Huawei was cut off from the supply chain of its processors by the USA. But the manufacturers affected do not seem to want to accept this without a fight.
After the ban came into force, TSMC had no longer accepted any orders from Huawei. But apparently the manufacturer also seems to be concerned about its sales. Because Huawei is the second largest customer of TSMC, there will be a substantial drop in sales.
TSMC is not ready to lose Huawei without a fight. Sticking to Huawei is even more important now that another Taiwanese company and competitor, Foxconn, is ready to take orders from Huawei.
Huawei was in a hurry to place a $ 700 million major order with TSMC. These orders will be delivered before the ban comes into effect in mid-September . These are supposed to be 5 nm and 12 nm orders.
The 5 nm processors are said to be the HiSilicon Kirin 1020 for the upcoming Huawei Mate 40 series. The 12 nm jobs are processors for 5G base stations.
At the moment, the 5 nm capacity of TSMC is only 50 percent full. Huawei can use this space and place orders. It is said to be about 25,000 wafers, at a price of $ 15,000 / wafer, this means an order value of $ 375 million. And TSMC cannot and does not want to let it go.
So it remains exciting. In the end, will manufacturers not abide by the US ban because of their own existence?
Huawei: TSMC wants to continue producing Kirin 1020 for the Mate 40 series first appeared on Xiaomist .