Huawei's self-produced chips at the end of the year? This news is only unknown to Huawei...
On August 12, according to Weibo netizens, Huawei was about to launch the "Tashan Project."
China's Huawei will prepare to build a 45nm chip production line that is completely free of American technology within this year. It is expected to be completed within this year, and 28nm is also being explored in cooperation.
Due to the large-scale blockade and sanctions imposed by the United States, TSMC can no longer OEM Huawei chips, which makes Huawei chips unable to produce. Huawei started the "Tashan Project" internally.
Earlier, Huawei's consumer business CEO Yu Chengdong announced that Huawei will start with root technology in semiconductors, create a new ecosystem, and break through the bottleneck restricting innovation.
According to the news, 16 companies such as Shanghai Microelectronics, Shenyang Xinyuan (Xinyuan Micro), Shengmei, Northern Huachuang, and China Microelectronics have entered the cooperation list of Huawei's plan.
The reason why this plan was named the Tashan Project may be because the word "Tashan" originated from the "Tashan Strike" in the famous battle of Liaoshen in history.
The fighting was unspeakable.
Thousands of People's Liberation Army fought bloody battles to hold on to Tashan and ensure the victory of the main battlefield at that time.
Therefore, the name "Tashan Project" may imply a tenacious determination to resolutely block the cruel strangulation of the other party, indicating the difficult road China's chip manufacturing industry is facing.
The implication is really good, which means that Huawei has to lead the nation to make its own chips.
However, Huawei officials did not make a formal response to this plan.
Even the officials of some companies in the list have made it clear that they are not clear about the relevant plans.
As a result, the reversal came.
The plan in the revelation is actually a fiction...
The Weibo blogger who broke the news has deleted the original Weibo and stated that he posted relevant news without verifying it, hoping that others will take warning.
But this unwarranted plan triggered a series of reactions in the market, and A shares were upset.
On August 12, the day when the news was announced, one of the companies on the cooperation list, Xinyuan Micro, had a strong gain of nearly 13% at the close of the market.
After all, this is the chip manufacturing industry after all. If there is any plan to incubate internally, it is probably still at a very early stage, and it is impossible to spread the news on a large scale.
However, in the face of China's chip shortage, Huawei is clearly prepared.
For example, Huawei’s Talented Youth Project, Nanniwan Project, Idm Project, and Ren Zhengfei’s consecutive visits to four universities of science and engineering are obviously carrying out a series of plans for the US chip blockade.
Since the United States declared a state of emergency against Huawei in May last year, the technical blockade against Huawei has reached its limit.
The landmark event is-"Trump restricts TSMC to provide Huawei with chips."
Whether it is communications or mobile phones, the chip has always been Huawei's "mutilation."
To quote an employee of a U.S.-owned monopoly equipment manufacturer:
Domestic chips cannot replace American products in a short period of time.
Don't flatter, tell a fact——
Do you think that a Huawei mobile phone only needs a "chip"?
A smart phone requires at least 20 chips to control, and many of Huawei’s "chips" require external procurement:
Including the radio frequency chips of the three major U.S. giants, TI's power management chips, Sony's camera chips, South Korea's memory chips, etc...
As we all know, Huawei's self-developed chips are mainly "Hisilicon".
However, "HiSilicon" is only a design company. If you want to make chips with extremely strong performance, you still need to rely on TSMC's foundry.
Another pessimistic fact——
There is no "TSMC" in the mainland, only "Foxconn".
Chips are the pinnacle of manufacturing precision and need to go through the three links of "design, manufacturing, packaging and testing".
Even if Huawei designs high-end chips that shock the world and shock the world, without a foundry, it can only be a piece of waste paper.
The investment in chip manufacturing can be said to be "astronomical."
Build two latest 12-inch wafer fabs equivalent to a Three Gorges Dam
A while ago, Yu Chengdong’s circle of friends has euphemistically admitted this fact.
In addition to mobilizing funds for a Three Gorges Dam, talent is also an indispensable link.
China has abundant science and engineering talents, and Chinese engineers also occupy a core position in the world's top chip fields.
TSMC’s Liang Mengsong, Broadcom’s Chen Fuyang, NVIDIA’s Huang Renxun, AMD’s Su Zifeng, etc...
They are all Chinese.
According to this principle, China should have countless "talents", right?
Unfortunately, the return of high-level talents is far from enough.
Most Chinese engineers are reluctant to come to China.
As of 2019, there are 5.5 million Chinese in the United States, and 51% of them are engaged in professional technical and management work.
There are more than 320 Chinese professors in the eight Ivy League universities in the United States.
More than 200,000 alumni who graduated from 985 universities in China work in high-tech companies or universities in the United States.
How many senior Chinese talents are engaged in artificial intelligence in Silicon Valley?
If these people return to China, how much value can they create?
Just look at TSMC and Samsung where Liang Mengsong joined the competition for talents.
Liang Mengsong is a Taiwanese. He has a Ph.D. in electrical engineering from the University of California, Berkeley. He worked for AMD, a major American chip manufacturer, for several years. He did not return to Taiwan to join TSMC until 1992, when he was 40 years old.
At TSMC, his job is to lead the module development team, which is the core of advanced technology. In the field of chips, he personally owns more than 500 patents and has made indelible contributions to TSMC's multiple process upgrades.
Meng Song led TSMC to develop the 130nm copper process technology in the first year, firmly occupying the world's number
one throne, and successfully establishing TSMC's position as the industry leader in the semiconductor industry.
Recently, Huawei offered Xi'an Jiaotong University an annual salary of 1 million for undergraduates and 2.01 million for graduates of Huake.
Even the old employees inside Huawei complained:
"In recent years, the annual salary of doctoral special recruits has not changed for several years. I don't know how to explain it to others at this time. Why is the difference in the treatment of doctoral graduates so different?"
Let's take a look at Ren Zhengfei's original words:
1. This year we will recruit 20-30 talented young people from all over the world, and next year we want to recruit 200-300 from the world. These genius teenagers are like "loaches", invigorating our organization and activating our team.
2.Each system of the company must be adjusted to a state of charge. Don’t be organized, use everyone’s ingenuity, fight bravely, and work hard to move forward. Huawei will drag the world forward in the future and create its own standards, as long as it can be achieved. The world is the most advanced, then we are the standard, and others will approach us.
3.In the next 3-5 years, I believe that the company will have a brand new look, and all "change guns and guns", must win this "war". What is the basis for this? Depend on you.
In summary——
The competition for talents defines the world standard.
In the past few years, when foreign companies spent large sums of money to dig out Chinese talents, many people label them "unpatriotic".
Nowadays, when domestic companies spend large sums of money to dig talents, they are said to "why make so much?"
Why do you say?
Someone analyzes——
"The price of 2 million is equivalent to grabbing people from American academia and American industry. It must be the friendly price of Zuo Pengfei as a Huake alumnus, and it should actually exceed 2 million."
Unfortunately, the return of high-level talents is far from enough.
Most Chinese engineers are reluctant to come to China.
The United States knows the value of talents, and Ren Zhengfei and Huawei also know:
Some people are able to rewrite history on their own.
The shameless U.S. encirclement and suppression sanctions definitely lose all face and win back the market.
But what Chinese companies are experiencing today is also closely related to the torrent of the entire era.
For Chinese companies——
How to get out of Foxconn's "low profit" model? How can we have our own core competitiveness?
Borrow a hot search keyword on Weibo: "domestic replacement of the industry chain is imminent."
If it cannot be made locally, many excellent products, such as Huawei’s global leading Kirin series chips, will not be manufactured after September 15 and will become out of print.
This is a depressing and regrettable thing.