Since September 15, Huawei found itself in an artificially created “technovacuum”: from that day on, obeying new U.S. sanctions, semiconductor manufacturers stopped shipping their products to the Chinese company. Huawei tried its best to stockpile various processors and memory chips, but it was difficult to do within the allotted time: with the Kirin 9000 single-chip platforms for the flagship Mate 40 smartphones, it turned out to be slightly more than half.
As the source writes, Huawei expected to get from TSMC – the main manufacturer of single-chip systems for this Chinese company – 15 million Kirin 9000. But in reality, in a short time due to sanctions (about 4 months), TSMC was able to ship only 8.8 million. This is even less than the forecasts of insiders and analysts – those said about 10 million SoC. In general, there is a shortage. And given how popular models of the line Mate at home, it may happen that the international market will offer devices in very limited quantities.
And here’s another interesting news, which is given by the source. It turns out that 12-inch semiconductor wafers with 5-nanometer SoC are more than one and a half times more expensive than similar wafers with 7-nanometer SoC: $ 16998 against $ 9346! But the price of SoC differs only by $5: $238 (5 nm) vs. $233 (7 nm)! This is the kind of interesting economy you get.