If TSMC does not OEM chips for Huawei, what should Huawei do? Will almost all of those chip manufacturing orders be given to Samsung?

If Huawei leaves TSMC's foundry, it will face heavy losses, but it is a bit exaggerated to say it "collapses" instantly; and TSMC and Huawei have a close cooperative relationship. If it is gone Huawei will also suffer losses. It can be said that the close cooperative relationship between TSMC and Huawei is "you have me, and I have you".

Those who are familiar with the chip market should know that apart from TSMC, the factory with the most cutting-edge chip production capacity in the world is Samsung. Currently, both TSMC and Samsung have mastered the advanced 7-nanometer process technology, but TSMC has already mastered the advanced 7-nanometer process technology. The ability to produce 5nm process chips in the short term is still ahead of Samsung.

Extended information:

In addition to TSMC and Samsung, there are also some domestic, European and American companies, such as Semiconductor Manufacturing International Corporation (SMIC). However, it must be recognized that SMIC currently does not have the technology to manufacture 7nm chips, even if Huawei implants 14nm products into SMIC chips in order to avoid the influence of Western powers.

However, sources said that SMIC can currently only produce 2,000-3,000 pieces per month, but even if it is expanded to 15,000 pieces, it will not be able to meet Huawei's needs.

After all, the accumulation of chip technology cannot be achieved overnight and requires a process of accumulation.

It can be said that the current introduction of Kirin 990 to Huawei (5g) is made by TSMC. From the beginning, chip design and technical standards have been determined, and the cooperation intention has been fully reached with the contract. The two parties will work closely together in the process Medium chip design, in other words, TSMC uses the same Kirin 990 (5g) chip as Huawei.