Bill Gates stepped forward: At this stage, AMD and Qualcomm may "assist" Huawei.

The paper ban in the United States is now in effect. TSMC, the world's largest and most advanced chip manufacturer, is also the company with the closest cooperation with Huawei. At present, the supply of Huawei Kirin chips has stopped. Huawei's inventory chips will obviously not last long, and will soon face the dilemma of no chips available. For this matter, whether it is good or bad, in fact, we can't draw conclusions too early!

Recently, Microsoft founder Bill Gates expressed his attitude on this matter. He believes that the United States will not get any benefits from doing so, and should not refuse to cooperate just because the powerful Huawei is a China company. This shows that Bill Gates, an influential figure, supports Huawei, and so does Microsoft behind him.

In addition, the latest news is that AMD, an American processor giant, has obtained a supply license from the United States, and Huawei is one of the processor suppliers of Huawei notebook computers. In this way, Huawei's notebook business will not be significantly affected for the time being.

Of course, it can also be seen from this point that the attitude of these American companies towards Huawei is actually different from that of senior rulers. They are more concerned with win-win cooperation. After all, whoever receives Huawei's big order will benefit. Notebooks may not be as obvious as mobile phone business. Huawei consumes hundreds of millions of mobile phone chips every year. Having said that, TSMC has cut off its supply to Huawei, and Qualcomm sees hope. Huawei also indicated that it would like to use Qualcomm chips if possible. Therefore, Qualcomm is also actively applying for permission to supply Huawei.

On the surface, Huawei is very passive now, but in fact, many American companies have also been greatly affected. It is reported that the order amount brought by Huawei to chip manufacturers is expected to be around 8 billion US dollars. Such a big order is vacant, not only in Qualcomm, but also in MediaTek and Samsung. No one wants to catch it. If the United States only allows some enterprises to supply Huawei, other enterprises will not agree, which is more like the United States giving itself a difficult problem.

At this time, time is very important. Although Huawei has not yet implemented the exact way out, it has understood the importance of mastering technology and put it into practice. HarmonyOS system research and development and independent research and development of Kirin chip is the best proof. Even if we recruit lithography engineers, we may have to produce our own chips. If American companies such as Qualcomm can supply Huawei in this gap, Huawei will still make a profit. If we miss this opportunity, Huawei will not only fail, but also be forced to take the initiative in technology, and the threat of counterattack against the United States will be even greater than it is now.

It can be seen that Bill Gates may be right, and his views are more far-sighted. At this stage, AMD and Qualcomm may "help" Huawei through the crisis of supply failure. what do you think?