U.S. makes it harder for TSMC, SK Hynix, Samsung to make chips in China
On July 19, 2023, Nanjing was exhibited at the stand of the Taiwan semiconductor production company during the 2023 World Semi -Conductant Conference at the Nanjing International Expo Center in China.
VCG | Visual Chinese Group | Getty Images
USA canceled a waiver who allowed Taiwan SemiLetken Production Inc. While Washington continues to increase Beijing’s efforts to limit semiconductor progress, to export key breakage equipment and technology to the production facility in Nanging, China.
The amendment was confirmed to CNBC on Wednesday, TSMC, which will remove a rapid export privilege known as the Validated End User (Veu) status, which is valid on December 31st.
The world’s largest contract, the chipset manufacturer, was exempted shortly after starting the initial restrictions on the sale of US ORİGİN chipset vehicles in 2022.
According to the new policy, the shipments of American -origin disintegration tools for the production facilities of TSMC in Nanjing, China, will require US export licenses.
“While evaluating the situation, including communication with the US government and takes appropriate measures, we are completely determined to ensure the uninterrupted functioning of TSMC Nanging.” He said.
South Korean memory chipsets SK Hynix And Samsung also canceled his privileges on Friday on Friday. Federal record. Both companies operate Chinese -based memory chip facilities.
At the same time, the Ministry of Commerce Industry and Security Bureau expression For all foreign semiconductor manufacturers, veu “Biden period space” was closed.
Authorized, former Veu participants aimed to provide export license applications to allow existing production facilities in China to enter the existing production facilities, but they should not expand or raise the capacity in China.
In accordance with the Secretary of Industry and Security Trade Jeffrey Kessler, Trump administration’s “export control gaps – especially companies in a competitive disadvantage.
According to Brady Wang, a co -director of the counterpath Research, policy changes reflect a broader pressure to tighten the control of semiconductor equipment and technology exports to China by strengthening Washington’s power on chip production in China. ”
TSMC operates two production areas, one in China, one in Shanghai and Nanjing, and the second facility is more developed. In order to strengthen the manufacturing facilities, the company uses hardware from several US chipset suppliers, which Applied Materials And KLA CORP.
However, according to Wang, TSMC’s Nanjing Fab’s financial impact on the company should be “small”, as it contributes to less than 3% of TSMC’s total income and represents a small share of its global capacity.
Renewed printing?
Some of the Trump administration announced that some American artificial intelligence chips will alleviate the controls in exports.
He said the US last month Nvidia And AMD He showed that some of the previously banned China AI chips will be allowed to continue their exports and that the policy could be expanded.
Before that, the management also hit the Biden Difusion rule, which is a movement that can see the expansion of export controls in advanced chips.
The return of advanced chip restrictions has emerged as a way to maintain the superiority of AI technology pile, including US officials, including the USA.
However, the abolition of and exemption shows that it is not possible to apply the same logic to memory and shredding technologies.
According to Ray Wang, semiconductors, supply chain and developing Technology Research Director in Futurum Group, policies show that Washington is determined to prevent China from increasing local chip production capacity and developing local know-how and ability.
Authorized, “Another goal that is closely lying, may restrict the ability of companies to expand the footprints of the supply chain in China – especially in strategic sectors such as semiconductors that are willing to prevent management,” he said.
On the contrary, the Trump management is trying to attract more of the semiconductor supply chain on the coast of the United States with tariff threats.
This year, TSMC, SK Hynix and Samsung made new investments in American production plans.
On Monday, the shares of SK Hynix and Samsung fell into the news. However, TSMC shares were traded on Wednesday after VEU reversed.
