BEIJING, June 23 (Reuters) - Huawei Technologies' new
MateBook Fold laptop is powered by an older-generation chip made
by SMIC, highlighting how U.S. export curbs are
hindering China's top foundry from advancing to next-generation
semiconductor manufacturing, Canadian research firm TechInsights
said on Monday.
There was widespread speculation in the industry that Huawei
would use SMIC's newer 5nm-equivalent N+3 process node
chip in the MateBook Fold that, according to TechInsights, marks
Huawei's "most aggressive entrance into full-stack computing;
chip design, OS development, and hardware integration".
However, the laptop instead features the Kirin X90 chip,
built on the same 7nm N+2 process node that was first introduced
in August 2023, TechInsights said in a report.
"This likely means that SMIC has not yet achieved a 5nm
equivalent node that can be produced at scale," it said.
"U.S.-imposed technology controls are likely continuing to
impact SMIC's ability to catch-up to current foundry leaders in
more advanced nodes across chips for mobile, PCs, and cloud/AI
applications," TechInsights added.
The MateBook Fold, which does not have a physical keyboard
and features an 18-inch OLED double screen, was one of two new
laptops Huawei launched last month. The devices are part of
Huawei's broader push to build a self-reliant ecosystem amid
U.S. efforts to limit its access to advanced chips.
The laptops are the first to be sold with Huawei's Harmony
operating system. It has not officially disclosed the processor
used, though past models have used Intel ( INTC ) chips.
Huawei did not immediately respond to a request for comment.
Reuters reported last year that the U.S. revoked licences
that had allowed companies including Intel ( INTC ) and Qualcomm ( QCOM )
to ship chips used for laptops and handsets to Huawei.
The U.S. curbs limited SMIC's access to advanced chipmaking
tools, including extreme ultraviolet lithography. China-based
foundries have to now rely on less efficient multi-patterning
techniques that reduce yield, the report said.
The report noted that Huawei's 7nm chip is several
generations behind those used by Apple ( AAPL ), Qualcomm ( QCOM ), and
AMD. It added that China remains at least three
generations behind the global semiconductor frontier, as
foundries like TSMC and Intel ( INTC ) prepare to roll out 2nm process
technology within the next 12 to 24 months.
Earlier this month, Huawei CEO Ren Zhengfei told Chinese
state media that Huawei's chips were just one generation behind
that of U.S. peers but the firm was finding ways to improve
performance through methods such as cluster computing.