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Non-U.S. chip manufacturers using American chipmaking equipment, intellectual property or design software require a license to sell to entities subject to US ex
by ddeck 6y ago
Non-U.S. chip manufacturers using American chipmaking equipment, intellectual property or design software require a license to sell to entities subject to US export controls.
As such, TSMC is subject to them. Huawei was TSMC's number 2 customer prior to the controls announced last year.
The article talks about devices manufactured by HiSilicon (a Huawei subsidiary).
- rjzzleep 6y agoMaybe, but they're also using a bunch of China made stuff. Doesn't mean China gets a say on Taiwan exporting stuff to the US. It very much is a world police kind of situation. Also, I would argue in terms of Chipmaking equipment the European part is the part that is non replaceable. For all its complaints about China stealing IP and nobody being able to force it, only the US Department of State can walk into a contract and strongarm countries not to sell things to the people they don't like[1]. But then again its not as black and white since China did indeed steal a lot of TSMC IP (or rather we don't know what they stole, but it's probably a safe bet to assume that they did during their last breach). [1] https://www.washingtonpost.com/business/on-small-business/how-china-made-the-netherlands-question-the-free-market/2020/09/03/e8d3219c-edfb-11ea-bd08-1b10132b458f_story.html https://www.washingtonpost.com/business/on-small-business/ho...
- BobbyJo 6y agoI'd say there is a large difference between the portions of the production lines sources from China and those sources from the US. The largest of which is that, for those portions sourced in the US there is no alternative supplier, which is likely how the US is able to enforce such export controls. I think a better way to look at it is: the US is allowing TSMC to use export controlled equipment outside the US, in exchange for TSMC abiding by their restrictions.