According to Juheng.com, after the US government announced the latest ban on Huawei on May 15, the industry can submit relevant comments before July 14. It is reported that TSMC, the leading foundry of wafer foundry, has submitted a letter of submission to the United States, striving for sustainable shipment of Huawei products after the grace period and renewed life for Huawei products.

As the second largest customer of TSMC, Huawei accounts for nearly 15% of TSMC's revenue, and it is also one of the important customers of the latter's advanced manufacturing process. TSMC Chairman Liu Deyin has repeatedly reiterated at the shareholders' meeting that he will strive to ship Huawei. TSMC continues to observe the purpose of the US ban and the extent of the ban.

Taiwan media pointed out that it has recently been reported that TSMC has submitted a submission to the United States, and that US President Trump is facing pressure to run for re-election. Industry insiders interpreted that if TSMC could ship Huawei continuously, the original chip market forecast for chip changes will be faced again. Change once.

The industry believes that if TSMC can continue to manufacture chips for Huawei, Huawei will maintain the proportion of home-made chips and reduce the demand for foundry, which will not benefit MediaTek, which was expected to increase its market share.

In addition, under the influence of the Huawei ban, American chip manufacturers faced the dilemma of being unable to ship. They could only watch the market share of non-US manufacturers grow, and their own market share was stagnant. Invisible pressure.

Foreign investors recently issued a report saying that the US ban is not a positive message for the operation and long-term development of US chip manufacturers, but Qualcomm continues to communicate with the US. The report pointed out that Qualcomm's increased confidence in restoring shipments also means that if the US government agrees that Qualcomm will resume shipments to Huawei, it may change the layout of mobile phone chip manufacturers' market share, thus causing high market attention.