Taiwan Semiconductor Manufacturing Company Limited, or TSMC for short, is extremely important to the IT industry. As a central chip manufacturer for companies like Apple or Nvidia, the supply chain from servers to smartphones would potentially collapse if the company could no longer produce. The iPhone maker, whose Apple silicon SoCs come entirely from TSMC, particularly wants peace on the production front. You can see it at TSMC too, as a top manager now sees it IT News Service Information Said: The hope is to remain as neutral as possible between Asia – and China in particular – and the United States. The problem, however, is that different geopolitical interests collide.
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Apple plus Nvidia’s sales share is 65 percent
TSMC is currently under investigation by the US Department of Commerce. Reason: The company may have violated US-China sanctions aimed at preventing state-linked company Huawei, among others, from acquiring advanced chips. Export of AI chips to China was also banned. If TSMC has its way, they would like to become “Switzerland’s version of semiconductors,” the manager told The Information. But it is becoming increasingly difficult. Allegations that TSMC used an intermediary company To acquire Huawei as a customer – Or at least not looked closely. It was about technology that can train large language models.
TSMC is trying to emphasize to China that it is merely following the rules of US regulators, but is clearly not doing “more.” But only because of the market share of its customers, the Taiwanese company focuses on American companies. About 65 percent of TSMC’s sales should come from Nvidia and especially Apple. TSMC also has one in China own factoryBut it’s also building a larger fab in Arizona, where not just the latest generation of SoCs, but at least those that preceded them will be produced.
With battery pack: Mac mini M4 goes portable, networked with Vision ProTSMC promises compliance
Recently, TSMC launched an internal investigation to accommodate the US Commerce Department. The Chinese customer base is to be checked for “suspicious orders”. The finished wafers are also said to have been destroyed.
As part of the investigation, TSMC is also working with the Bureau of Industry and Security (BIS), which represents US interests in global trade. Jacob Feldgois of Georgetown University, who researches security and technology, told The Information, “Cooperating with a company suspected of infringing can go a long way in determining how severely it will be punished later, or whether it will be punished at all.” Or not.”
(B.Sc.)
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