TSMC is currently rumoured to limit orders below 16nm from Chinese IC design companies, indicating that the Taiwanese giant is now more cautious about China.
TSMC places orders only to chip companies in China.
Well, it appears that TSMC is becoming more cautious about dealing with China amid the backlash received when it was previously reported that TSMC’s chips have ended with Huawei’s AI processors. A report from Taiwan’s Economic Daily claims that the Taiwanese giant is telling Chinese IC manufacturers that it will suspend shipments below 16nm. TSMC’s careful approach is likely to be the impact of the growing “chip war” between the Trump administration and the US and China.
According to the report, TSMC says it will not order 16NM products if it is not packaged by a BIS-Compraint OSAT (outsourced semiconductor assembly and testing) company. The rules are said to be in effect since January 31, and in light of this, many Chinese IC design companies package companies to companies approved by BIS to maintain the order flow to TSMC. I have shifted orders for Ng. The 16nm orders at TSMC are said to account for less than 10% of the foundry’s revenue, so it is unlikely that this move will affect the Taiwanese giant’s financial performance.
Given the country’s advantages in the production of volumes of mature nodes such as 16nm and 18nm, BIS whitelist procedures have been implemented to ensure transparency within China’s semiconductor industry. It is claimed to be there. Interestingly, many of China’s 16NM/18NM customers are American or European automakers, and as ASML CEO previously stated, the world has made semiconductors from China to maintain supply and demand for the market. I need it.
It will be interesting to see how the Chinese semiconductor market reacts to new restrictions, but given that many IC design companies are already beginning to adapt to regulations, we are not very responsive.
