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Message: <blockquote data-quote="anjwj" data-source="post: 24510300" data-attributes="member: 127032">Update 2: TSMC offers good news for Huawei, others drop out of deals Although HiSilicon designs chips like the Kirin 980, the company does  not own any fabrication plants to manufacture the chips. Instead, the  company turns to TSMC, the largest semiconductor foundry, to manufacture  its chip designs. TSMC has concluded (via <a href="https://asia.nikkei.com/Spotlight/Huawei-crackdown/TSMC-offers-comfort-to-Huawei-chip-suppliers-on-deliveries" target="_blank">Nikkei Asian Review</a>)  that its chipmaking equipment is not subject to the U.S. export rules.  Thus, HiSilicon can likely continue contracting TSMC to manufacture its  chips, including the upcoming Kirin 985. Furthermore, Chinese media publication <a href="https://t.cj.sina.com.cn/articles/view/6629765716/18b2a325400100kuvm" target="_blank">Sina</a> reported earlier this year that Huawei has a permanent license to the ARMv8 instruction set (via <a href="https://www.gizguide.com/2019/05/huawei-arm-permanent-license.html?m=1" target="_blank">GizGuide</a>).  Huawei can potentially continue designing new chips based on ARMv8  depending on the terms of this contract. For example, if Huawei pays  yearly fees, needs to meet certain commitments, or simply has an ongoing  license then it’s unlikely the contract will save Huawei from the U.S.  export restrictions. On the other hand, if Huawei outright bought access  to use the ARMv8 instruction set, then perhaps the company can continue  to design new SoCs without support from ARM. Still, without support  from ARM, Huawei will not be able to use new ARM Cortex-A series CPUs,  Mali GPUs, or updates to the ARM instruction set specification. That  would put HiSilicon at a heavy disadvantage to other chip designers like  Apple, Samsung, and Qualcomm. Other hardware suppliers such as Panasonic (via <a href="https://www.cnbc.com/2019/05/23/panasonic-suspends-some-shipments-to-huawei-amid-us-blacklist.html" target="_blank">CNBC</a>) and Toshiba (via <a href="https://asia.nikkei.com/Spotlight/Huawei-crackdown/Toshiba-suspends-shipments-to-Huawei" target="_blank">Nikkei Asian Review</a>)  have suspended shipments of components to Huawei. Panasonic and Toshiba  have not confirmed which hardware components they’ve stopped supplying  to Huawei, but at least for Toshiba, we know the company supplies Huawei  with flash memory chips. <a href="https://sumahoinfo.com/post-32481" target="_blank">SumahoInfo</a>  reports that Huawei has been removed from the list of partners on the SD  Card Association’s website, which could mean that Huawei has lost the  ability to sell SD Card-compatible devices. Use of the SD Card logo,  essential patents, and SD technology require license agreements. The SD  Card Association has so far not confirmed the news. Notably, the Huawei  Mate 20 Pro, Huawei Mate 20 X, and Huawei P30 Pro are compatible with  “NM Cards,” short for NanoMemory cards, a new flash storage expansion  specification designed by Huawei. It’s unclear if NM Cards will be  affected in a situation where Huawei is no longer a licensed partner of  the SD Card Association. According to <a href="https://www.reuters.com/article/us-huawei-usa-interdigital-us/interdigital-expects-to-be-able-to-license-5g-tech-to-huawei-despite-u-s-ban-idUSKCN1SR06C?utm_source=reddit.com" target="_blank">Reuters</a>,  Interdigital and Qualcomm will likely continue to be able to license  their 5G patents to Huawei as patents aren’t covered by the new export  restrictions. Huawei’s 5G business is one of the major reasons the  company is in this mess in the first place, so it’s interesting to hear  that American companies can continue licensing 5G patents to them.<a href="https://www.xda-developers.com/arm-suspend-business-huawei/" target="_blank">https://www.xda-developers.com/arm-suspend-business-huawei/</a></blockquote>

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