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Former TSMC Executive Asserts Inability of U.S. to Halt China’s Advancements in Chip Manufacturing

Remember in Jurrasic Park when Dr. Ian Malcolm (played splendidly by Jeff Goldblum) said that even though all of the dinosaurs in the park were female, they would reproduce as “Life finds a way.” And of course, he was right. So what does this have to do with smartphones? Well no matter what restrictions and sanctions the U.S. throws at Huawei, the company seems to find a way.

From HarmonyOS to the Kirin 9000s, Huawei has always found a way through U.S. sanctions

From HarmonyOS, which it developed to replace the Google Mobile Services version of Android after being placed on the Entity List by the U.S. Commerce Department, to the creation of Huawei Mobile Services, the Chinese manufacturer has managed to surprise U.S. lawmakers and officials by not rolling over and playing dead.

Former TSMC executive says that the U.S. can’t stop China from improving its chip technology

Lin says that in addition to making 5nm chips, Chinese foundries will work on using new materials and chip packaging to make more powerful chips. “It is just not possible for the US to completely prevent China from improving its chip technology,” Lin said. “What the US really should do is to focus on maintaining its chip design leadership instead of trying to limit China’s progress, which is futile as China is adopting a whole nation strategy to boost its chip industry, and hurting the global economy.”

Haitong Securities analyst Jeff Pu says that Huawei could build 70 million smartphones next year powered by its Kirin chips. China is the largest smartphone market in the world and the country was electrified and energized when Huawei announced the Mate 60 Pro, its first 5G phone since the Mate 40 line was released in 2020.

Lin says the U.S. might be to blame for giving SMIC the opportunity to produce 5nm chips. He said that the export rules preventing TSMC from shipping 5G chips to Huawei, which was the foundry’s second-largest customer after Apple at the time, forced SMIC to work on improving its cutting-edge production capabilities from 14nm to 7nm, and perhaps 5nm soon.

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