After the end of the transition period, the current semiconductor supply chain companies have stopped supplying to Huawei. If they need to supply to Huawei, they must apply for a license from the US Department of Commerce in advance.
Supplying without a license may violate the relevant regulations of the United States, and it is exactly the same that many supply chain companies have applied for licenses.
Companies such as AMD have earlier indicated that they have successfully obtained a license and can provide Huawei with some approved chip products that will not violate the relevant ban.
For Huawei, TSMC and other chip foundries have a greater impact. Originally, Huawei handed over HiSilicon Kirin series chips to TSMC’s foundries, but it has been discontinued.
What is interesting is that according to media reports, people familiar with the matter said that TSMC has obtained a license from the US Department of Commerce to provide Huawei with some mature technology chip products.
People familiar with the matter said that TSMC’s licenses are mainly products manufactured with mature technology, and advanced technology products such as HiSilicon Kirin chips are still unable to be foundry.
However, whether the news is true or false is not known for the time being. After attracting attention, TSMC simply stated that it would not respond to unfounded market rumors.