3 ms·
> Our initial reading and feedback from our customers [is that] the new regulation set the control threshold at a very high-end specification, which is primaril
by mr_toad 4y ago
> Our initial reading and feedback from our customers [is that] the new regulation set the control threshold at a very high-end specification, which is primarily used for AI or supercomputing applications. Therefore, our initial assessment is [that] the impact to TSMC is limited and manageable
I feel that the markets have overreacted somewhat given the nature and proportion of TSMCs operations in China.