Apple, HiSilicon/Huawei, and SMIC

If you have anything to do with the semiconductor industry, two big stories recently have been the new Huawei phone, and the new Apple iPhone.

Let’s start with the Huawei phone, the Mate 60 Pro, and its application processor chip, the Kirin 9000S. This chip is presumably designed by HiSilicon, Huawei’s wholly-owned chip design company. It is manufactured…