US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

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2024-11-08

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TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advanced node sales performance. TSMC's 7nm and below nodes primarily serve customers from the US, Europe, and Taiwan, so the short-term impact on capacity utilization is limited. However, Chinese customers account for 5-10% of total revenue, and in the worst-case scenario, the revenue impact is projected to be of the same scale in 2025. Since Chinese customers previously assisted TSMC with advanced node testing and yield improvement, this move may pose challenges to the mass production of TSMC's 2nm and more advanced nodes, with long-term implications warranting attention.

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Sector: Wafer Fabrication / Foundry Semiconductors

Tag: AI Chip AI Accelerator 2nm 7nm Competitive Landscape Domestic Substitution Export Controls Geopolitical Risk Policy & Regulation Supply Chain TSMC

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