China’s tech firms fear bigger curbs as TSMC stops AI chip supply on US order

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China’s tech firms fear bigger curbs as TSMC stops AI chip supply on US order - SCMP

Quick Summary:

A wider shipment ban on TSMC-made chips could affect a range of mainland businesses from electric vehicles to smartphones.

While TSMC’s current curbs apply only to advanced chips used in AI, the company is evaluating its “know-your-client” process, expanding product-review criteria, and considering additional restrictions, according to a research note from Taiwan-based TrendForce.“TSMC is highly likely to implement these measures in the near term,” the consultancy said.

The discovery suggested that US sanctions on the Shenzhen-based tech giant were compromised.