It is said that Microsoft has obtained the supply license for Xianghua! Will Huawei usher in the full lifting of the ban?

11 month 6 Daily news , According to the British financial times , Recently, Microsoft's application to supply goods to China has been approved by the U.S. Department of Commerce , Microsoft Windows The operating system can continue to be licensed to Huawei . And before that Intel、AMD、 samsung Display、 SONY 、Skyworks And other upstream component suppliers have obtained the permission to resume supply to Huawei .

But even so , The key master required by Huawei's mobile phone business SoC chip 、 Memory chip 、 The supply of key devices such as flash memory chips has not been restored . Although there have been rumors that , TSMC may get permission , We can continue to supply some non advanced products to Huawei . But at present, the news has not been confirmed by TSMC . Even if TSMC gets the license , It just means that some self-developed chips of Huawei Hisilicon that are not based on advanced manufacturing processes can be resumed , But we need to use advanced self-developed mobile phone chips 、AI Chip and 5G Base station chips will still be limited .

in addition , According to a source , The application of Qualcomm and MediaTek to supply Huawei is also close to approval . But from some previous revelations , They probably can only supply 4G chip ,5G The supply of chips will still be limited .

Although recently, the United States has gradually liberalized the licenses of many manufacturers to supply to China , But this does not mean that the United States has given up its crackdown on Huawei . The move of the United States may be more to reduce the negative impact on domestic enterprises and allied enterprises caused by the suppression of Huawei . However, some people still think , Judging from the current election situation in the United States , Biden is very likely to be elected the next president of the United States , And after Biden was elected , Sino US relations are expected to ease , It is expected that the blockade on Huawei will be fully liberalized .

But in the view of smart core , Which candidate in the United States, whether Republican or democratic, came to power , Its strategy to suppress China will not change , It's just different means and intensity . The so-called comprehensive liberalization of sanctions against Huawei does not exist , We should not have such illusions about the United States . You should practice your internal skill hard , Enhance the comprehensive strength of the local semiconductor industry chain .

edit ： Smart core - Woods