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US Wants to Limit TSMC Supply Huawei: Cutting Global Chip Supply Chain

via:驱动之家     time:2020/2/18 22:32:32     readed:191

US pressure on Huawei continues.

According to Reuters, the trump administration is considering a policy to completely cut off the shipments from major global chip suppliers to Huawei. Meanwhile, in order to crack down on Huawei's own chips, it will prevent wafer manufacturers including TSMC from shipping to Huawei.

Although the U.S. domestic enterprises are affected by Huawei's ban, which restricts the shipment of Huawei. Huawei has thus shifted to other countries and regions, greatly increasing the order volume of these countries.

According to two people familiar with the matter cited by Reuters, The u. s.government is unhappy at the failure to cut off foreign suppliers to the world's largest telecoms equipment maker, and may set new rules to use its influence to pressure other countries and regions in an attempt to cut off Huawei's supply altogether.

In early november, the financial times said the u.s. government had repeatedly urged taiwan to limit tsmc to work for Huawei and to tighten controls on technology imports to the mainland.

TSMC's acting spokesman, Sun Youwen, called the news a rumor that the U.S. government had not prevented TSMC from supplying goods to Huawei.

However, judging from a series of actions in the United States, it's a little Sima Zhao's heart.

The United States is using more force to suppress Huawei

In order to target Huawei's global chip sales, U.S. authorities will revise the foreign direct product rule, which includes some foreign manufactured products based on U.S. technology or software.

According to the draft proposal,The u. s.government will force foreign companies that use u. s.chip-making equipment to obtain u. s.licensings before offering products to Huawei.

Industry insiders said:


It is reported that the possibility of implementing these restrictions has been discussed in the government for several weeks. There is no consensus on whether to take the above measures. Trump has not been informed of the proposals, and trump has previously said that he is in favor of continuing to provide us spare parts to China if it does not threaten US national security.

The new rules are part of a series of measures taken by the US in recent months to restrict chip trade with China, and the Ministry of commerce is expected to impose more restrictions on chip exports with certain US know-how, rather than focusing on chip production tools.

It is worth noting that the US government has repeatedly urged the Taiwan government to restrict TSMC's OEM for Huawei, and to increase the control of technology input to the mainland.

Nevertheless, the proposal reveals that the trump administration is ready to use radical measures to separate China from the semiconductor industry in the United States, which has been willing to damage the global chip supply chain to curb China's technological development.

Damage one thousand and lose eight hundred: cut off the global chip supply chain at all costs

A person familiar with the matter said, What America wants to see is

The U.S. trade members mentioned that the purpose of the act is to limit the speed of China's technological development, but at the same time, it may damage the semiconductor supply chain around the world and the development of many U.S. companies.

besides,Trump administration is also considering excluding China from jet engine technology This is another key technology that China has been trying to get rid of its dependence on us and European producers.

The US has been restricting semiconductor manufacturing tools, which will hurt China's local chip trade because it could make it difficult for Chinese chip makers to find satisfactory alternatives from other countries, people familiar with the matter said. Forcing non Chinese chipmakers to choose between Huawei and the US is likely to disrupt the chip manufacturing supply chain.

Leaders in the semiconductor equipment industry, such as Applied Materials Inc. and Lam research Corp., make tools that are one of the most expensive on earth. It usually costs billions of dollars to set up a modern chip manufacturing sector, and new restrictions could hurt similar semiconductor equipment companies.

Once these restrictions are promulgated, they may affect semiconductor design companies, many of which are American companies, which do not produce their own hardware but rely on contract chip manufacturers.

Previously, the United States tried to persuade its allies in the European Union not to use Huawei's 5g equipment and not allow Huawei to participate in its own 5g construction, but many countries, including Germany and the United Kingdom, failed to follow the United States' advice.

The first thing that the United States wants to block suppliers from supplying chips to China is TSMC. Huawei's annual revenue from TSMC accounts for nearly 10% of its total revenue, and it is the second largest customer of TSMC. It's needless to say that TSMC's status in the Jianghu and its importance to Huawei.

Another U.S. crackdown on Huawei will get

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