SHOCKING! SMIC to build 5nm chip for Huawei without EUV; foundry is third largest in the world

to introduce a flagship line last August, the Mate 60 series, that supports 5G. The last time Huawei released a flagship line with 5G support was in 2020 when the Mate 40 series was launched running the Kirin 9000 SoC. That same year the U.S. extended its export rules preventing foundries that use American tech from shipping cutting-edge chips to Huawei .

After the Mate 40 series, Huawei was able to use tweaked Snapdragon chips from Qualcomm that were modified to block them from 5G networks. These chipsets powered the flagship P50, Mate 50, and P60 lines.that allow them to ship 4G chips to Huawei. Not that it matters. Now that Huawei can obtain 5G chips from a Chinese foundry, why would they ever go back to Qualcomm for the APs used on their phones?. The reason why SMIC cannot build cutting-edge chips has to do with the U.S.

Producing smartphone silicon at 5nm is also considered a big deal for China as the country seeks to become self-sufficient in semiconductors, something that seemed impossible with the U.S. sanctions. An industry insider said,"The collaboration where Huawei designs the chips and SMIC manufactures them is making China’s 'semiconductor independence' increasingly tangible.

Just as shocking as the possibility that Huawei could soon have access to 5nm APs is the news that SMIC was the third-largest foundry in the world during the first quarter. TSMC was the largest generating Q1 sales equivalent to $18.5 billion, followed by Samsung Foundry's first quarter gross of $3.5 billion. SMIC took in $1.75 billion during the opening three months of 2024. SMIC was the only foundry among the top five to report an increase in revenue from 2023 Q4 to 2024 Q1.

Beyond smartphones, Alan has covered the emergence of tablets, smartwatches, and smart speakers.A discussion is a place, where people can voice their opinion, no matter if it is positive, neutral or negative. However, when posting, one must stay true to the topic, and not just share some random thoughts, which are not directly related to the matter.Multiple accounts - one person can have only one accountModeration is done by humans.

Source: Tech Daily Report (techdailyreport.net)

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