Subject


TSMC


2024-11-11

[News] Four Key Takeaways on TSMC’s Reported Halt of 7nm and Below Chip Supplies to China

Following previous controversies of supplying 7nm chips to Huawei through proxies, TSMC is rumored to be requested by the U.S. Department of Commerce to suspend shipments of all its 7nm or more advanced chips to the AI/GPU clients in China, starting from today (November 11), according to the reports...

2024-11-08

[News] TSMC Reportedly to Halt 7nm and Below Chip Shipments to China’s AI Firms Next Week

Following previous controversies of supplying 7nm chips to Huawei through proxies, TSMC has reportedly notified all its AI chip customers in China by formal emails that starting next week (November 11), it would halt shipments of all the 7nm and more advanced chips to its AI/GPU clients there, accor...

2024-11-08

[News] Taiwan Power Rate Hikes Squeeze Semiconductor Margins

Taiwan's semiconductor factories operate around the clock, consuming significant amounts of electricity. Taiwan Power Company has raised industrial electricity rates twice this year, and the financial impact is now starting to appear in corporate earnings. According to Economic Daily News, TSMC C...

2024-11-08

[News] TSMC May Face Potential Tax Hikes in the Trump 2.0 Era

According to a report from Economic Daily News, Trump's return to the White House  ushers in a "Trump 2.0" era, potentially posing new challenges for TSMC, as Trump previously threatened to charge a "protection fee" due to TSMC’s stronghold on U.S. chip production. The report highlighted that, ac...

2024-11-07

[News] Asia’s Chip Giants Diverge in Progress on U.S. CHIPS Act, as TSMC Reportedly to Secure Funding Soon

With Donald Trump's victory in the U.S. presidential election, the whole semiconductor industry, especially those Asian-based tech giants making strides in overseas expansion, are concerned about the development of the U.S. CHIPS and Science Act. According to the latest reports by Bloomberg and B...

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