According to the latest news from the supply chain, TSMC received orders of US $700 million from Huawei.
It was mentioned in the news that TSMCs new order from Huawei will directly accelerate the production of Kirin 1100. From the list of customers of TSMC, in 2020, that is, this year, TSMC only produces 5nm chips for two companies, namely, apple and Huawei Hisilicon, the former is A14 and a14x processor, while Huawei Hisilicons is Kirin 1000 and network processor.
Huaweis share soared not only because of the expansion of demand brought by its business growth, but also because of the prevention of the risk of US sanctions, which greatly increased the chip inventory and raised the inventory level to more than 100 days. The industry believes that if Huawei is further sanctioned by the United States, it will be a worry for the future business development of TSMC.