Since the end of last year It seems like Huawei has been on the downswing when Trump announced a trade war with Huawei, citing national security.
And it seems like this will be even more plummeting as Trump extends for a long time until 2021 and has recently ordered TSMC to stop accepting orders from Huawei as well.
Who is TSMC? TSMC's full name is Taiwan Semiconductor Manufacturing Company Limited, a Taiwanese company, the world's largest chip maker. With a 52% market share, Apple and Huawei are one of TSMC's customers, but TSMC's problem is that they don't have their own technology. Is a company that is responsible for production only By receiving technology or knowledge from customers But have no right to reveal the background of the customer's technology
So why did Trump order scFLOW? That's because most of TSMC's factories are in the United States, and Trump has just announced the US Department of Commerce announcing that Non-US chip makers But there is a chip production in the United States Relying on various software technologies or designs that require collaboration with companies in the United States will need to apply for a license to trade with Huawei (but the submission would not be approved) and that may be The reason why TSMC is currently not accepting any orders from Huawei (at first it was a rumor But right now it looks like it's true.)
But when Huawei realizes it doesn't care about anything Has begun to inject $ 2.2 billion in budgets for domestic companies like Semiconductor Manufacturing International Corporation (SMIC) to produce chips for Huawei instead.
That means TSMC will no longer be a chip maker for Huawei and cause TSMC to lose a lot of revenue. And we will see SMIC as a chip maker for Huawei instead
But most problems still come from Google Service and MSC Software, which is at the heart of Androids. Even when Google withdrew, Huawei bragged about the Huawei Gallery, but many apps are still not fully working. And there are still apps that people use very little Also, operating systems like Hongmong are quiet and nothing has been updated since the launch date. (Or if anyone sees, share it with me Because only saw the news that Huawei's CEO came out to admit that still hoping to return to partnership with Google) that made Huawei seem to plummet down the abyss
We still don't know how this trade war will end. And now companies have been greatly affected by the trade war between Huawei and the United States, although they may never think of being enemies, because many things in joint business are supportive. together If this is the case, one day, if Huawei or China Able to produce various technologies by themselves, this country is probably not scary