In the ave of the news that Trump administration has forbidden TSMC to have Huawei as its customer, Huawei seems to be exploring new options for sourcing the best performing mobile processors. As the company has turned to the Chinese SMIC semiconductor factory, it still needs a backup plan in the case of Chinese semiconductor manufacturing flops. So to combat US sanctions, Huawei will use already made chips form the US company - Qualcomm. By sourcing the processors from Qualcomm, Huawei is losing some benefits of customs design like better system integration, however, it will gain quite powerful mobile processors. As Qualcomm is known for providing the fastest processors for Android smartphones, Huawei has ensured that it remains competitive. Qualcomm is reportedly now negotiating with the US government about delivering the chips to Huawei, and if it is allowed, Qualcomm will gain a big customer.

As we are getting close to the launch of RDNA 2 based GPUs, which are supposedly coming in September this year, the number of rumors is starting to increase. Today, a new rumor coming from the Chinese forum Chiphell is coming our way. A user called "wjm47196" known for providing rumors and all kinds of pieces of information has specified that AMD's RDNA 2 based "Big Navi" GPU will come in two configurations - 12 GB and 16 GB VRAM variants. Being that that is Navi 21 chip, which represents the top-end GPU, it is logical that AMD has put a higher amount of VRAM like 12 GB and 16 GB. It is possible that AMD could separate the two variants like NVIDIA has done with GeForce RTX 2080 Ti and Titan RTX, so the 16 GB variant is a bit faster, possibly featuring a higher number of streaming processors.

The US is one of the leading countries when it comes to chip design technologies and know-how; however, when it comes to actual manufacturing those designs, it's fallen from grace in recent years. Once the leader in both design and manufacturing, nowadays the US can only claim some 12% of the world's semiconductor production. The rest of it is mainly produced in Asia, where TSMC stands as the industry juggernaut, with other companies stretching across Taiwan, Japan, and most recently (and surging) China - the country has more than doubled its 300 mm manufacturing sites since 2017. This places some strain on the US' dependence from foreign shipments; and the country is looking to bridge that gap in its perceived national interests by investing heavily in silicon manufacturing to be brought back to the country. Recent slippages from Intel when it comes to keeping its manufacturing lead have apparently also instilled preoccupation amongst US policy makers.