Is TSMC scared? Lost the biggest customer! Huawei chips are fully supplied from Qualcomm.

From the latest news, Huawei may be equipped with Qualcomm's 5G chip Snapdragon 778G when it holds a press conference in September. In other words, Qualcomm may officially resume supply to Huawei next month, which means that Huawei will soon come out of the predicament of mobile phone chips.

While even in this condition, we are more paid attention to whether Huawei's own business lines can proceed normally, such as whether the self-developed Kirin chip of Huawei's HiSilicon can be foundry. As we all know, Huawei's mid-to-high-end models are generally equipped with its own Kirin chips. In the industry, Huawei's high-end devices have been able to gain a good reputation, not only because of the support of domestic drivers, but also the high-quality experience based on the performance of the Kirin chip.
China's chip imports climbed to nearly $380 billion in 2020, or about 18 percent of total domestic imports, as the U.S. ban prompted companies like Huawei to stock up on chips. China bought nearly $32 billion of equipment for chip production from Japan, South Korea, Taiwan and elsewhere in 2020, up 20 percent from 2019, according to a Bloomberg analysis of official trade data.

Huawei chipTSMCqualcomm