International electronic business information learned from foreign media that TSMC recently announced at the second quarter performance briefing that if the United States has no intention of "relaxing", TSMC does not intend to continue to supply Huawei after the ban takes effect on September 14... International E-commerce information learned from Reuters that TSMC revealed at its second-quarter performance briefing on Thursday that due to the US government’s ban on China’s Huawei, TSMC has not accepted any more orders from Huawei since May 15th. , And if the sanctions imposed by the US government on Huawei remain unchanged in the future, the company will stop supplying Huawei after September 14. On May 15, 2020, the U.S. government issued the latest ban. Any company that supplies semiconductor products containing U.S. technology to Huawei must first obtain an export license from the U.S. government. It is reported that the US Department of Commerce has set a 120-day buffer period for the ban, and the new regulations will officially take effect on September 15. Orders before the announcement of the ban (to be delivered within the deadline) are not subject to the ban. But now, TSMC, which has not applied for and obtained a license from the U.S. government, can no longer process any new orders from Huawei and Huawei’s HiSilicon semiconductor company from May 15th, and must replace the original ones before September 14th. Order completed. It is worth mentioning that at the end of June, there was news that TSMC had already overtaken Huawei HiSilicon’s order and it is expected to complete the delivery within the deadline (TSMC is rumored to stop Huawei’s 5nm production and receive a large order from Qualcomm). At the same time, a TSMC spokesperson also emphasized that the above situation is only based on the existing US government ban, but it is not clear whether there will be new changes to the ban. It is understood that at the performance briefing meeting that day, TSMC raised its industry and company operating outlook. TSMC President Wei Zhejia said that due to the strong momentum of 5G-related applications, it will continue to drive the growth of the semiconductor industry. It is estimated that the output value of the semiconductor industry (excluding memory) this year will be flat to a small growth; the foundry output value is estimated to increase by 14-19% annually. At the same time, the 5G mobile phone penetration rate is estimated. TSMC predicts that this year's 5G mobile phone penetration rate will reach 17-19%, which is higher than the previous estimate of 15%. However, this year's global mobile phone shipments have been revised down slightly, from the originally estimated decline of 7-9% to 11-13%. In addition, TSMC also revealed that its 3nm process is expected to risk mass production in 2021 and mass production in the second half of 2022. Compared with the 5nm process, 3nm will bring a 70% increase in density, 10%-15% rate gain, and 20-25%. The power increase. Earlier, foreign media reported that after the US ban, Huawei has stockpiled up to two years of US "key chips", mainly concentrated in the CPU and Xilinx programmable chips produced by Intel for servers. These chips are the "most important components" of Huawei's base station business and emerging cloud business. However, Huawei did not give a direct response to this. It is worth noting that at the financial report meeting at the end of March this year, Huawei’s rotating CEO Zhijun Xu publicly stated that if the United States prohibits chip manufacturers from using American equipment, materials, and software to manufacture HiSilicon-designed products, Huawei can still use Samsung, MediaTek and Ziguang Zhanrui purchased the chip. According to Huawei's financial report, at the end of 2019, Huawei's raw materials item increased by 65% ​​compared with the end of 2018, accounting for 35% of all inventories, with a total value of 58.42 billion yuan. The data was 35.448 billion yuan at the end of 2018, an increase of more than 86% from 19.05 billion yuan at the end of 2017.