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SMIC Caught Between Huawei And A Hard PlaceMannerisms - David MannersMay. 25, 2020 |
SMIC, the Shanghai foundry, is in a bit of a quandary.
If it wants to expand its fabs, and it does, it needs to buy more US-made manufacturing equipment.
But if it continues to supply Huawei, it will very likely be banned from buying US-made manufacturing equipment.
In the wake of TSMC being stopped by the US from supplying Huawei, Huawei is reported to have turned to SMIC – putting in orders for 14nm chips.
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