According to the information given by the industrial chain, TSMC will not have any business contact with Huawei on September 15, which also means that TSMC can not continue to contract for Kirin processors.
According to a supply chain source, Huawei delivered 15 million orders to TSMC. However, due to the limited production time, the orders were not fully completed before the production was stopped. In the end, only 8.8 million orders were completed.
Yu Chengdong, CEO of Huaweis consumer business, delivered a speech at the 2020 summit of Chinas 100 peoples Conference on information technology in August. Yu Chengdong, CEO of Huaweis consumer business, said that the Kirin chip on mate40 may be the last generation of Huaweis own production, and Kirins flagship chip will be out of print by then.
The current situation is that if the ban is not relaxed, the Kirin 9000 processor, which was previously stocked up, will not be replenished.
Source of this article: Wang Fengzhi, editor in charge of fast technology_ NT2541