TSMC is clearly aligned with the US government. This is a Taiwanese company The largest manufacturer of integrated circuits Planet, the US administration has committed to Ensure compliance with export controls. TSMC has been working closely with the US Department of Commerce since October 2022. The penalties were extended Practically the entire Chinese semiconductor industry.
Despite how sensitive the current situation is, TSMC still has customers in China. Until a few days ago, it continued to manufacture chips for each other artificial intelligence (AI), although its commitment to the United States led it to inform them that it would not continue to manufacture artificial intelligence chips or high-performance computing processors for them. What it continues to produce for its Chinese customers are semiconductors for electric cars and smartphones. yet.
China suspects that the United States will tighten its sanctions to harm its industries
according to SCMP Chinese companies suspect that the United States is preparing a new package of sanctions that could seriously damage the technology and electric car industries. TSMC no longer produces AI chips manufactured at its 7nm node or with more advanced lithography for many of its Chinese customers, and in these circumstances Chinese companies fear that the US ban will end to include more types of integrated circuits.
Chinese companies fear TSMC will stop making its advanced central processing units (CPUs), self-driving chips, and advanced mobile phone integrated circuits.
So much so that mainland Chinese companies fear TSMC will stop manufacturing their advanced general-purpose processors, self-driving chips, integrated circuits for high-end mobile phones and laptops. Other highly sought after semiconductors In the country led by Xi Jinping. In light of the current state of tension between the United States and China, this scenario has great credibility, and if these new sanctions take hold, the Chinese technology industry and the electric vehicle industry could suffer serious damage.
It is important not to overlook that currently no Chinese IC manufacturer has advanced lithography nodes like those produced by TSMC. SMIC (International Semiconductor Manufacturing Company) has the ability to manufacture 7-nm chips, and Maybe 5nmresort to Multiple decorationBut this technology makes the price of integrated circuits much more expensive and does not allow them to be produced in huge quantities.
Under these circumstances, Chinese companies affected by these supposed US sanctions in the future will suffer. Reasonably reliable Taiwanese consulting firm TrendForce convinced about what This ban will come soon. If that happens, we will see how the Xi Jinping administration reacts.
Image | TSMC
More information | SCMP
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