A Canadian firm’s teardown report of an artificial intelligence (AI) offering by Huawei Technologies has raised fresh questions about whether the Chinese tech giant skirted US sanctions by using a chip made by the world’s most advanced fab, a development that could lead to further scrutiny.
TechInsights, an Ottawa-based semiconductor industry research firm, published the report last week detailing its teardown of Huawei’s most popular AI processor, the Ascend 910B. The firm attempted to identify the chip components known as dies, which contain the integrated circuits, and their manufacturers. The report was made available to subscribers only.
TSMC’s headquarters in Hsinchu, Taiwan, on July 5, 2023. The company says it has not sold chips to Huawei since September 2020. Photo: AFP
TSMC said it has not supplied chips to Huawei since September 2020 and is not under investigation. The Taiwanese chip maker notified Washington that one of its chips had been found in a Huawei product after the TechInsights report was published, Reuters reported on Wednesday, citing people familiar with the matter.
Huawei said in a statement on Wednesday that it has not produced any chips via TSMC since 2020.
Huawei has emerged as China’s national champion in the country’s self-sufficiency drive to cut its reliance on American technology. The Shenzhen-based tech giant had already been designing its own chips under its HiSilicon subsidiary when it was sanctioned in 2019, and it ramped up self-sufficiency efforts after US restrictions were expanded in 2020.
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