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Taiwan Semiconductor faces geopolitical strain as the U.S. scrutinizes Huawei's access to its chips, raising concerns over national security. The U.S. has imposed stricter penalties for regulatory violations, while Taiwan Semiconductor has suspended shipments to certain Chinese clients amid rising tensions. Despite these challenges, the company remains committed to its $65 billion investment in Arizona fabs and aims to strengthen U.S. trade and defense ties.
U.S. Commerce nominee Jeffrey Kessler expressed significant concern over reports of TSMC producing chips for Huawei, which is barred from receiving U.S. technology. He emphasized the need for strong enforcement against illegal shipments, highlighting the importance of the Bureau of Industry and Security's authority. Recent findings revealed a TSMC chip in Huawei's advanced 910B AI processor, prompting TSMC to suspend shipments to certain Chinese customers following a Commerce Department directive.
U.S. Commerce nominee Jeffrey Kessler expressed significant concern over reports of TSMC producing chips for Huawei, which is restricted from receiving U.S. technology. He emphasized the need for strong enforcement of export policies, particularly regarding illegal shipments. TSMC has already halted shipments to certain Chinese customers following directives from the Commerce Department.
U.S. Commerce nominee Jeffrey Kessler expressed significant concern over reports of TSMC producing chips for Huawei, which is barred from receiving U.S. technology. He emphasized the need for strong enforcement of export controls amid escalating U.S.-China technology tensions, particularly in AI. TSMC has stated it has not supplied Huawei since September 2020, despite ongoing scrutiny over its shipments to Chinese firms.
A report revealing that Taiwan Semiconductor Manufacturing Co (TSMC) produced hundreds of thousands of chips for Huawei has raised significant concerns, according to Jeffrey Kessler, the U.S. nominee for Under Secretary of Commerce for Industry and Security. He emphasized the need for robust enforcement against illegal shipments, as Huawei is restricted from receiving U.S. goods and technology. Following the discovery of a TSMC chip in Huawei's advanced 910B AI processor, the Commerce Department ordered TSMC to halt certain shipments to Chinese customers.
TSMC has denied any U.S. investigation into its dealings with Huawei, despite reports suggesting that its chips were found in Huawei products. The company stated it complies with all export regulations and has not supplied chips to Huawei since September 2020. Recent findings by TechInsights indicated a TSMC chip in a Huawei device, raising concerns of potential export violations.
Huawei Technologies' latest AI processor, the Ascend 910B, has been found to be manufactured by Taiwan Semiconductor Manufacturing Co. (TSMC), highlighting China's ongoing challenges in producing advanced chips domestically. This discovery was made by Canada-based research firm TechInsights during a teardown of Huawei's high-end AI accelerators.
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