SMIC’s application to continue supplying to Huawei will have little impact on Huawei because Huawei’s current Kirin chips require mass production of the 7nm process, but SMIC is currently unable to do this. , at present, it is only 14 nanometers at most. Before TSMC completely cut off supply to Huawei, TSMC worked overtime to prepare nearly 120 million chips for Huawei. It should be able to support it for another two years, even if the United States resumes SMIC's supply. If Huawei's chips are not available, then Huawei's chips can only go back two generations, but for Huawei, it is better than nothing.
While SMIC applied for a letter from the United States to supply Huawei, it also repeatedly emphasized that it would abide by relevant laws and regulations. In fact, it is not only ZTE that applied to supply Huawei, but also TSMC and MediaTek. Samsung and other semiconductor companies have successively submitted applications to the United States, but can the United States agree? How could Huawei let go of such a chance to breathe after finally breaking up and sanctioning Huawei? I think this is unlikely. When Huawei is in dire straits, fortunately our country has taken action and introduced policies related to semiconductor development, allowing all major companies in China to join in and help Huawei with research and development. We hope that Huawei can break away from the United States in the next two years. sanctions.
At present, SMIC has achieved outstanding results in chip production, but it is still several generations behind the world's top level. This gap is still relatively obvious. At least within 5 years, it will only rely on SMIC's strength is definitely not comparable to that of SMIC, but some people are curious, since it is a domestic wafer foundry, why SMIC is controlled by the United States, because now the United States has issued a series of regulations, if it uses American chip technology If you want to supply Huawei, you must obtain the consent of the United States.
Therefore, as long as ZTE International disobeys, it will also be sanctioned by the United States. Therefore, SMIC can only do nothing to help. Our country still has a long way to go in the development of semiconductors.