According to the ban, TSMC will not be able to do any business with Huawei on September 15, which means that TSMC will not be able to continue to contract for Kirin processors.
According to the news, Huawei delivery of orders to TSMC is 15 million, but due to production time constraints, before stopping production, the order was not fully completed, and only 8.8 million eventually.
Certainly, the above information has not been confirmed by TSMC and Huawei.
Yu Chengdong, CEO of Huawei's consumer business, delivered a speech at the 2020 summit of China's 100 people's Conference on information technology in August. Yu Chengdong, CEO of Huawei's consumer business, said that the Kirin chip on mate40 may be the last generation of Huawei's own production, and Kirin's flagship chip will be out of print by then.
The current situation is that if the ban is not relaxed, the previously stocked Kirin 9000 processor will not be replenished after consumption.
It should also be noted that the upstream supply chain also exposed the cost per chip of TSMC's 5nm wafer, which is much higher than that of the same company's 7Nm wafer.
Based on United States CSET calculations,The 12-inch wafer made with TSMC 5 nm counter costs about $169880, much more than $9346 nm 7, but the contract price for a single chip is only $238,$5 more than $233 in 7 nm.