According to Taiwan’s Economic Daily, Huawei has faced a strong U.S. blockade and sought support, and MediaTek is also the target of a market call that could benefit from Huawei’s chip transfer. But news broke that MediaTek was afraid to agree to Huawei in light of the impact of the U.S. ban and related human resources investment. MediaTek declined to comment on the news.
Taiwan’s semiconductor industry said Huawei had long been proactive and had made a big purchase of 5G base stations and mobile phone-related chips, including orders for additional TSMC tablets, before the U.S. expanded sanctions, to support demand for up to two years, and that demand for chip suppliers such as MediaTek should be modest in the short term.
There are concerns that MediaTek and Qualcomm may not be able to supply 5G chips to Huawei, even if the law does not explicitly provide for them, but these companies need to look at the face of the U.S. government. Zhejiang has influenced the business development of Qualcomm and MediaTek 5G.
In addition, the industry also heard that Huawei to South Korea Samsung and other companies to increase the purchase of memory chips and other news.