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Yu Chengdong: "Regarding TSMC's supply of high-end chips to China, can China break through?" Give your own answer
The United States requires TSMC to cut off the supply of high-end chips from the mainland, which is behind the ambition to curb China's high-tech development. GPU chips are crucial in modern technology and are the "engine" of cutting-edge technologies such as artificial intelligence and supercomputing platforms. Take supercomputers for example, which play a key role in many fields such as weather prediction, oil exploration, and space technology.
Due to the difficulty in producing Kirin chips, Huawei quickly launched the "Nanniwan" plan and made every effort to promote self-sufficiency. Huawei has fully rooted itself in areas such as chip design, EDA tools, material equipment, and IC manufacturing, continuously increasing investment. It is reported that Huawei's investment in chip research and development has been increasing year by year, with a research and development investment of up to 141.893 billion yuan in 2020.
In terms of chip design, Huawei HiSilicon has demonstrated strong capabilities. The Kirin chip designed by it was once comparable in performance to top international chips, and performed excellently in 5G communication capability, AI processing capability, and other aspects. For example, the Kirin 9000 chip can achieve download speeds of several gigabits per second on 5G networks, significantly ahead of other chips of the same period.
When TSMC cut off its supply, Huawei quickly turned to other chip suppliers. Mediatek has become an important partner of Huawei, and Huawei has placed an order for 120 million chips to Mediatek. This order volume is a testament to the close cooperation between the two parties.
(1) Industry status and gap
China's chip industry has long relied on imports, which can be clearly seen from a large number of data. According to relevant statistics, China's chip imports once accounted for a considerable proportion of the total global chip imports.
(2) Signs of rise
Chinese technology companies have begun to wake up, and companies such as Huawei, Unigroup, and SMIC are gradually narrowing the gap with global technology giants.
（1） The achievements of diversified layout
Although Kirin chips are currently facing difficulties in the high-end mobile phone chip field, Huawei is actively diversifying its layout and has entered into fields such as RF chips, TV driver chips, and automotive chips. Huawei has achieved significant results in the field of RF chips. After Huawei announced its RF chip patent, it attracted global attention. As a tech powerhouse, the United States was the first to express its intention to purchase.
（2） Hope for the future
Although high-end mobile phone chips in the future cannot be mass-produced in the short term, Huawei's technological reserves and research and development capabilities are still full of expectations. Huawei has invested heavily in chip research and development, and has a strong R&D team. It is reported that Huawei's investment in chip research and development has been increasing year by year, with a research and development investment of up to 141.893 billion yuan in 2020. Huawei's technological reserves cover multiple aspects such as chip design, manufacturing, and packaging, laying a solid foundation for future development.
（1） The purpose and impact of the bill
The "Chip Act" in the United States directly spends $280 billion to subsidize semiconductor companies to build factories in the United States, while strictly restricting their investments in China. The purpose is obvious, which is to try to curb the development of China's semiconductor industry through huge subsidies and restrictive measures, and ensure the leading position of the United States in the global semiconductor field.
On the other hand, the differentiated industrial policies of the United States, against the backdrop of weak recovery in the global electronic consumer market and weakened demand for high-end chips, will exacerbate the problem of overcapacity in the chip industry and disrupt international trade.
（2） Huawei's Response and Confidence
Yu Chengdong has mentioned in multiple public occasions that US sanctions will not stop Huawei's progress, but rather force us to accelerate the process of self-sufficiency. Huawei has shown tenacious fighting spirit and firm confidence in the face of US sanctions and pressure from the "chip bill"
Huawei has demonstrated strong vitality and innovative spirit under the dual pressure of TSMC cutting off high-end chips and the US "chip bill". By launching the "Nanniwan" plan, actively diversifying its layout, and collaborating with domestic enterprises, Huawei strives to achieve self-sufficiency.
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