Huawei will not give up chip research and development because of US sanctions

Foreign media: Huawei's next-generation flagship chip Kirin 9010 will use 3nm process

Affected by the US ban, Huawei Consumer Business CEO Yu Chengdong said in August last year that the Kirin 9000 equipped with the Mate 40 series may be the last edition of Huawei's high-end chips. However, according to a Finnish whistleblower, Huawei's next-generation Kirin processor is currently under development and design, using a 3nm process and named "Kirin 9010".

Jiwei comment: Huawei will not give up chip research and development because of US sanctions. As for whether it can use TSMC's 3nm, it depends on subsequent developments.

[Core Financing] More than 60 companies raised more than 8 billion yuan in financing, with Q4 financing focusing on four hot areas

According to public information statistics, more than 60 semiconductor-related companies received a new round of financing in the fourth quarter of 2020, and the scale of chip financing may exceed 8 billion yuan. Third-generation semiconductors, sensors, storage, and radio frequency are still hot fields. Among the companies that received a new round of financing in the fourth quarter of 2020 (excluding companies that did not disclose the specific amount of financing), 28 companies raised nearly 100 million yuan or more. Among them, SmartSens and Ecarx raised more than 1 billion yuan.

Jiwei comment: As long as the Science and Technology Innovation Board maintains its support for semiconductors, I believe the investment and financing enthusiasm in the semiconductor industry will continue.

Focus on semiconductor companies listed on the Science and Technology Innovation Board: 33 companies with a total market value of nearly 1 trillion yuan raised a total of 97.1 billion yuan in IPOs

Since the launch of the Science and Technology Innovation Board, semiconductor companies have continued to be enthusiastic about choosing the Science and Technology Innovation Board for listing. As of December 31, 2020, there are 33 semiconductor companies listed on the Science and Technology Innovation Board, accounting for 15.35% of the total number of companies listed on the Science and Technology Innovation Board, with a total market value of 995.431 billion yuan, accounting for 28.51% of the total market value of companies listed on the Science and Technology Innovation Board. Among the top 20 companies in terms of market value on the Science and Technology Innovation Board, 9 are semiconductor companies, nearly half of the total.

Jiwei Comment: 33 semiconductor companies on the Science and Technology Innovation Board plan to raise nearly 100 billion yuan, and the actual financing should be more than twice that.

Ericsson CEO: If the ban on Huawei remains in place, Ericsson will leave Sweden!

According to the Pledgetimes website, citing the Swedish Daily News, Ericsson CEO Börje Ekholm threatened in a text message to Swedish Business Minister Anna Hallberg: "If the Huawei ban remains, Ericsson will leave Sweden."

Jiwei Comment: The United States is forcing China to establish a complete full industrial chain system, and China must continue to expand its opening up and integrate with the world. Alliances will become the main competitive strategy in the future world.

TSMC and Samsung are reportedly facing difficulties in 3nm development, which may delay mass production

According to digitimes, industry insiders revealed that TSMC and Samsung have encountered different but critical bottlenecks in the development of their respective 3nm process technologies. The report said that TSMC and Samsung will therefore have to postpone the development of their 3nm process technology.

Jiwei comment: There is still some time before 3nm is officially mass-produced, so it is normal to encounter some difficulties. 3nm may be the next milestone in wafer foundry.