In Q4 2023, Huawei achieved a significant milestone by selling 7M phones equipped with the 7nm Kirin chipsets, indicating a successful production yield for SMIC, which is now poised to produce a substantial number of Ascend AI chips at the 7nm scale, with a 5nm process on the horizon. This development suggests that SMIC's production capabilities are robust, with hints at a forthcoming 5nm process. Amidst these advancements, the US has expressed a desire for ASML to cease servicing China-owned chip equipment, highlighting ongoing tensions in the US-China chip war. Despite these challenges, the Chinese semiconductor industry, as per Paul Triolo of @pstAsiatech, is striving for global connectivity while simultaneously adopting a multi-part strategy to hedge against potential restrictions. Notably, Huawei's reliance on US technology for making these advanced chips underscores China's continued dependency on foreign components for its semiconductor achievements. Reports reveal that SMIC utilized equipment from California-based Applied Materials and Lam Research to manufacture the advanced 7nm chip for Huawei in 2023, reflecting the intricate entanglement of US technology in China's semiconductor advancements.
Latest on China's chip making news: Huawei relied on US technology to make an advanced chip breakthrough last year, suggesting China still needs some foreign components https://t.co/xGZNRaTs0n
Huawei, SMIC used US tech to make advanced chips, Bloomberg reports https://t.co/03rVVle9G8 https://t.co/cNGASCfE0s
Sources say SMIC used equipment from California-based Applied Materials and Lam Research to manufacture an advanced 7nm chip for Huawei in 2023 (Bloomberg) https://t.co/yxqZxNB5p2 π« Subscribe: https://t.co/OyWeKSRpIM https://t.co/nDwQ06QT1w
SMIC used Applied Materials and Lam Research equipment to make 7nm chips for Huawei.-Bloomberg π¨π³πΊπΈ#China #Huawei #SMIC
Huawei relied on US technology to make an advanced chip breakthrough last year, suggesting China still needs some foreign components https://t.co/s8VKWWXTaP via @technology Biden admin knows but has been slow walking any actions over this
"#Huawei & #SMIC relied on US tech to produce advanced chips in #China last yr...SMIC used gear from Applied Materials & Lam Research to manufacture an advanced 7nm chip for Huawei in '23, the ppl said, asking not to be named as the details are not public" https://t.co/6nhFgzFTmO
Huawei relied on US technology to make an advanced chip breakthrough last year, suggesting China still needs some foreign components https://t.co/AxyVO5OLD5
NEW: Paul Triolo @pstAsiatech stresses that the Chinese semiconductor industry prefers connectivity with global industry but is hedging through a multi-part strategy focusing resources on technologies already under pressure or likely to face restrictions. https://t.co/CjEDpVSrsQ
US wants ASML to stop servicing China-owned chip equipment - The Register https://t.co/I7p4qK6YPQ via @theregister
It's reported that Huawei sold 7M phones with 7nm Kirin chipsets in Q4 2023. Suggests SMIC production yield is ok, and they'll be able to produce a lot of Ascend AI chips at 7nm. 5nm process coming soon? See Manifold #44 on US-China chip war: https://t.co/uEwv1xuVDh