Foreign media said TSMC helped Huawei to accumulate 2 million 5G chips: it will be enough next year
On October 26, 2020, it was reported that Huawei started semiconductor storage for its B2B business last year. Compared with Kirin chips used in smart phones, base station chips require a longer production cycle.
According to the latest reports from foreign media, before the ban took effect, TSMC helped Huawei successfully prepare many 5G chips. The specific number exceeded 1 million, which is enough to support 2021.
The report mentioned that the 5G chips that TSMC helped Huawei stock were not used in smartphones, but in 5G base stations. The reason is that Huawei can ensure that its 5G base station business is not affected by the ban in the short term.
The report also mentioned that, according to sources from TSMC, TSMC has begun to expand the production of Huawei's 5G base station core communication chip Tiangang since the end of 2019. Before the ban came into effect in September, TSMC delivered more than 2 units in response to Huawei's request and produced 1 million 7nm Tiangang chips. The size of the order once made TSMC executives question whether it underestimated the global demand for 5G.
For the above news, representatives of Huawei and TSMC declined to comment.
However, Huawei previously hinted that Huawei also stated that the current To B business (base station, etc.) chip reserves are still relatively sufficient.
In fact, according to previous reports, Huawei started semiconductor storage for its B2B business last year. Compared with Kirin chips used in smart phones, base station chips require a longer production cycle.
In addition, there is news that compared with the chips used in mobile phones, the consumption of chips provided to base stations is very slow, so the inventory can be used once for a long time, and TSMC has not yet received applications. Continue to produce Kirin chips for Huawei.