The latest round of U.S. ban on Huawei can be described as a drastic measure, and the scope of the ban has been extended to a global scale, which makes it impossible for all manufacturers using American technology or equipment to manufacture chips for Huawei, and may even include TSMC, which has been producing chips for Huawei.
Only a handful of companies can produce high-end chips in the world. Apart from TSMC, there is only Samsung, but these two companies have deep ties with the United States. Can they make chips for Huawei?
In this regard, Liu Deyin, chairman of TSMC, responded positively to this matter at the annual general meeting of shareholders. The general meaning is divided into the following two points:
1. He himself doesn't want the United States to ban Huawei because Huawei is an important customer of TSMC, but at the same time, he stressed that he has no clue about this matter and can't predict how fast it will happen.
2. If the United States really wants to ban Huawei, it can't resist, it must obey, and it believes that it can quickly make up for the loss caused by losing Huawei and fill it in a short time. "
It is rumored that Huawei has sent executives to Samsung to understand and negotiate, but I think it is unlikely that Samsung will OEM Huawei chips. After all, Samsung can't avoid American technology, and Huawei and Samsung have overlapping businesses and are competitors in the field of mobile phones.
The actual situation is by no means so simple. Aside from Huawei's hidden tricks, in my opinion, Huawei still has the following possibilities:
The buffer period of 1 120 days brought a turn for the better. The United States has never dared to block Huawei across the board. They all hold the attitude of giving it a try. On the one hand, Huawei has played an important role in the 5G field. On the other hand, he has never understood the details of Huawei and is worried about its strength. Before the US ban on Huawei's sales, the 90-day grace period was extended N times, and finally it went away. If the ban fails to meet the expectations of the United States or the losses caused by the ban on Huawei are beyond the scope of tolerance, then it will be lost, because Trump is essentially a businessman, and everything is focused on interests, and it is common practice to renege;
2. Answer blows with blows and start the patent war. Because the United States is backward in the field of 5G and uses other technologies to block Huawei, then Huawei can also deal with a man as he deals with you and use the advantages of 5G to counter the United States. According to the data published by IPlytics in Germany, as of February 2020, Huawei ranked first in the world with 3 147 patents. Although the United States does not allow Huawei to enter the American market, it is impossible for companies in related fields in the United States to bypass Huawei's patents. Huawei can sue a large number of companies and telecommunications companies in the United States and prohibit them from using or charging high patent fees;
3. The state's reciprocal countermeasures forced the United States to make concessions. Huawei is a rare high-tech company in China, which plays an irreplaceable role in the communication field. The country cannot let it fall. If the grace period is up and the United States bans Huawei further, then the country will never stand idly by, because the United States' ban on Huawei is totally unreasonable and violates the relevant provisions of the WTO. It is purely selfish and belongs to excessive trade protectionism. Since last year, the state has started to collect the list of relevant American business entities, and now is the best time to publish it.
From "two bombs and one satellite" to "shenzhou spaceship", China has achieved today's achievements step by step, and most high-tech fields have been broken or even surpassed by the long-term ban of western forces led by the United States. The ban only makes our 654.38+04 billion people more United. The ban in the United States will make us feel uncomfortable in the short term, but in the long run it will only make us progress faster and the advantages outweigh the disadvantages. As time goes by, chip manufacturing and EDA design software will eventually be localized.