Domestic media reported that TSMC has issued a notice to a Chinese chip design company, announcing that starting November 11, 2024, it will be suspended to focus on artificial intelligence (AI) and graphics processors (GPUs) from November 11, 2024.Customers in the field provide chip manufacturing services for 7 nanometers (NM) and below.
According to sources, this decision does not mean that the integrated circuit (IC) design company of all mainland China will fully lose the support of TSMCs advanced process.At present, this limit is only for AI and GPU -related chip products, and chip manufacturing in the fields of mobile phones, cars and other fields is not among the control.
For the affected AI and GPU chips, TSMC stated that it will further negotiate with the US Department of Commerce to formulate specific management and control rules.In the future, eligible chip products may still continue to produce in TSMC by applying for permission.
However, for AI and GPUs in mainland China, this decision is undoubtedly a heavy blow.Losing TSMCs advanced process technical support will directly affect the product performance and market competitiveness of these companies.In the field of AI and GPUs, the advanced nature of process technology is critical to product performance. Therefore, this decision may lead to the rise in R & D costs of related companies in mainland China and delay the launch of products.
At the same time, this decision will also trigger the reorganization of the supply chain.Chip design companies in mainland China need to find new chip foundries to respond to the challenges brought by TSMC.However, due to the limited capacity of advanced processes in mainland China, it is not easy to find alternative suppliers.
Faced with this challenge, AI and GPU companies in mainland China need to actively respond.On the one hand, self -R & D efforts should be strengthened, the ability to independently innovate, and reducing the dependence on external supply chains; on the other hand, we should actively expand international cooperation, seek cooperative relationships with semiconductor companies in other countries and regions, and jointly respond to the United States of the United StatesTechnology blockade.
In addition, the government should also introduce relevant policies to support the development and upgrade of the semiconductor industry.Through policies and measures such as tax discounts and funding support, enterprises are encouraged to increase investment in R & D and promote industrial upgrading.
