TSMC Halts Advanced AI Chip Production for China Amid US Restrictions
23 Sources
[1]
Taiwan Semiconductor Stock Drops as US Orders Halt on AI Chip Sales to China - Taiwan Semiconductor (NYSE:TSM)
Taiwan Semiconductor confirms compliance but seeks flexibility amid significant Chinese market share. In response to mounting U.S. pressures, Taiwan Semiconductor Manufacturing Co TSM faces new constraints from Washington, prohibiting advanced AI chip sales to mainland China. The U.S. Department
[2]
What Is Going On With Taiwan Semiconductor Stock On Tuesday? - Taiwan Semiconductor (NYSE:TSM)
Analysts expect broader restrictions on TSMC's AI chip shipments, potentially extending curbs to CPUs and auto chips. Taiwan Semiconductor Manufacturing Co TSM stock is trading lower Tuesday as Chinese chip firms anxiously await updates from Taiwan Semiconductor, concerned about expanded bans
[3]
US Asks Nvidia, Apple Supplier TSMC To Halt Shipments To China After Its Chip Was Found In Huawei AI Processor: Report - Taiwan Semiconductor (NYSE:TSM)
The U.S. has reportedly asked Nvidia, Apple's key supplier Taiwan Semiconductor Manufacturing Co TSM to halt shipments of chips used in AI applications to customers from China. What Happened: The U.S. asked TSMC to not ship the advanced chips starting Monday in a letter from the Department of
[4]
TSMC is cutting China off from its advanced AI chips
Taiwan Semiconductor Manufacturing Company (TSM+0.20%) is following U.S. efforts to curb China's artificial intelligence ambitions, reportedly telling chip design firms in the country it will stop producing their most advanced AI chips. The Taiwanese chipmaker told its Chinese customers it is no
[5]
TSMC to close door on producing advanced AI chips for China from Monday
Taiwan Semiconductor Manufacturing Company has notified Chinese chip design companies that it will suspend production of their most advanced artificial intelligence chips, as Washington continues to impede Beijing's AI ambitions. TSMC, the world's largest contract chipmaker, told Chinese customers
[6]
TSMC to stop supplying advanced AI processors for all of its China customers: Report
After unintentionally producing an AI chiplet for Huawei via a proxy, TSMC is set to stop supplying sophisticated AI processors for all of its Chinese clients from Monday, November 11, reports Financial Times, citing Ijiwei.com, which in turn cited emails sent by the foundry to its customers. This
[7]
The U.S. tells TSMC it can't send advanced AI chips to China anymore
The U.S. has reportedly ordered the world's largest chipmaker not to send its advanced artificial intelligence chips to China anymore. Taiwan Semiconductor Manufacturing Company (TSM0.00%) was told to stop shipping advanced AI chips to Chinese customers starting Monday, Reuters reported, citing an
[8]
Exclusive-US ordered TSMC to halt shipments to China of chips used in AI applications, source says
NEW YORK/SINGAPORE (Reuters) - The U.S. ordered Taiwan Semiconductor Manufacturing Co to halt shipments of advanced chips to Chinese customers that are often used in artificial intelligence applications starting Monday, according to a person familiar with the matter. The Department of Commerce
[9]
Exclusive: US ordered TSMC to halt shipments to China of chips used in AI applications
NEW YORK/SINGAPORE, Nov 9 (Reuters) - The U.S. ordered Taiwan Semiconductor Manufacturing Co (2330.TW), opens new tab to halt shipments of advanced chips to Chinese customers that are often used in artificial intelligence applications starting Monday, according to a person familiar with the
[10]
TSMC to Suspend AI Chips Production for China From November 11: Report
TSMC said it complies with all regulations including export controls Taiwan Semiconductor Manufacturing Co (TSMC) has notified Chinese chip design companies that it is suspending production of their most advanced AI chips from Monday, the Financial Times reported, citing three people familiar with
[11]
US ordered TSMC to halt shipments to China of chips used in AI applications: source
This photo shows the logo of TSMC (Taiwan Semiconductor Manufacturing Company) during the Taiwan Innotech Expo at the World Trade Center in Taipei, Taiwan, Oct. 14, 2022. AP-Yonhap The U.S. ordered Taiwan Semiconductor Manufacturing to halt shipments of advanced chips to Chinese customers that are
[12]
TSMC halts advanced chip shipments to Chinese AI companies
Move to suspend 7 nm and smaller processes follows US pressure Semiconductor giant TSMC is expected to stop supplying chips made with 7 nm or smaller processes to customers in China that are developing AI processors or GPUs. The move is reportedly to ensure it remains compliant with US export
[13]
US ordered TSMC to halt shipments to China of chips used in AI applications, source says
NEW YORK/SINGAPORE: The US ordered Taiwan Semiconductor Manufacturing Co to halt shipments of advanced chips to Chinese customers that are often used in artificial intelligence applications starting Monday, according to a person familiar with the matter. The Department of Commerce sent a letter to
[14]
US Commerce Department Restricts TSMC AI Chip and GPU Exports to China
The United States Department of Commerce has placed an export ban on Taiwan Semiconductor Manufacturing Company (TSMC), preventing the company from sending certain artificial intelligence (AI) chips and graphics processing units (GPUs) to China. This measure aims to control the flow of advanced
[15]
US Said to Have Ordered TSMC to Halt AI Chips Shipments to China
Shipments of chips of 7 nanometer or below for AI have been suspended The US ordered Taiwan Semiconductor Manufacturing Co to halt shipments of advanced chips to Chinese customers that are often used in Artificial Intelligence (AI) applications starting Monday, according to a person familiar with
[16]
U.S. ordered TSMC to halt shipments of advanced AI processors to China: Report
TSMC may not have voluntarily cut shipments of advanced AI processors to Chinese entities, as reported last week. Rather, it was ordered to do so by the U.S. government, according to a South China Morning Post report published earlier today. The U.S. Department of Commerce issued a notice to TSMC
[17]
US ordered TSMC to halt shipments to China of chips used in AI applications, source says
