Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Pierce2623 Considering all of TSMC’s largest customers want advanced nodes and US production, this would just be handing business over to Intel, especially with all the interest in 14a lately. Reply
Misgar China also wants advanced nodes, but until the recent volt-face on H200, they weren't allowed to purchase through official channels. Different countries/jurisdictions place different restrictions or tariffs on overseas sales, but people will sometimes try to get round these limits. If you don't comply with legal restrictions applicable in your country, you face massive fines or sanctions, but perhaps you might turn a blind eye to businesses reselling your product to banned users, if the profits are big enough. Reply
DS426 This isn't completely new news — just a development in what Taiwan had already began to consider earlier this year. Seems like it would stifle some of TSMC's investment levels into leading-edge node fab construction. Reply
mickeymiles LoL that would be the stupidest thing for taiwan, the US the only reason china has not retaken Taiwan and it would most certainly be met with trump announcing that the us position on taiwan is that it will not come to its defence. It would be suicide. Even taking about it is enough to provoke trump he dont f$ck around hey Reply
Gururu U.S. fab development is on par with TSMC and capacity will match before China development is on par with it. 2028 will be very interesting with U.S. and China going head to head. By then, I expect Taiwan will have been assimilated. Reply
Thunder64 How does this work with Japan supposedly getting N2 fabs soon? Also, as stated above it seems like the US would tell Taiwan they are on their own if China pulls anything. Reply
emerth Ahah! Now I know what that strange sound has been! Trump bellowing all the way over on the East Coast. Reply
palladin9479 Yeah I suspect whatever comes out will have an exception for the USA. Maybe author doesn't realize that Taiwan really likes all those Raytheon, General Dynamics and Northrop Grumman giftcards they get for the Holiday. Reply
Key considerations
- Investor positioning can change fast
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Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/taiwan-considers-tsmc-export-ban-that-would-prevent-manufacturing-its-newest-chip-nodes-in-u-s-limit-exports-to-two-generations-behind-leading-edge-nodes-could-slow-down-u-s-expansion#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.