TSMC

Intel and TSMC lead the revolution of photonic chips. His problem is that China has just done fully in this war

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Douglas Yu, a TSMC executive, The biggest chips manufacturer on the planetwith responsibility in the field of systems integration Explain clearly The disruptive capacity of integrated photonic circuits: “If we manage to implement a good system of integration of silicon’s photonics We will trigger a new paradigm. We will probably be placed at the beginning of a new era. “ The photonic silicon seeks to develop the technology of this chemical element to optimize the transformation of electrical signals into light pulses. The most obvious field of application of this innovation is the implementation of high performance links that, on paper, can be used both to solve communications between several chips and to optimize the transfer of information between several machines. Advanced packaging technologies with which the main semiconductor manufacturers work, such as TSMC, Intel or Samsung, can benefit a lot from a communication mechanism between very high performance chips. And the large data centers in which it is necessary to connect a large number of machines, too. However, there is a particular discipline to which it would be wonderful about the advantages proposed by the photonic silicon: the artificial intelligence (AI). China plans to use this technology in AI, 6G communications and quantum computers Intel and TSMC are some of the companies that have been working on the development of their technologies linked to the photonic silicon, and, as we can intuit, this innovation is no stranger to Chinese companies and research centers. In fact, in mid -May 2024 the Institute of Information Technology and Microsystems of Shanghai (China) in collaboration with the Lausanian Institute of Technology (Switzerland) reached a crucial milestone. Until that time one of the fundamental ingredients of the integrated photonic circuits was the lithium niobate. The lithium tantalate allows the manufacture of large -scale photonic chips and with much lower costs This synthetic salt intervenes in the manufacture of these integrated circuits because its physicochemical properties allow it to optimize the conversion of electricity into light, but it has a problem: the industrial exploitation of this technology is conditioned by The high cost that each wafer hasand also for the size of each of them. What these scientists have achieved is to replace the lithium niobate with other semiconductor material whose properties are even more attractive: the lithium tantalate (litao3). Ou Xin, one of the scientists who have led this project, assures That in addition to paying better than the lithium niobate, the lithium tantaloate allows the manufacture of large -scale photonic circuit and with much lower costs. This is because the manufacturing processes are similar to those currently used to produce conventional silicon semiconductors. This is the context in which, according to SCMPthe chips center for integrated photonics Xplore (Chipx) of the Jiao Tong University of Shanghai has announced that it has started the production of 6 -inch wafers for photonic chips. Interestingly, this production line Use Lithium Niobateso it still has a room to advance and take advantage of the properties of the lithium tantalate. Be as Professor Jin Xianmin, the director of CHIPX, says that the photonic integrated circuits have a huge potential not only in the training and inference of AI models, the classical supercomputing and Quantum computersbut also in the development of communications 6g. Image | TSMC More information | SCMP In Xataka | Today China and the US have parked their differences for a good reason: they will analyze together the risks of AI

break the brutal leadership of Nvidia and TSMC

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TSMC, The largest semiconductor manufacturer on the planetproduces the GPUs for artificial intelligence (AI) that are placing in the Nvidia, AMD market and many other manufacturers of this type of chips. In fact, 90% of integrated circuits for AI available in the world market TSMC has manufactured them. In addition, in its client portfolio Apple, Nvidia, AMD, Qualcomm, MediaTak, and even Intel, among many other companies that are dedicated to the design of integrated circuits. We are now with Nvidia. The company led by Jensen Huang currently monopolizes about 90% of the market of the GPUs for Ia. It is likely that in the medium term its quota will be reduced against the presumable growth of competitors such as Huawei or AMD, but right now Nvidia has no reason to worry. And it does not have them because the semiconductor market to grow a lot over the next few years. According to the AMR consultant (Allied Market Research) In 2031 it will have a billing volume of more than More than 263,000 million dollars. SMIC and HUAWEI are China’s spearhead in the chips and AI industries Jensen Huang, the general director of Nvidia, has declared A few days ago, China is not behind in front of the US in AI. And the solvency of Deepseek, Ernie, Qwen, Pangu, Hunyuan or Sensenova endorses its analysis. Right now it is very difficult to determine in an objective way which country leads in AI. It is reasonable to conclude that the US is ahead of China if we stick to the joint capacity and performance of its AI models, but the really relevant thing is to determine if that capacity entails a real value. This is The line of thought that defends experts As Arthur Lai, Chief of Research for Asia of the Macquarie Financial conglomerate, or Jason Corso, professor of AI at the University of Michigan (USA). In addition, it is important that we do not overlook that the metrics that are currently used to evaluate the abilities and performance of the most advanced AI models They are less and less clarifying. And as the models improve and develop their global competitiveness, it matches. Nvidia continues to dominate the Chinese hardware market for IA despite the sanctions of the US government In any case, as we are seeing, it is evident that China is competing from you to you in the development of large language models for the US. The greatest challenges facing this Asian country do not reside in this field; They last in the field of hardware. Nvidia continues to dominate the Chinese market of the hardware for the The sanctions of the US government that prevent you from selling your best GPU for your Chinese clients. And TSMC manufactures 90% of semiconductors for this scenario of use because it has in production some of the most advanced integration technologies that exist, and, what is also crucial, the performance per candy of its avant -garde nodes is very competitive. China needs to have companies capable of Compete from you with Nvidia and TSMCand their best candidates are currently SMIC (Semiconductor manufacturing international corp) and Huawei. SMIC is the largest Chinese manufacturer of semiconductors with a fee in the world market of about 5%and currently has the ability to manufacture integrated circuits of 6 and 7 nm. However, according to Dr. Kim, an expert in chips manufacturing who has worked in Samsung and currently investigating TSMC in the US, is about to start 5 Nm chip production and plan to start Its first 3 nod nodes equipped with gaa transistors (Gate-alall-around) in 2026. Huawei, meanwhile, is determined to absorb Little by little the market share that Nvidia maintains in China. Your most ambitious hardware is now the chip Ascend 910dthat pursues overcome performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market the gaps that it will leave The H20 GPU of Nvidia. This proposal will enter large -scale production during the second half of 2025 using 6 Nm integration technology that have presumably developed side with Huawei and SMIC side. Image | Nvidia In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

