How will TSMC chips flow to Huawei? White glove operations reveal new loopholes in US sanctions

TSMCRecently, Huawei has been involved in the dispute regarding the production of Huawei’s “Ascend” 910B chips According to the latest reports from foreign media, Huawei placed the order with TSMC through Sophgo, a technology company white glove computing Although Sophgo immediately protested on its official website , , , but according to businessmen, this method of sending orders through white gloves, sending the chips back to China, and then advanced cutting and packaging has become a new loophole under US sanctions.

According to unnamed semiconductor industry insiders, the HBM used for Huawei’s 910B chip was HBM2E This time, another version was found that contained TSMC’s 7nm HPC chip. It is reported that Huawei obtained the chips made by TSMC through a white glove company, then sent them back to China for IC cutting, and used advanced packaging techniques of multi-layer integration to make AI chips.

How computer technology is related to Huawei

The white glove company this time is the computer technology revealed by Reuters. After the foreign media broke the news, Shuneng Technology immediately issued a message on its official website confirming that it had no direct or indirect business dealings with Huawei and had not violated any regulatory regulations. – US trade.

However, according to Chinese media reports, information from Tianyancha shows that Zhao Hongai is the legal representative of Xiamen Shuangneng Technology industrial and commercial company, with an ownership ratio of about 30%. Ketuan Zhan still owns more than 20% of the shares of Shuangneng Technology.

In addition, Bitmain, the parent company of Sunpower Technology, has also been open It can be said that the relationship with Huawei is very close.

Huawei’s plan to improve computing power

In fact, the news that Huawei has placed orders for advanced manufacturing processes at a major wafer foundry through white gloves has already spread throughout the industry. The chips that Huawei has been working so hard to create are, in fact, AI chips. Although the Huawei Ascend series cannot currently compete with NVIDIA in terms of computing power, it is understood that due to the advanced packaging method through multi-gen integration, it is not only more flexibility when placing orders for wafer manufacturing, but also making it easier for Huawei. use white chips.

(Source of first picture: Huawei)