment manufacturing, Ma said, adding that the firm will not be defeated given its enormous strength in 5G, though 6G research and development (R&D) may be dragged.

Huawei's R&D rhythm, particularly for its future release of high-end consumer devices, will be affected. It needs to be flexible in its business layout and strategy, and make a strategy change according to the changing situation, industry analysts said.

The US' move has disrupted the global chip industry chain. Amid an industry reshuffle, some firms will die. Many US firms such as Qualcomm will feel the blow, said Ma.

On Friday, TSMC was also reported to have halted new orders from Huawei in response to tighter US export controls aimed at further limiting the Chinese company's access to crucial chip supplies, according to a report from Nikkei Asian Review, citing multiple sources.

TSMC said it does not disclose order details, adding that the Nikkei report was "purely market rumor," according to a Reuters report.

TSMC had not responded to an interview request from the Global Times as of press time.

Global Times

https://www.globaltimes.cn/content/1188680.shtml

With another 120 grace period, and this huge stockpiling.
This will buy time for Huawei, while SMIC Develop 5nm and 7nm chip production.
Right now, SMIC already have 14nm chip production.

Like Chinese people culture Jiayou, Huawei !
How hard the situation is, We will never Surrender or bog down to yankee clowns

 

[riscol]

The ones yelling Huawei is finished have been proven how dumb they are. This gigantic company cannot be taken down and the Chinese government will not stand by watching US attacking Huawei and do nothing about it.

 

[Viet]

Waste of money. Huawei has no future even if Xi Jingping pumps $100 billion into the company.

Huawei Top smartphone P30 Pro starting price for 1,000 euro, now on sale for 50 euro in a package.

and in case if anyone is interested of buying, you get free gifts worth 180 euro. That means the gadgets are multiple times more worth than P30 pro.

Maybe I buy it and give it to my son. He can play it as football.


https://www.chip.de/news/Huawei-P30...m-Top-Tarif-sichern_174413308.html?layout=amp

 

[Hamartia Antidote]

How hard the situation is, We will never Surrender or bog down to yankee clowns
View attachment 633407

The quote takes on an ironically different meaning when you realize this is not an actual WW2 pic but an altered pic from a videogame....

 

[fitpOsitive]

HUAWEINEWS
HUAWEI PLACES A $700 MILLION ORDER WITH TSMC TO PRODUCE 5/7NM CHIPS
EFE UDINMAY 18, 2020
‌‌‌‌‌‌
According to Taiwan’s “Economic Daily” report, Chinese manufacturing giant, Huawei, has placed a huge order of up to $700 million with TSMC to manufacture 5nm and 7nm chips. With this order, TSMC is already working in full capacity and may not be taking any more unreserved orders. A few days ago, the US Department of Commerce announced that it will extend Huawei’s temporary license for another 90 days. With this announcement, Huawei has a temporary license until August 13, 2020.

‌

However, there was also an announcement that seeks to further hurt Huawei. The announcement says that ALL companies using US chip manufacturing equipment/technology will have to obtain US licenses before supplying certain chips to subsidiaries such as Huawei or HiSilicon. This means that foundries like TSMC may not be able to supply chips to Huawei. However, all pre-existing orders and new orders must be completed within the next 120 days.

‌
For TSMC, it must increase its production capacity in order to meet the huge urgent order demand of customers. According to sources, the 5nm manufacturing process is for Huawei’s next-generation flagship Kirin 1020 chip. However, the 7nm version will be for its 5G baseband chips.

A few days ago, TSMC announced that it will build a foundry in Arizona, USA. According to TSMC’s schedule, the U.S. chip factory will start construction in 2021. However, it hopes to commence production in 2024. TSMC’s total expenditures on this project (including capital expenditures) is approximately $ 12 billion between 2021 and 2029.

According to reports, the Arizona plant will use TSMC’s 5nm technology for semiconductor wafer manufacturing. The foundry will have a 20,000 semiconductor wafers production capacity monthly thus directly creating more than 1,600 high-tech professional positions. It will also create thousands of jobs in the semiconductor ecosystem in the U.S.

TSMC claims that this investment has no political “considerations”. For the Taiwanese chipmaker, while the US government is seeking development, TSMC “sees opportunities”.

https://www.gizchina.com/2020/05/18...n-order-with-tsmc-to-produce-5-7nm-chips/amp/

https://techcrunch.com/2020/05/18/t...rs-from-huawei-after-new-u-s-export-controls/

 

[Menthol]

Never to depend on USA and allies alone.

Or your country will end up just like Huawei.

Always make a good relationship with any country.

You never know when someone that you depend on so much will stab you on the back one day.


Every country's dream is to be developed one day.

But developed means a threat to someone, or someone thinks so.

We should prepare for that day.

 

[FairAndUnbiased]

Waste of money. Huawei has no future even if Xi Jingping pumps $100 billion into the company.

Huawei Top smartphone P30 Pro starting price for 1,000 euro, now on sale for 50 euro in a package.

and in case if anyone is interested of buying, you get free gifts worth 180 euro. That means the gadgets are multiple times more worth than P30 pro.

Maybe I buy it and give it to my son. He can play it as football.


https://www.chip.de/news/Huawei-P30...m-Top-Tarif-sichern_174413308.html?layout=amp

its 39 euros per month with a minimum contract of 24 months.

and O2 is taking the loss. Huawei already sold everything they have in stock to them for full price. Huawei isn't losing a penny.

 

[k s ahmed]

The verge said that tsmc has cut away from Huawei. It means the exact opposite of this article. I wonder which one is true.

I love how they alwau try to portray in last few months that soon china will bow to USA , due to its policy. Those lines are good for idiot Americans and / or idiot America worshippers in other parts of the world who are far from reality

 

[Han Patriot]

View attachment 633415

The quote takes on an ironically different meaning when you realize this is not an actual WW2 pic but an altered pic from a videogame....

Yah like your space force stealing casc logo? Lol.

 

[dbc]

Yah like your space force stealing casc logo? Lol.

It is inspired by Star Trek not whatever the hell casc is...

https://www.bbc.com/news/world-us-canada-51245262

 

[Han Patriot]

It is inspired by Star Trek not whatever the hell casc is...

https://www.bbc.com/news/world-us-canada-51245262

Have you seen the Casc logo, why don't you post it there? Hahahhaahahah

 

[Hamartia Antidote]

Have you seen the Casc logo, why don't you post it there? Hahahhaahahah

CASC was 1993.


Star Trek was 1966. If anything CASC was ripping off Star Trek.

The SpaceX "Starship" gets its name from Star Trek.

 

[Han Patriot]

View attachment 633488

CASC was 1993.


Star Trek was 1966. If anything CASC was ripping off Star Trek.

The SpaceX "Starship" gets its name from Star Trek.

My fren that's CNSA logo..... Lol

Startrek logo doesn't even look like the space force logo, look for CASC logo and put the space force logo side by side. Gosh you one dime heroes are seriously thick.

https://twitter.com/x/status/1262103371957383174

 

[Song Hong]

TSMC will fight US to serve Huawei and China. Without China, TSMC 70% revenue from US. She will then suffer US gangsterism.