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It is manufacturing AI chips for Huawei despite the sanctions, according to the United States

TSMC’s headaches have not finished. The US government definitely included Huawei in its blacklist in 2020, and one of the immediate consequences of this decision was that this Taiwan chips manufacturer stopped producing semiconductors For this Chinese company. Two years later, in October 2022, the US administration decided to include All the Chinese semiconductor industry In his blacklist, which further cut the TSMC client portfolio.

Anyway, for Huawei, it has all the meaning of the world to try to make TSMC manufacture some of the integrated circuits you design. This Chinese company is supported In this area by SMICwhich is the main producer of semiconductors in China, but its most advanced integration technologies are not up to TSMC avant -garde lithographs. And not having access to the most advanced lithographic nodes diminishes Huawei’s competitiveness.

At the end of October 2024 the US Department of Commerce decided to investigate TSMC because he suspected that this gigantic Taiwanese company could have secretly reached agreements with Huawei to take care of the manufacture of its semiconductors for smartphones and applications of artificial intelligence (AI). At the current situation of tension between the US and China this accusation is very serious. Fortunately for TSMC everything was clarified a few months later.

Another disturbing chapter in the relationship held TSMC and Huawei

In December 2024 TSMC broke its commercial relationship With Powerair, a Singapore company that, apparently, was responsible for delivering the chip manufactured by TSMC that appeared on the card for the Ascend 910b. Interestingly, this was the second company presumably responsible for reaching Huawei integrated circuits produced by TSMC. In 2023 this last company stopped offering its manufacturing service to the Chinese Chips Design Company Sophgo to illegally mediate with Huawei.

The CSIS accuses TSMC of having manufactured for Huawei no less than two million chips from AInd 910

Now is the CSIS (Center for Strategic and International Studies), an American organization that is dedicated to developing strategies that seek to guarantee the security of the US, which accuses TSMC in A freshly published report having made indirectly for Huawei for 2024 no less than Two million Ascend 910 chips. With these integrated circuits this Chinese company can produce a huge number of units of its ascend 910c solution, which is currently its hardware for the most advanced.

The most interesting thing is that The CSIS holds that Huawei has once again resorted to “ghost” companies that act as intermediaries between her and TSMC. However, the author of the report does not exculpate the Taiwanese company: “TSMC manufactured large amounts of Ascend 910b of Huawei in the name of ghost companies and sent them to China, thus violating US export controls.” We will see how all this ends, but it does not paint well for a TSMC that has just embarked into an ambitious strategy of expansion of its production infrastructure within the country currently led by Donald Trump.

Image | TSMC

More information | Center for Strategic and International Studies

In Xataka | TSMC does not contemplate the possibility of buying Intel factories. And their motives have a crushing logic

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