Huawei I despite U.S. ban, Huawei trying well to catch up with rivals in the chip race

Описание: HUAWEIDespite U.S. ban, Huawei trying well to catch up with rivals in the chip race
#huawei #smic

TSMC had us all thinking they were kings of innovation with their rapid progression from 16 nm to 3 nm chips. The smaller the process, the more power and efficiency, right? That's what we thought! 📱

But, the Huawei Kirin 9000 S chip came out swinging with a 7 nm process and flagship-level performance, leaving TSMC's latest chips in the dust. 🥊

Apple's A17 Pro chip, built on the cutting-edge 3 nm process, somehow chugged more power and couldn't keep up with the competition. #chinachip
#huawei #kirin9000s #mate60pro

So, here's the plot twist: pushing the process further doesn't always equal a better user experience. It can mean higher costs and fewer chips that work perfectly. 😓

Now, the real kicker! With Huawei's comeback, TSMC's top clients, Apple and Qualcomm, are shaking in their boots. Some experts predict Apple's iPhone 15 series will ship 10 million units less this year. 😱

TSMC's founder, Morris Chang, is no longer feeling as confident as he once did. 🤯

And if that's not enough drama, TSMC is struggling to compete overseas. Why? Because they're like the distant relative at a family reunion, while American chip makers are the hometown heroes. 🏡

So, what's the deal with the US treating TSMC this way? Two reasons: TSMC is a global semiconductor giant, and the US wants to use them to influence Taiwan and China. 🇺🇸🇹🇼🇨🇳

But here's the twist, TSMC is also at the mercy of the US, thanks to American capital backing them. They have to dance to Uncle Sam's tune. 💃

And finally, TSMC's decision to build a factory in the US? Well, that's part of a grand US scheme to boost its semiconductor industry and outshine China. 🌟

The Huawei Showdown

Let's dive deeper into the Huawei showdown and the impact it's having on the semiconductor landscape. Huawei, a Chinese tech giant, known for its smartphones and networking equipment, was once a significant client of TSMC. However, due to various geopolitical factors, Huawei faced trade restrictions and sanctions imposed by the United States. These restrictions severely impacted Huawei's ability to source cutting-edge semiconductor technology from companies like TSMC.

In response to these challenges, Huawei took matters into its own hands and developed its in-house semiconductor solutions, most notably, the Kirin 9000 S chip. This chip, fabricated on a 7 nm process node, garnered significant attention and praise in the tech industry. It showcased that even with a slightly larger process node, Huawei could deliver performance and power efficiency that rivaled TSMC's more advanced chips.

This revelation sent shockwaves through the industry, raising questions about the value of pushing semiconductor technology to its limits. It appeared that the traditional belief that smaller process nodes equate to better performance and energy efficiency wasn't an absolute truth. Huawei's success with the Kirin 9000 S highlighted that innovative design and optimization could compensate for a larger process node.

The Impact on Apple.

Apple, one of TSMC's top clients, also faced challenges due to the changing dynamics in the semiconductor industry. They had adopted TSMC's cutting-edge 3 nm process for their A17 Pro chip, expecting substantial gains in performance and power efficiency. However, the real-world performance of the A17 Pro chip fell short of expectations.

Compared to its predecessor, the A16 chip, which utilized a 4 nm process, the A17 Pro chip experienced increased power consumption and only marginal improvements in CPU performance. To make matters worse, the GPU of the A17 Pro chip was outperformed by competitors like the Snapdragon 8 Gen2 and the MediaTek Dimensity 9000 Plus. This raised concerns about the relentless push for smaller process nodes and whether it truly translated into meaningful improvements in user experience.

TSMC's Challenges

The release of Huawei's Kirin 9000 S chip has not only put pressure on smartphone manufacturers like Apple but also exposed some fundamental challenges facing TSMC as a semiconductor foundry. TSMC's business model is heavily reliant on significant research and development investments in advanced semiconductor processes. The rapid progression from 16 nm to 3 nm chip fabrication processes showcased TSMC's technical prowess. However, the Huawei Kirin 9000 S chip demonstrated that bigger process nodes could still deliver