2) What measures should Huawei adopt in order to make it through the intervening years before it is able to get cutting-edge chips through a wholly de-Americanized process?
Both of these steps will take time, probably a number of years.For the first line of attack, Boeing is a good target; for the second line of attack, Qualcomm is a good target.
Huawei can stockpile the millions of chips needed to build these base stations.It is also important to note that because Huawei already provides 2G, 3G, and 4G services to more than 100 countries around the world, it is impossible for the United States to completely prohibit fabrication on behalf of Huawei. Whereas a nuclear plant will operate for decades, an IC fab facility will be obsolete – noncompetitive – within 5 years or so.It is a real possibility that Huawei might not be able to obtain the components it needs to build its 5G equipment. Huawei seems to have already taken steps to this end.In order to meet the software needs of future chip design, Huawei should develop its own Electronic Design Automation software. Although it can now produce 14-nm chips, its production capacity will only reach 15,000 wafers per month by the end of 2020.The following abridged translation is by Cody Goldberg.TSMC, however, is intent on keeping its production primarily in Taiwan. This was already a strategic project that Huawei was working on because EDA software had become difficult to obtain after America\u2019s initial Huawei ban in 2019.
It currently has three fabs outside of Taiwan \u2014 one in Washington state, one in Shanghai, and one in Nanjing. Huawei has started looking for alternative suppliers and technology after TSMC stopped getting orders. We’re not going to mention everything bad that has happened but we’ll just focus on the US trade ban against Huawei that has been affecting the top Chinese OEM and a number of American firms and suppliers since last year. Lithography machines are of particular concern, so as part of the 13th five-year plan which concludes this year, Shanghai Microelectronics is expected to release a 28-nm lithography machine. If TSMC can no longer take Huawei’s orders as a result of the ban, it is also a loss for TSMC. Any companies that can help America achieve its goals in terms of 5G development should be the targets of this counterattack.Huawei is already deeply invested in building a technology ecosystem around chips that use ARM architecture. 2) What measures should Huawei adopt in order to make it through the intervening years before it is able to get cutting-edge chips through a wholly de-Americanized process?
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