According to a new initiative, the American , companies that partner with Huawei have one hundred and twenty days to obtain a special license to continue this activity in the technology field. After that, it is expected that TSMC will not be able to supply Huawei with processors custom-made by its subsidiary HiSilicon.
Naturally, while Huawei is trying to reassure customers with reports of the presence of significant stocks of components for base stations of 5G communication networks, they will someday run out, and the pressure of the American authorities, apparently, will never weaken. Huawei is considered TSMC's second largest customer after Apple, and the Chinese giant can account for up to 15% of the Taiwanese contractor's revenue. Since TSMC relies on US-origin equipment and technology, the new terms of cooperation with Huawei make it impossible.
News resources in recent months have often turned to the topic of Huawei's cooperation with SMIC, which is based in Shanghai. It has been claimed that some of HiSilicon's mobile processors have recently been manufactured by SMIC using the most advanced 14nm process for a Chinese contractor. According to some reports, these technological norms provide a little more than one percent of SMIC's revenue, this company will still not be able to fully satisfy Huawei's needs.
Edition explains that SMIC also uses equipment from American suppliers and American software in its work. Thus, the ban on cooperation with Huawei also applies to SMIC, so the first of them will not be able to find salvation on the assembly line.
Foreign suppliers of components for Huawei like Samsung, SK Hynix and Kioxia (formerly Toshiba Memory) are not subject to US sanctions only if they do not help the Chinese company develop and launch production of its own processors. Thus, Samsung can supply Huawei with memory chips, but cannot produce processors for this customer. At the moment, US actions cut off Huawei from access to advanced lithographic technologies.
Source: 3dnews.ru