News on China's scientific and technological development.

Huawei says Qualcomm applied for a license to sell it chips and the Chinese giant will use them if allowed
PUBLISHED WED, SEP 23 2020 2:44 AM EDT
UPDATED AN HOUR AGO

Arjun Kharpal
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• Huawei has been restricted from procuring chips for its smartphones due to U.S. sanctions.
• American firms looking to sell to Huawei must get a license from the U.S. government in order to do so.
• Huawei said that Qualcomm has applied for a license to sell it chips and the Chinese giant will use them in smartphones if permission is granted by the U.S. government.

It would be interesting if BIS allows Qualcomm to sell high-end smartphone chips to Huawei because then it would be discriminatory if BIS doesn't grant same to MediaTek. Also, the so-called final card handed out by trump to Huawei would be useless, no? As a matter of fact it gave HW a chance to build own fabs within just 1-2 yrs.

machupicu said:

It would be interesting if BIS allows Qualcomm to sell high-end smartphone chips to Huawei because then it would be discriminatory if BIS doesn't grant same to MediaTek. Also, the so-called final card handed out by trump to Huawei would be useless, no? As a matter of fact it gave HW a chance to build own fabs within just 1-2 yrs.

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I think Qualcomm might get approval to sell Chips to Huawei. Qualcomm will pressure the Trump Administration to give the approval as it fears being put on the new Chinese "Unreliable Entity List".

Huawei will benefit from this as it allows Huawei to continue selling its High End Smart Phones and also launch Phones with the new Harmony OS next year. It is important for Huawei to continue developing the Harmony OS Ecosystem.

Huawei will eventually use its own Kirin Chips once its own FABs manufacture more advanced Chips.

WTAN said:

I think Qualcomm might get approval to sell Chips to Huawei. Qualcomm will pressure the Trump Administration to give the approval as it fears being put on the new Chinese "Unreliable Entity List".

Huawei will benefit from this as it allows Huawei to continue selling its High End Smart Phones and also launch Phones with the new Harmony OS next year. It is important for Huawei to continue developing the Harmony OS Ecosystem.

Huawei will eventually use its own Kirin Chips once its own FABs manufacture more advanced Chips.

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Hi WTAN,

Any news regarding Huawei, I think they are currently having a HUAWEI CONNECT 2020 conference in shanghai.

ansy1968 said:

Hi WTAN,

Any news regarding Huawei, I think they are currently having a HUAWEI CONNECT 2020 conference in shanghai.

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Huawei Chairman Ren visited the Chinese Academy of Sciences a few days ago. This shows Huawei is interested in the EUV Lithograph developed by Changchun Institute. Huawei may be the Company that will push for the fast development of the EUV Lithograph.

solarz said:

The Dutch must have a lot of experience with bankruptcies.

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Yes, remember one the biggest bankruptcies : VOC

manqiangrexue said:

What the hell does this even mean? There is no such thing as a "level" of bankruptcy law for someone to be behind or ahead of. What "level" is Chinese/USA/Dutch bankruptcy law at today? What level did they rise up from? LOL You're just making shit up and then going off on a meaningless rant.

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A curious scientific mind probably ask the question : is there a connection between the capability of Netherland to make 75 % of all semiconductor manufacturing machines in the world, and having a good corporate law that effectively govern the life of businesses from cradle to grave ?

: D

nugroho said:

Yes, remember one the biggest bankruptcies : VOC

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interesting fact : the VOC was the first publicly traded company ever.

The fist stock exchange was created to trade the shares of VOC.

The VOC was the first company on earth that separated the owners and the managers of a business, and made possible to transfer the ownership effectively.

Maybe a good corporate law making businesses capable to manufacture Extreme UV lithography machines, and not the other way around : O

Anlsvrthng said:

A curious scientific mind probably ask the question : is there a connection between the capability of Netherland to make 75 % of all semiconductor manufacturing machines in the world, and having a good corporate law that effectively govern the life of businesses from cradle to grave ?

: D

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Not really. A curious mind just asked you what it means to "achieve a level of bankruptcy law" and got no answer because what you wrote means nothing.

Connections can be made between anything. Is there a connection between China being the fastest growing country in the world economically and technologically with Chinese food being the most delicious? You have shown nothing especially good about Dutch corporate law and overall economic results of the Netherlands is unimpressive

The Netherlands is far from a powerhouse in tech; it just happens to specialize in lithography because of the doing of a single Dutch company. It also requires foreign components and does not own its entire supply chain. It's meaningless in terms of big data and trend analysis.

machupicu said:

It would be interesting if BIS allows Qualcomm to sell high-end smartphone chips to Huawei because then it would be discriminatory if BIS doesn't grant same to MediaTek. Also, the so-called final card handed out by trump to Huawei would be useless, no? As a matter of fact it gave HW a chance to build own fabs within just 1-2 yrs.

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It takes a minimum of 2 years to build a fab. Like one year, if you are really quick, to construct the building and another year to install and bootstrap the machine tools. Huawei could simply take an existing building to speed it up. I think Globalfoundries exited a deal they had in Chengdu to build a fab there and took their machines out. But the building is there, basically brand new, and I would not be surprised if some trained staff was there as well. I don't know if anyone has acquired it yet.
The problem is the machine tools, the materials, and the process. SMEE supposedly won't have an immersion DUV litography tool until a year or two from now. Then there's process and materials. Even if Huawei licensed the process from SMIC or one of the other Chinese companies they would need time to adapt it to the new tools and production flow. So I think 3 years in the best case is a more viable estimate.