Will the ban with huawei lead to China developing their own chipsets for Huawei phones

The ban on Huawei's access to US semiconductor technology has led to China's government-backed initiative for semiconductor self-reliance, with Huawei and SMIC at the forefront. This initiative aims to reduce China's dependence on foreign technology, particularly in the areas of chip design and manufacturing equipment.

As a result, Huawei has turned to Chinese companies like SMIC to manufacture its chips, and SMIC has manufactured the new chips for Huawei's Mate 60 Pro smartphone. This collaboration has raised questions about the effectiveness of US export controls on Huawei and China's broader semiconductor industry.

While China has made progress in developing its own chip industry, it still lags behind the global state of the art. The gap between China and the rest of the world has narrowed, even despite the hurdles that the US government has attempted to place in SMIC's way. However, the Huawei ban has accelerated China's drive for self-reliance in the semiconductor sector.

In conclusion, the ban with Huawei has led to an increased focus on China developing its own chipsets for Huawei phones, driven by the need for self-reliance and protectionism. This has led to collaboration between Chinese companies like SMIC and Huawei, and has implications for the global semiconductor industry.