As we all know, Huawei has good results in the development of chips, but in terms of production, it still has to rely on the help of TSMC. Not long ago, the United States planned to reduce the 25% "derived from American technical standards" to 10%. Affected by this, Huawei did not meet the requirements based on 14nm mid- and low-end chips. Therefore, TSMC may take measures against Huawei 14nm .
Thankfully, the current high-end chips based on Huawei 7nm have not been affected, and can be produced as usual. At this time node, TSMC eliminated 20% of Huawei's order volume on the basis of inventory, which had to arouse suspicion from the outside world.
Coincidentally, SMIC has also grabbed a lot of Huawei's 14nm orders from TSMC. SMIC, as the leader of China's chip companies, announced the good news that the 14nm process chip has entered the mass production stage in the last few months of 2019. The mass production of the 14nm process is of great significance to the development of China's chip industry . Because it is precisely because of China's "lack of core and less soul" that it almost caused our company ZTE to fall into "paralysis" overnight in 2018, and it is precisely because that our national enterprise Huawei is still on the "entity list" in the United States. .
However, SMIC has brought us good news. Although SMIC's 14nm process has just been mass-produced for several months, according to its financial report, this business has created more than 52 million revenues for SMIC. This is the largest wafer foundry in China. SMIC has mass-produced the 14nm process in the Q4 quarter, contributing 1% of revenue. It is said that this process can meet 95% of domestic chip production. However, the only problem for SMIC is that the gap between production capacity and TSMC is still very large. At the end of last year, about 1,000 wafers were produced.
In addition, there is good news. SMIC suddenly announced that although the 14nm process still has a gap of 2-3 generations compared to TSMC and Samsung, and it cannot meet the manufacturing of the highest performance processor, so Chip International is also developing a new generation of N + 1 and N + 2 processes. That is, the density of 14nm has doubled, that is, 7nm process.
Although the N + 1 and N + 2 processes developed by SMIC can replace the 7nm process, the real mass production still needs to wait until the end of 2020. At that time, if the United States uses chips to stop the development of Chinese companies, it may be impossible. I do n’t know what you think about the new generation process N + 1 and N + 2?