Want to dump chips on the mainland China? It’s Too late!

TSMC founder Morris Chang initially supported the United States’ sanctions on China’s semiconductor industry, aligning TSMC with the U.S. However, the release of Huawei’s Mate 60 series exposed TSMC’s deception regarding its advanced chip processes. Despite TSMC’s rapid progress in chip fabrication processes, Huawei’s Kirin 9000S chip, fabricated on a 7nm node, outperforms Apple’s chips and Android flagships powered by Qualcomm’s 4nm Snapdragon 8Gen2. It revealed that further advancements in chip processes may not lead to significant improvements in user experience but can increase costs and lower yields. This development threatens TSMC’s major clients, Apple and Qualcomm. Some institutions predict a decrease in iPhone shipments due to Huawei’s comeback and Huawei’s plan to fully adopt its Kirin processors, ceasing the purchase of Qualcomm chips in the future. Morris Chang, once confident, now expresses concerns about the challenges posed by the “America First“ policy and the competition from mainland Chinese semiconductor enterprises like SMIC and Huawei. “China Focus“ is a YouTube channel created to provide current events and pop culture headlines from you can get to know a more real China through my video. ｜ #ChineseNews #chips #ChinaFocus Thanks for your watching and subscribing.