A small chip carries the heavy responsibility of the development of science and technology, and has become an important boost to promote the prospects of science and technology. The lack of core and soul is definitely not alarmist, and it is definitely not unfounded. Because of the US rule, Huawei's most advantageous Kirin has not yet made a comeback.
The cry of "living with quality" shows how much Huawei is unwilling to accept the status quo. Does Huawei have strong strength? Yes, the best proof is that Qilin was born and shocked Kyushu. There is only one obstacle facing Huawei, and that is chip foundry. Recently, Huawei's chip production has turned around. Huawei's rotating chairman Guo Ping officially announced chip stacking technology.
So, what are the development advantages of Huawei’s entry into chip stacking? What benefits will it bring to Huawei if the chip problem is overcome?
On March 28, Huawei held its 2021 annual release report meeting. Huawei’s rotating chairman Guo Ping also attended. On that day, someone asked how Huawei would solve the “stuck neck” problem in the future. In response, Guo Ping publicly responded that Huawei will invest in three reconstructions in the future, focusing on the reconstruction of development theory and the reconstruction of system architecture.
Do you feel very professional and don’t understand the meaning of this sentence? It’s okay. Guo Ping explained it in detail next. That is to say, area is exchanged for performance, and stacking is exchanged for performance, so that Huawei's future products can be competitive without using such advanced process technology.
Personally, I feel that according to Huawei’s rotating chairman Guo Ping, this may not be 3D advanced packaging, but may be a simple dual-core superposition similar to stacking Arhats. Some people may also know that if such a simple dual-core superposition is performed, even regardless of the area, it may become the next Qualcomm Fire Dragon due to too much power consumption.
However, according to Huawei's practice, generally speaking, it will not be made public until it is completely successful. Therefore, the practicality of Huawei's dual-core superposition should be confirmed.
Regarding this new news, many relevant foreign media have stated that it is only a matter of time before Huawei’s chip problem is overcome. So, is this really the case?
In fact, this is actually the case, because Huawei's dual-core superposition has a high possibility of success. On May 18 last year, Huawei exposed a patent application. This patent is a patent for chip stacking technology. It even attached a very convincing diagram of dual-core stacking.
Huawei has such a technical foundation and such patents. It is not impossible to successfully launch dual-core stacked chips in the future, and it is more likely that the chip problem will be overcome.
Furthermore, dual-core superposition is high-end technology, and high-end technology requires strong banknote capabilities. Also at Huawei’s 2021 annual report meeting on March 28, Huawei Vice Chairman and CFO Meng Wanzhou publicly announced Huawei’s annual financial report. Huawei's current overall development trend is good, and last year it achieved total revenue of 636.8 billion yuan.
Here’s the key point. Huawei’s R&D investment reached a new high last year, reaching 142.7 billion yuan, accounting for 22.4% of Huawei’s total revenue for the year. With such a huge investment in scientific research, Huawei's dual-core superposition is likely to be confiscated, and Huawei's chip problems are likely to be overcome.
In short, the possibility of Huawei's dual-core superposition being successful is still very high. Foreign media are right, and Huawei's chip problem is really just around the corner. In the future, Huawei chips may really hope to compete with Apple M1 Ultra. Huawei's chip problem will be solved soon. So, what benefits will this bring to Huawei?
Huawei’s dual-core superposition, according to Huawei itself, is able to achieve the performance of two 14-nanometer chips through superposition, achieving the performance of a 7-nanometer chip. It can also be said that the production of high-end chips can be achieved through chip stacking. In this way, everyone discovered nothing, and only mid- to low-end DUV lithography machines were used in the whole process.
For this type of lithography machine, at the Shanghai World Expo on November 5 last year, Asmail Vice President Shen Bo said that in addition to EUV lithography machines, including DUV lithography machines, All types of lithography machines within can be shipped freely to our country. In my country, Shanghai Microelectronics' current research and development on domestic DUV lithography machines seems to be going quite smoothly. In the future, domestic mid- to low-end DUV lithography machines may not be possible.
From these two things, it is not difficult to find that once Huawei really achieves dual-core superposition and once Huawei really overcomes the chip problem, then it will be able to get rid of its dependence on advanced lithography machines. It will be able to get rid of dependence on the outside world, and the stuck neck will officially become a thing of the past.
In addition, once Huawei's chip problem is overcome, Huawei will have the ability to develop and officially break through the high-end chip manufacturing process. In the future, it will be able to enter the high-end chip field. Although Huawei is only engaged in chip research and development, Huawei's dual-core superposition process and the entry of Huawei's high-end chips may not bring greater economic benefits to Huawei. With the help of cash flow capabilities, Huawei may not be able to realize the return of the king in advance.
Guo Ping, Huawei’s rotating chairman, officially announced that Huawei’s high-end chip business has found a new direction, which is chip stacking. Of course, we have not yet seen the results of Huawei's dual-core superposition, but we believe in Huawei, the light of domestic products, and the specific results of Huawei's dual-core superposition technology.
It should soon meet the market. With such a new approach, Huawei is likely to take up the banner of domestic products again in the future and shine the light of domestic products again.