The company’s Mate 60 Pro is powered by SMIC’s 7nm chips, according to analysis that TechInsights conducted for Bloomberg News
Huawei Technologies Co. and China’s top chipmaker have built an advanced 7-nanometer processor to power its latest smartphone, a sign Beijing is making early progress in a nationwide push to circumvent US efforts to contain its ascent.
Huawei’s Mate 60 Pro is powered by a new Kirin 9000s chip that was fabricated in China by Semiconductor Manufacturing International Corp., according to a teardown of the handset that TechInsights conducted for Bloomberg News. The processor is the first to utilize SMIC’s most advanced 7nm technology and suggests the Chinese government is making some headway in attempts to build a domestic chip ecosystem, according to the research firm.
Much remains unknown about SMIC and Huawei’s progress, including whether they can make chips in volume or at reasonable cost. But the Mate 60 silicon raises questions about the efficacy of a US-led global campaign to prevent China’s access to cutting-edge technology, driven by fears it could be used to boost Chinese military capabilities.
With its export controls last year, the US administration tried to draw a line at preventing China from getting access to 14nm chips, or about eight years behind the most advanced technology. The US had also blacklisted both Huawei and SMIC. Now China has demonstrated it can produce at least limited quantities of chips five years behind the cutting-edge, inching closer to its objective of self-sufficiency in the critical area of semiconductors.
“It's a pretty important statement for China,” TechInsights Vice Chair Dan Hutcheson said. “SMIC’s technology advances are on an accelerated trajectory, and appear to have addressed yield-impacting issues in their 7nm technology.”
The teardown by TechInsights -- which has spent decades investigating the electronic innards of hundreds of devices for some of the world's biggest tech firms -- represents the most authoritative analysis of the Mate 60 Pro's components since its abrupt introduction ignited a frenzy of speculation. Huawei quietly released the phone online last week without detailing key specifications, like the processor design or the wireless connection speeds. It came during a visit to China by US Commerce Secretary Gina Raimondo, whose agency imposed many of the key export controls on China.
The phone has sparked speculation because Huawei is at the center of Washington-Beijing tensions, the target of sanctions over allegations it aids China’s military. Once the world’s biggest telecommunications provider, it’s been pulling out the stops to research alternatives to American circuitry since the Trump administration added Huawei to its Entities List in 2019.
The Mate 60 advance could reset the contest for tech supremacy, as it suggests Huawei is able to come close to, though not quite match, the fastest mobile devices using a chip that’s designed and produced in China. Testing by Bloomberg News showed the Mate 60 Pro capable of cellular speeds on a par with 5G devices like Apple Inc.’s latest iPhones.
It also raises questions about SMIC’s compliance with US rules stipulating that any company intending to supply Huawei using American technology — which is present throughout SMIC’s operations — must obtain Washington’s approval.
Representatives for Huawei and SMIC did not respond to several requests for comments about the phone’s specs since its release last week. Huawei has said only that the Mate 60 Pro is the most powerful Mate device yet. The Commerce Department did not respond to queries about whether SMIC’s supply of 7nm chips to Huawei violates sanctions.
Even at its most advanced, Chinese chipmaking has a performance gap to make up, as the main processor in the Mate 60 Pro is two generations behind the latest technology, according to the teardown by TechInsights, whose findings lent weight to unsubstantiated reports posted by amateur technicians, bloggers and influencers on Chinese social media.
Apple’s current iPhones are built at 4nm and next week it will introduce a new flagship iPhone powered by a 3nm chip.
Shenzhen-based Huawei and Shanghai-based SMIC may already be approaching the ceiling of what they can achieve without more advanced chipmaking machinery. To move beyond 7nm, iPhone supplier Taiwan Semiconductor Manufacturing Co. utilizes extreme ultraviolet lithography machines from ASML Holding NV. China is completely prohibited from importing those machines.
It is unclear how many units of the new device Huawei intends to produce. The Mate 60 Pro sold out almost immediately and appears to have been available in very limited quantities. It was welcomed with an outburst of patriotic fervor across Chinese social media, and national outlets like CCTV and the Global Times lauded it as a symbol of China’s irrepressible spirit.
Huawei’s consumer business took a heavy blow after the company was cut off from chipmakers like TSMC three years ago, when its smartphones were the clear growth driver for one of China’s biggest tech manufacturers. Its consumer sales are now less than half the size they were before the sanctions took effect, and the company has shifted its focus to developing technology for enterprise, cloud and automotive applications.
Analysts at Jefferies, including Edison Lee, cautioned that Huawei’s Mate 60 may not signal the kind of progress in chips as it first appears. They wrote that selling out of Huawei's phones in hours suggests limited inventory. They also suggested that Huawei may be powering some Mate 60s with chips from TSMC, which it had stockpiled before the US cut off such purchases. In a report entitled “Huawei Mate 60 Pro: More Myths Than Fact,” the Jefferies team said it thinks China can produce only a “very small” volume of 7nm chips.
the story is monkey king escapes from the mountain, not necessary to be 2 nm .............it is a great story when the underdog triumphs over the great satan.
In the form of DNA, nature shows how data can be stored in a space-saving and long-term manner. Bioinformatics specialists are developing DNA chips for computer technology. Researchers show how a combination of molecular biology, nanotechnology, novel polymers, electronics and automation, coupled with systematic development, could make DNA data storage useful for everyday use possible in a few years.
去年同期脱售联号公司所有股权录得1亿3130万令吉一次性收益,托高了对比基数 One-off exceptional gain on deemed disposal of equity interest in associate companies of RM 131.3 million.
Do anyone know what is deemed disposal?
Associated co - Inari completed private placement of 10% share at RM 3.10, way above its NTA per share, & insas needs to account for its equity accounting (Inari) share of share capital/reserve increase of RM 131.3 million, purely accounting treatment in compliance with FRS
Remember when Jaks dispose JSB 51% equity in JIC (Net liabilities of RM174.4 million) to ICD for consideration of RM 1.00 and report RM 71.89 million accounting gain but later need to write off the intercompany receivables from JIC as impairment losses.
Proposed Disposal is expected to contribute positively to the consolidated earnings and EPS of JRB for the FYE 31 December 2020. JRB Group is expected to realise a gain of approximately RM71.89 million from the Proposed Disposal against the audited NL of JIC as at FYE 31 December 2019 of approximately RM140.95 million
3.) Why Insas keep selling Profitable business ( from AGM 2021 n AGM 2022 ) eg : Singapore business … then RTO M&A from 100 % holding to 53.7 % upon completion..
> > Current Insaf Dividend Yield is 3.05 % … after RTO M&A with 53.7 % .. will be more generous ke or Stingy ke ???
5.) On Associate Company Divfex ( formerly DGSB ) .. Insaf increased holding from 19.97 % to 25.72 % … Regularisation Plan time frame submission in another 2 months as posted earlier ( Since 2020 loh ) .. By July 2023 ..
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
stockraider
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Posted by stockraider > 2023-09-04 19:46 | Report Abuse
Insas steadily gain small everyday loh!
Got opportunity to make very big big loh!
Can buy insas mother or warrant mah!
Insas mother for the pure fundamentalist mah!
Insas warrant for the dynamic aggressive investor loh!
Both odds of wining veli high mah!