The US faces a massive uncertainity with its chip industry under China's newest rare earth export control measures, and they could potentially force TSMC not to sell its chips to American companies. Beijing Is Moving Towards Introducing an Export License For Foreign Entities If They Are Reliant on Chinese Rare Earth Materials The US-China trade dispute has taken a massive turn in the past few days, especially after the announcement by Beijing that it will be ramping up the export controls on 'rare earths', adding extra scrutiny towards semiconductor firms like TSMC. As the world's largest producer of rare earths, […]

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The Taiwan giant claims that it has limited control over the end-users of the semiconductors, implying that we can see more of the firm's chips ending up in China. TSMC Believes It Has "Limited Control" Over The Supply Chain & The End Users of Its Cutting-Edge Chips Well, TSMC did get media attention when it was reported that the company's chips managed to end up on Huawei's AI chips, and the Taiwan giant did say that these chips were exported to the company before regulations came in. However, the TSMC-Huawei fiasco did make it clear that there are loopholes within […]

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Huawei's Ascend 910C AI chip is the next "DeepSeek" moment for China, and despite US restrictions, the firm seems to be still fulfilling its chip needs from TSMC. TSMC's Chips Are Still Being Used By Huawei Through Third-Party Sources, Raising Doubts on US Trade Policies Well, it seems like Huawei has a priority of nailing the release of its next-gen Ascend AI chip, which is said to narrow down the competition between China and the US AI hardware capabilities. In an insight by SemiAnalysis, it is claimed that Huawei has sourced chips from TSMC in massive volumes, even after the […]

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