Huawei’s 5G chip breakthrough needs a reality check
But the sanctions also cut HiSilicon off from the global network of factories (called “foundries” or “fabs” in the semiconductor industry) that are vital in manufacturing and testing the products. TSMC, the Taiwanese chip fab that was making chips for HiSilicon at the time, stopped supplying it in 2020. This further narrowed the options for Huawei. It could only turn to Chinese fabs, and that was a costly and time-consuming process. “Anytime you’ve designed a chip in a fab and then, for some reason, you cannot source…