Huawei’s HiSilicon subsidiary is fabbing its chipsets and modems at the TSMC foundries and it will continue to do so. A TSMC spokesperson said that the company will continue working with Huawei, despite many others cutting ties.
Among them is ARM. The Kirin chipsets use ARM designs for both the CPU (Cortex) and GPU (Mali), so this is a huge blow. However, HiSilicon should still be able to produce current models and perhaps even the next chipset in the pipeline.
A source at ARM told the BBC that the Kirin 985 should be unaffected by the ban. This chip was most likely bound for the Huawei Mate 30 phones, but without Android their future is uncertain.
In January Huawei unveiled the Tiangan, the world’s first 5G core chip, which is used in Huawei 5G base stations. However, this chip includes ARM designs, so now the company’s network business is in jeopardy just as carriers around the world are building out their 5G networks.