Chinese technology giant Huawei recently introduced its latest line of laptop computers, the Qingyun L540, powered by revolutionary 5 nm processors. However, research firm TechInsights has discovered something startling during the disassembly of one of the computers. It turns out […]
Chinese technology giant Huawei recently introduced its latest line of laptop computers, the Qingyun L540, powered by revolutionary 5 nm processors. However, research firm TechInsights has discovered something startling during the disassembly of one of the computers. It turns out that Huawei’s 5 nm Kirin 9006C chipset was not manufactured in the Chinese SMIC factory, as previously assumed, but rather based on the production process of the Taiwanese company TSMC.
This unavoidable conclusion raises questions about Huawei’s long-term dependence on TSMC. With increasing geopolitical tensions and Western sanctions targeting the Chinese chip industry, Huawei is faced with challenges in sourcing technology beyond China’s borders. The Taiwanese factory successfully demonstrated its 5 nm manufacturing capability last year, coinciding with the United States imposing new sanctions on Huawei.
Instead of including direct quotes from the original article, here’s a descriptive sentence that captures the essence of Huawei’s reliance on TSMC: “Huawei’s dependence on TSMC for the production of its advanced chips has been reinforced by this discovery.”
Bloomberg reached out to Huawei and TSMC for comments, but neither responded to this revelation. Although this situation may initially seem unfavorable for the Chinese chip industry, it could be seen as a preparatory phase for SMIC. It is possible that the Chinese factory is not yet ready to master 5 nm technology, especially considering its current use of older DUV lithography instead of more advanced EUV lithography.
Despite this, SMIC recently successfully produced the Kirin 9000s chipset using a 7 nm manufacturing process, which represents a significant step forward in the development of the Chinese semiconductor industry. This demonstrates that SMIC is still capable of progressing despite the challenges it faces.
In conclusion, TechInsights’ discovery has confirmed Huawei’s dependence on the Taiwanese company TSMC for the production of its advanced chips. However, SMIC has not halted its efforts to advance the Chinese chip industry, and the future will surely bring more surprises and twists in this dynamic industry.