The U.S. ordered Taiwan Semiconductor Manufacturing Co to halt shipments of advanced chips to Chinese customers that are often used in artificial intelligence applications starting Monday, according to a person familiar with the matter. The Department of Commerce sent a letter to TSMC imposing
[18]
TSMC will stop making 7 nm chips for Chinese customers
Taiwan Semiconductor Manufacturing Company has notified Chinese chip design companies that it will suspend production of their most advanced artificial intelligence chips, as Washington continues to impede Beijing's AI ambitions. TSMC, the world's largest contract chipmaker, told Chinese customers
[19]
TSMC will reportedly stop making advanced AI chips for Chinese companies
It recently discovered that Huawei used its AI chips, which violates US sanctions. Taiwan Semiconductor Manufacturing Company (TSMC) has suspended the production of advanced AI chips for Chinese companies, according to the Financial Times. The Taiwanese semiconductor chip manufacturer has
[20]
TSMC reportedly halts advanced chip shipments to Chinese companies
After a chip manufactured by Taiwan Semiconductor Manufacturing Company was found inside a Huawei processor, the US Department of Commerce has ordered the company to halt shipments of advanced chips to Chinese customers, according to a report in Reuters. Huawei faces significant trade restrictions
[21]
U.S. ordered TSMC to halt shipments to China of chips used in AI applications, source says
The U.S. ordered Taiwan Semiconductor Manufacturing Co. to halt shipments of advanced chips to Chinese customers that are often used in artificial intelligence applications starting Monday, according to a person familiar with the matter. The Department of Commerce sent a letter to TSMC imposing
[22]
US blocks TSMC chip exports, but Apple's chips face a different threat | AppleInsider
A US order to TSMC to cut AI chip supplies to China over Huawei sanctions won't cause problems for Apple. However, Taiwan's prohibition of TSMC producing 2-nanometer chips elsewhere could make an impact. U.S. sanctions against Huawei has caused problems for TSMC over attempts by intermediaries to
[23]
The U.S. Reportedly Ordered TSMC To End 7nm And Below Shipments To Chinese Customers, As Any One Of Them Could Aid Huawei's Ambitions
TSMC recently notified various Chinese customers through email that it would no longer provide these companies with chip shipments of 7nm and below technologies, and given that Donald Trump recently won the Presidential election, we doubt that these two events are mere coincidences. According to
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Taiwan Semiconductor Manufacturing Company (TSMC) stops producing advanced AI chips for Chinese customers following US export controls, impacting China's AI ambitions and raising concerns about global semiconductor supply chains.
TSMC Complies with US Restrictions on AI Chip Sales to China
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, has announced it will halt the production of advanced AI chips for Chinese customers starting Monday, November 20, 2023. This decision comes in response to mounting pressure from the United States government to restrict China's access to cutting-edge semiconductor technology
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.Impact on Chinese Tech Companies
The new restrictions target chips manufactured using 7-nanometer or more advanced processes, which are crucial for AI and graphics processing capabilities. This move is expected to significantly impact Chinese tech giants such as Alibaba and Baidu, who have heavily invested in designing semiconductors for their AI cloud services
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.Baidu's Kunlun II processor, manufactured by TSMC using 7-nanometer technology, is particularly affected. The company had been developing these chips to support its AI business, including large model inference and training capabilities
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.TSMC's Compliance and Market Position
TSMC has confirmed its commitment to complying with international laws and export controls. The company's decision is driven by a combination of factors, including the need to improve internal controls following an ongoing probe into how its chips ended up in a Huawei AI device, and anticipation of further US export controls
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.Despite the restrictions, TSMC's revenue is not expected to be significantly impacted. In October 2023, the company reported a 29.2% increase in revenue to NT$314 billion ($9.8 billion)
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.US Government's Role and Future Implications
The U.S. Department of Commerce has been instrumental in implementing these restrictions, reflecting ongoing efforts to limit China's access to vital technological resources. The move follows similar restrictions imposed on Nvidia and AMD in 2022, which were later formalized into rules
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.Analysts suggest that TSMC may seek flexibility in areas less impacted by the restrictions, given that mainland China accounted for 11% of the company's third-quarter revenue
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Global Semiconductor Industry Dynamics
The restrictions on TSMC highlight the complex geopolitical landscape of the global semiconductor industry. Other major players, such as ASML Holding NV, face similar challenges in balancing regulatory compliance with market demands
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.Meanwhile, China has been working to reduce its reliance on foreign suppliers. The country's domestic chip production has surged, with self-sufficiency rising from about 33% in 2013 to almost 80% by mid-2024
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.TSMC's US Investments and Political Considerations
Despite the tensions, TSMC has reaffirmed its commitment to a $65 billion investment in the United States, including advanced chip production facilities in Arizona. The company is proceeding with these plans despite potential political uncertainties, such as Donald Trump's critical remarks about Taiwan's semiconductor role
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.TSMC's decision to implement these restrictions is partly seen as a proactive measure to demonstrate compliance with US interests, especially in light of potential scrutiny from a future Trump administration
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