TSMC, has expressed confidence in its position despite Huawei‘s recent advances in chip development. At a recent shareholder meeting, executives highlighted the technological gap between the two companies and the impact of US export restrictions on Huawei.
Since being blacklisted by the US in 2019, Huawei has been striving to make a comeback with products like the Mate 60 Pro and its new Kirin 5G processors. However, their current 7nm technology lags behind the more advanced chips from other manufacturers.
TSMC considers every competitor very, very carefully. We will always have competitors. It has nothing to do with Huawei or not.
– Chairman Mark Liu
President Wei Zhejia echoed this sentiment, asserting that it is “impossible” for Huawei to match their chip fabrication technology. This confidence stems from leadership in the semiconductor industry.
Huawei faces significant hurdles due to US government restrictions, which limit its access to advanced chipmaking equipment. While they plans to start producing 2nm chips next year, Huawei is still working with 7nm processors, although there are rumors of a 5nm chip debuting soon.
While Huawei’s efforts towards self-sufficiency are notable, the technological gap and US restrictions pose significant challenges. The big question is whether any competitor, including Huawei, can catch up to TSMC‘s established lead. Only time will tell if a new leader will emerge in the chipmaking industry.
Can Huawei catch up in the chipmaking race despite technological gaps and US restrictions?
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