TSMC has replaced Huawei orders cancelled due to recent US Sanctions

[striver44]

TSMC has apparently replaced all of the canceled Huawei orders, according to a new report. The world’s largest contract chipmaker was the primary chip supplier of the Chinese tech giant but had to stop supplying the OEM due to recent US sanctions.

Huawei’s HiSilicon Kirin mobile chips were manufactured by TSMC
Huawei was a major client of TSMC, and losing this customer also implied losing a big chunk of their revenue. But it seems that TSMC has already replaced all o its canceled Huawei orders. The news from Kung Ming-hsin, the new head of the Taiwanese Economic planning agency, who revealed that the US sanctions weren’t to disrupt relations between Taiwan and China, but only aimed at Huawei.

Editor’s Pick: Huawei led the China’s Wearable Market in Q1 2020, followed by Xiaomi and Apple
Furthermore, he said that “As for TSMC, although their orders no longer have Huawei, they’ve quickly been filled up, as other people really need them.” The chairman of the contract chipmaker also backed this up by stating that there is ample demand from other companies that will quickly fill up the gap. Notably, the company is currently mass producing its latest 5nm chips for its various clients including Apple.

Kung stated that the reason for Huawei being targetted is due to possible ties with China’s government, although there are those that argue otherwise. While Huawei will face issues after the loss of its chip supply, the company is heavily investing in local sources and other non-US supply chains.

https://www.gizmochina.com/2020/06/...wei-orders-caused-by-the-recent-us-sanctions/

 

[Viva_Viet]

TSMC has apparently replaced all of the canceled Huawei orders, according to a new report. The world’s largest contract chipmaker was the primary chip supplier of the Chinese tech giant but had to stop supplying the OEM due to recent US sanctions.

Huawei’s HiSilicon Kirin mobile chips were manufactured by TSMC
Huawei was a major client of TSMC, and losing this customer also implied losing a big chunk of their revenue. But it seems that TSMC has already replaced all o its canceled Huawei orders. The news from Kung Ming-hsin, the new head of the Taiwanese Economic planning agency, who revealed that the US sanctions weren’t to disrupt relations between Taiwan and China, but only aimed at Huawei.

Editor’s Pick: Huawei led the China’s Wearable Market in Q1 2020, followed by Xiaomi and Apple
Furthermore, he said that “As for TSMC, although their orders no longer have Huawei, they’ve quickly been filled up, as other people really need them.” The chairman of the contract chipmaker also backed this up by stating that there is ample demand from other companies that will quickly fill up the gap. Notably, the company is currently mass producing its latest 5nm chips for its various clients including Apple.

Kung stated that the reason for Huawei being targetted is due to possible ties with China’s government, although there are those that argue otherwise. While Huawei will face issues after the loss of its chip supply, the company is heavily investing in local sources and other non-US supply chains.

https://www.gizmochina.com/2020/06/...wei-orders-caused-by-the-recent-us-sanctions/

Thats so true.no one nid Huawei phone, everyone happy to see Huawei collapse

 

[Samlee]

Thats so true.no one nid Huawei phone, everyone happy to see Huawei collapse

Vietnam should establish it's own Huawei

 

[Viva_Viet]

Vietnam should establish it's own Huawei

We cant. But we control SCS ( east VN sea), if US-CN try to harm VN, we just Simply cover there wt sea mines, then no cargo ships can pass.

So,they'd better not thinking abt harassing VN or all will get hurt.

 

[Globenim]

"apparently"
"seems"
according to claims of a lying politician
backed up by no numbers or even names of alleged clients actually filling up the gap

"The chairman of the contract chipmaker also backed this up by stating"
something completely different than this article parotts from its American source, which is why its just paraphrased not quoted because it said "ample capacity" to meet demand should it be there. Which means the exact opposite. Never mind that was not even related to this politicians claim, but TSCM infact said it does not comment about its clients when asked to confirm this politicians claims.

This politician is obviously just flat out lying or twisting TSCM Dollar notated growth projections which is expected to be still barely positive. That doesnt offset the economic loss from Americas meddling with TSCM. With inflation in mind they are going to be in actual decline unless they exceed the projections. Remember they are reporting "revenue losses" for Huwaei despite Huawei's revenue significantly growing but missing even higher projections, yet here TSCM total stagnation is reported as being unaffected.

Pathetic American damage control

 

[JustAnotherPerson]

This remember me an excerpt from the movie margin call.

-->so that WE may survive! "the cold war"

-->You'll never sell anything to any of
those people ever again.

--> I understand.

-->Do you?

--> Do You???

--> This is it!

--> I'm telling you.
This is it.

 

[Nan Yang]

10% of TSMC engineers already working for China.

 

[8888888888888]

This just means other Chinese companies took over

 

[Beast]

"apparently"
"seems"
according to claims of a lying politician
backed up by no numbers or even names of alleged clients actually filling up the gap

"The chairman of the contract chipmaker also backed this up by stating"
something completely different than this article parotts from its American source, which is why its just paraphrased not quoted because it said "ample capacity" to meet demand should it be there. Which means the exact opposite. Never mind that was not even related to this politicians claim, but TSCM infact said it does not comment about its clients when asked to confirm this politicians claims.

This politician is obviously just flat out lying or twisting TSCM Dollar notated growth projections which is expected to be still barely positive. That doesnt offset the economic loss from Americas meddling with TSCM. With inflation in mind they are going to be in actual decline unless they exceed the projections. Remember they are reporting "revenue losses" for Huwaei despite Huawei's revenue significantly growing but missing even higher projections, yet here TSCM total stagnation is reported as being unaffected.

Pathetic American damage control

Precisely, the west or pro west can even come up with fake chart and fake data to claim otherwise.

Example.

We all know what happened to the 1st country claim to be most capable of handling pandemic. Load of BS from western liars and pro western.

These are the type of people who can even sell their soul in exchange of monetary.

 

[Dark1]

10% of TSMC engineers already working for China.

Individual engineers cannot do anything. It requires design details of equipment and experience in operating them. Operation can be learnt by hit and trial but manufacturing sophisticated equipment is a different ballgame. Since its a incremental procedure. The manufacturer seldom invents a totally new equipment. jUst improves the old one. Nearly all chip manufacturing equipment in China is imported.
Inspite of all the boasting on this site, the real state of Chinese chip manufacturing was exposed as soon as the US imposed sanctions.

 

[8888888888888]

Precisely, the west or pro west can even come up with fake chart and fake data to claim otherwise.

Example.
View attachment 644182

We all know what happened to the 1st country claim to be most capable of handling pandemic. Load of BS from western liars and pro western.

These are the type of people who can even sell their soul in exchange of monetary.

Wow this just confirmed that they make up stuff