On: AMD Expected to Become TSMC's Second Largest Customer

[lucian1900]

Huawei end up having to use SMIC, so less business for TSMC.

[danielEM → lucian1900]

SMIC barelly can do 28nm chips, so Huawei is actually out of consumer mobile business for quite a while. No one that counts will produce chips for them, no one will sell the technology. With SMIC they gonna have to expand a line of products demanding less computation power in order to survive.

[lucian1900 → danielEM]

28nm is perfectly fine for networking gear, which is arguably still a bigger business for Huawei.