Source: Global Times
[Global Times Comprehensive Report] According to Reuters reported on the 10th, the US Department of Commerce sent a letter to TSMC and requested to stop from 11th to stop from the 11th.Supply 7 nanometer and more advanced AI chips to mainland Chinese customers.This export restriction measures are mainly for artificial intelligence accelerators and chips for graphics processing units (GPUs).
TSMC
It is reported that the letter from the US Department of Commerce allows the United StatesThe process of formulation of the rules and quickly implement new license requirements for specific companies.
In this regard, the US Department of Commerce refused to comment.According to sources, TSMC notified the affected customers who will suspend the related chip from the 11th.According to the "Nikkei Asian Review", the latest control measures are limited to AI/GPU -related chips, and chips used for mobile phones, cars and communications are not affected.
According to Reuters earlier, a few weeks ago, TSMC notified the US Department of Commerce that its products were found to be installed in a product of a mainland manufacturer, which may violate the US manufacturers to the manufacturers manufacturer to the manufacturer.Export restrictions.Reuters said the manufacturer is the core goal of the United States to implement such restrictions.
According to the New York Times reported on the 11th, TSMC will review the order while stopping the supply to ensure that it meets the US regulations.
Industry insiders believe that this incident once again highlights the USs hegemony in the global science and technology field.In recent years, the United States has continued to increase the limitation of chips.The country prevented US companies selling advanced artificial intelligence chips in China, etc.
The New York Times stated that the US government implemented restrictions on TSMC in October 2023, requiring the company to verify that the chip orders from mainland China must not exceed specific parameters, otherwise they must be from the United States from the United States.The government has obtained a special permission to manufacture these chips.The report also said that since the US government restricted chip exports, TSMCs income from mainland companies has been reduced by almost half.
Jiwei Consulting senior analyst Wang Lingfeng said in an interview with the Global Times reporter on the 11th that the incident reflected that TSMC still didEssenceAs TSMC built factories in the United States, its commercial activities were affected by the United States.He believes that disconnecting the artificial intelligence and GPU -related enterprises in the mainland will bring certain production capacity problems in the short term.However, the incident will further promote the climbing of local advanced production capacity and yields, and forcing the acceleration and improvement of industrial chain such as equipment and materials.(Xiao Zhendong)
