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TSMC suspended shipments to China firm after chip found on Huawei processor, sources say
(www.reuters.com)
this post was submitted on 27 Oct 2024
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There is likely a lot of US tech in that chip. TSMC is just a fab, they don't have a lot of their own technology, they buy thousands of pieces of tech from all over the world to make their chips. A lot of that comes from the US.
Yes, but it would be an even bigger blow to TSMC if all US companies would stop buying from them. I'm pretty sure nvidia, AMD and Apple make a very sizable part of their customer base.
Not really. China would just buy it all if given the chance and the US companies would be fucked, since TSMC is practically a monopoly within its field at the moment.
It's not as easy, as TSMC needs ASML hardware, which wouldn't sell it to TSMC anymore because they also want to sell to US companies.
I didn't say it would be easy, but anything TSMC currently produces would likely find a new buyer even with no US customers, so in the short run the loser would not be TSMC. In the long run, it's pointless to speculate, since US would probably try to level Taiwan down rather than let China have the semiconductor sector to itself... Let's hope it doesn't come to that, though.