EETOP News, according to Taiwans "Economic Daily" report, the US export control measures have been further upgraded, not only rumors, Related orders.
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This upgrade measure almost determines that the AI/GPUs and ASIC -specific manufacturers in mainland China will not be able to obtain the production capacity of advanced processes of 7 nanometers and below in the short term.In addition, Intels IFS business is also limited by regulations and cannot provide services to relevant manufacturers.
It is worth noting that TSMC has been exposed to all AI customers in mainland China. From November 11, it will suspend the supply of 7 nanometer and more advanced process technologies.At the same time, Samsungs wafer foundry department also issued a similar notice to customers, which have caused widespread discussion in the industry.
It is reported that industry analysis believes that although Mainland China has made certain progress in the 7 -nanometer process, due to the low yield and the actual output is limited.Even without cost use of DUV (deep -ultraviolet light) technology, in the field of AI and GPU applications, the willingness of commercial customers to vote is not high.Therefore, TSMC and Samsungs suspension of receiving orders due to restrictions on regulations will undoubtedly have a big blow to the operation of AI/ASIC manufacturers in mainland China.
In addition, if this news is true, it will be a heavy record for Samsung.The reason is that Samsung lacks the support of European and American customers in the field of 7 nanometers and more advanced process technology, and a large part of its 4 -nanometer, 5nm, and 7 -nanometer capacity is exactly the chip design company of Chinas without wafers.EssenceIt is particularly worth mentioning that Samsungs first -generation 3 -nanometer process (about 60%of the yield) is the only big customer of a cryptocurrency ASIC chip manufacturer in China.However, as the United States implements trade restrictions on the Chinese semiconductor industry, Samsung has lost some Chinese customers, which undoubtedly exacerbates the challenges it is facing.
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