SMM News: because not afraid of the United States, insisted on the supply of Huawei, Taiwan Integrated Circuit Manufacturing Company (hereinafter referred to as TSMC) has won a lot of applause from the outside world. On the 3rd, Taiwan's "Economic Daily" quoted a source as disclosing that the US Department of Commerce immediately sent someone to Taiwan to investigate after TSMC issued a continuous statement to find out whether the introduction of CCM shipment Huawei violated US laws and regulations. But the results of the investigation disappointed the United States and left angrily.
The report quoted sources as saying that in the face of the US investigation, TSMC made every effort to explain through the legal department and the cooperative US authoritative law firm that it finally proved that the export management system of TSMC was very perfect and close enough to withstand inspection. In the end, Commerce Department investigators had to leave.
According to the report, in order to obstruct the pace of scientific innovation in mainland China, the United States has targeted Huawei and banned it, including Google, Qualcomm, Meguang, Anmou (ARM) and other major international companies, one after another announced the suspension or suspension of cooperation with Huawei. TSMC was also very cautious about the incident, with reservations at first, but announced continued shipments of Huawei in less than eight hours.
In response, Taiwan's "Economic Daily" quoted industry analysis as saying that major international companies have suspended cooperation with Huawei, mainly due to restrictions by US regulations. On the other hand, TSMC has stated that it will continue to ship Huawei's Hayes Semiconductor Co., Ltd., after careful internal evaluation, there is no need to change the mode of shipment and technology provision at this stage, and it is necessary to make a normal shipment to Hayes. TSMC's expectations for this quarter's financial outlook and strong growth in the second half of the year will not change. However, in the face of the fact that the United States wants to cut off Huawei's other chip supply chain and seriously injure Huawei, the management team still has problems to solve whether TSMC will not be affected by stray bullets.
With regard to the cooperation between TSMC and Huawei, it is reported that Huawei's Hayes chip products now account for 10% of TSMC's revenue, and have squeezed out MediaTek to become the second largest customer of TSMC. Hess's next generation Kirin chip. Will also become TSMC 7 nm enhanced version and 5 nm process of the first customer, the two sides work closely together is self-evident.
Reported that TSMC does not to the US Department of Commerce to the company to investigate the shipment of Huawei incident confided in any words. The industry believes that TSMC maintains the key line of defense for the shipment of Huawei and smoothly retains major customers. And from the United States major companies have suspended cooperation with Huawei, Huawei will also accelerate the construction of a complete supply chain to break through.
The US Department of Commerce has added Huawei to the "entity list" of export control, causing adverse effects on US enterprises and markets, and some Taiwan telecom operators have also "released qiang." TSMC, based in Hsinchu, Taiwan, is the world's largest contract chip manufacturer and is seen as a "key part of Huawei's survival". On May 22, Huawei confirmed on official Twitter that TSMC would not stop supplying.
On 23 May, TSMC publicly stated that it would continue to supply Huawei. Wei Zhe, president of TSMC, held a technical forum on the same day and said in his opening speech that the advent of the 5G era has brought many new business opportunities to the semiconductor industry. TCC will increase its investment in Taiwan.
When Taiwan's "China Times Electronic Daily" reported on the continuous shipment of Huawei by TSMC, it used the following saying: do not fear the United States! TSMC has the courage to support Huawei.