How Huawei's new chip changes the US-China tech landscape

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How Huawei's new chip changes the US-China tech landscape
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Huawei's Mate 60 Pro is shaking up the US-China tech rivalry. With China-made Kirin 9000s chip, the smartphone defies US sanctions, putting Washington on alert.

Chinese state media have touted the phone as a triumph against US restrictions, but both Huawei and the Beijing government have been notably reticent about disclosing technical details. Some teardown articles discussing the phone’s internals have been mysteriously removed from Chinese social media platforms.

Dan Hutcheson, vice chair of TechInsights, cautions that the phone's success could trigger “even greater restrictions than those that exist today” on China's tech industry. Currently, China is prohibited from acquiring advanced extreme ultraviolet lithography tools from Dutch supplier ASML, critical for next-generation chip manufacturing.The new chip could trigger "even greater restrictions than those that exist today" in China.

The Kirin 9000s is the first processor to use SMIC’s new 7nm technology, while the industry is gearing up for 3nm chips as early as next year. As per current standards, the latest chips in the Android and iOS worlds are currently based on the 4nm process; for example, Apple's flagship A16 Bionic or Qualcomm's Snapdragon 8 Gen 2 processor. Both are likely to jump into the 3nm process in their next announcement, with new handsets featuring the new chips rolling out as early as Q1 2024.

Sullivan, during a White House briefing, argued that the United States should maintain its policy of imposing technology restrictions only on nationalThe US may also have to grapple with its own domestic divide on the effectiveness of its sanctions. US firms like Qualcomm and Nvidia may advocate for reduced sanctions, contending that stringent restrictions have inadvertently empowered China's quest for technological self-reliance while denting American commercial interests.

Mate 60 Pro出貨預估顯著提升,華為對產業與股市的不可忽視之影響力回歸中 — Part 1 / Mate 60 Pro shipment estimates have increased significantly; Huawei’s undeniable influence on the industries and stock markets is coming back — Part 1

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