gambit
PROFESSIONAL
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- Apr 28, 2009
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You do not see the problem for the customer that you just posted?The problem is that what he is Quoting doesn't even apply to OEM companies like Huawei,...
Hisilicon design most of Huawei chips from the Power management to the modem to the SOCs, those chips are fab in multiple fabs inside China and by TSMC, therefor different manufacturing quality, those chips are not sold to anyone except Huawei products and still Huawei manage to make world class products.
See this wafer map...???
I can walk into any semicon manufacturing company, including Huawei and even foundry contractors like TSMC, and have a meaningful conversation with any process engineer regarding what happened on the upper left quadrant. Is it hardware, software, or product related? Can you say the same? I will even be generous and give you a hint: edge dies.
The US ban affects foundry contractors like TSMC who works for Huawei. As a customer, I may not have the right to see your process recipes, but every manufacturer will give me info on how its semicon products are made. If I believe that your products are 'world class', it is because I seen enough of the equipment involved, the education of your engineers, the training of your line workers, the ISO cleanliness of your production floor, and the list is long.
Regarding the wafer map. If I find out that batch came from a production line that involves equipment that are not commonly accepted in the industry, such as from equipment suppliers like Advantest or TEL or Applied Materials, I can cancel our contract and there is nothing you can do about it because our contract stipulated that you are allowed to use only established industry equipment, not just your products pass benchmarks testing. You think that foundries can use any equipment they want? Why do you think the US ban had such a shock to the industry in the first place?
If I bought 1000 of your routers in the past, it is because I have done my homework regarding how your routers are made. Now I found out you made your own chips and installed them in the routers in our next contract? Your other customers may have blind trust in you, but do not expect the same from me. You did not tell me of the change so consider our next contract cancelled. Do you really believe this sort of thing never happened in the semicon industry?
You have 24 hrs to tell me if the problem on that wafer came from hardware, software, or product related, or even combinations of all three. And your answer had better be good because my bullshit meter works very well.