TSMC Reportedly Strikes Deal With U.S To Supply Chips To Huawei But With A Caveat
According to the report, “mature technology” and specifics of parts are not defined. GizChina states that, “it is generally accepted that products above the 28nm node are mature,” thus eliminating the possibility of selling 10nm, 7nm, and 5nm processes. While it does not explicitly mention mobile SoC parts, the limitation of “mature technology” could cripple Huawei’s mobile parts production, but it is probably too little, too late.
The rules in the agreement seem incredibly abstract, and that may very well be intentional. It would make sense for TSMC to bring the agreement back to the table to clarify some things, but Huawei's fate is likely sealed -- especially with regards to smartphones. We will have to see how this shakes out for Huawei in the coming weeks, and if it will affect the company's operations going forward.