Nvidia desperately seeks engineers for its Taiwan R&D center. They even accuse you of “stealing them” to TSMC

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Nvidia smiles at the future. The pulse held by the US and China governments is degrading their business in the latter country because the US administration prevents them from selling its chips to its Chinese clients to artificial intelligence (Ia) more powerful. Even so, the company led by Jensen Huang currently monopolizes about 90% of the market of the GPUs for Ia. It is likely that in the medium term its quota will be reduced against the presumable growth of competitors such as Huawei or AMD, but right now Nvidia has no reason to worry. And it does not have them because the semiconductor market to grow a lot over the next few years. According to the AMR consultant (Allied Market Research) In 2031 it will have a turnover volume of More than 263,000 million dollars. It is a real barbarity, especially if we are in mind that in 2021 its business amounted to just over 11,000 million dollars. Although the NVIDIA quota is reduced during the next few years, it is reasonable to assume that its business volume will be increased by market growth. The problem facing this company is now another. This is what the engineers who hire in Taiwan pay Nvidia’s directive dome seems to be very clear about what to continue growing next to the AI ​​chips market for data centers: expand. It is about it. However, we must not overlook that this company is dedicated to the design of integrated circuits, so it does not need to invest in the construction of semiconductor manufacturing plants; What needs to expand its network of research and development centers (R&D). And Taiwan is a very attractive destination. Nvidia already has an R&D center in Taiwan, and is launching another The semiconductor industry is The main support of the island’s economywhich has caused Taiwanese universities to develop specialized training programs that seek to place the highly qualified technical staff on the labor market that They require companies such as TSMC, UMC or Foxconnamong others. Nvidia already has an R&D center in Taiwan, and is launching another. However, you are facing a very serious problem: it is having many difficulties in recruiting the highly qualified engineers you need. It is surprising, but although in Taiwan thousands of engineers are formed every year, the companies of the island have a hard time recruiting as many as they need. Even to TSMC. To solve this problem NVIDIA has chosen to offer very high wages. An engineer who has just finished his studies and, therefore, has no experience, pays him a maximum salary of $ 83,000 annually. And an experienced engineer up to 185,000 dollars a year and a very juicy bonus. According to the Taiwanese medium EBC News Nvidia’s aggressive salaries’ policy responds to the need for attract TSMC engineers highly qualified. It does not seem crazy. After all, the law of supply and demand works. Image | Nvidia More information | Tom’s hardware In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger

TSMC wants to build a chip factory in United Arab Emirates. Or convinces the US or your plan will fail

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TSMC is evaluating the possibility of building an integrated avant -garde circuit manufacturing plant in United Arab Emirates. This Taiwanese company, The biggest chips manufacturer on the planethe has embarked on An ambitious expansion plan of its manufacturing infrastructure Beyond Taiwan’s borders to protect yourself from a possible armed conflict between China and its place of origin. It is currently building new semiconductor production plants in USA, Germany, Japan and Taiwanand this possible factory of Arab Emirates would contribute to cement its avant -garde plants network beyond the borders of the island from which it proceeds. However, the conversations that TSMC and the Emirati government are presumably holding They started many months agoin September 2024. TSMC and Arab Emirates win. It is not clear that the US also does At the end of September The Wall Street Journal and Reuterstwo media that have a proven credibility, revealed that several executives of TSMC and Samsung had moved to Arab Emirates to negotiate the possibility of building several manufacturing plants of integrated avant -garde circuits in this country of the Middle East. According to these two sources, the Emirati government is willing to take over the financing of these plants. And it is because Like Saudi ArabiaArab Emirates needs to diversify its economy in forecasting The very likely loss of relevance in the medium term of oil. And technology at the current situation It’s a safe bet. In addition, the growth potential of the semiconductor industry is overwhelming. We just need to look at the hardware market for artificial intelligence (AI) to observe it. In 2031 the Chips Market for IA will invoice more than 263,000 million dollars According to The AMR consultant (Allied Market Research) In 2031 the chips market for AI applications will have a turnover volume of More than 263,000 million dollars. It is a real barbarity, especially if we are in mind that in 2021 its business amounted to just over 11,000 million dollars. It is evident that at the current TSMC situation and Arab Emirates win. However, this project will not come to fruition if this Taiwanese company does not obtain the US approval. A good part of Photolithography teams and wafering processing that TSMC uses in its factories uses American origin technologies. And some of its production processes also They turn to patents held by the US. This agency is what gives the power to the government led by Donald Trump to support or prohibit the construction of one or several manufacturing plants of avant -garde chips not only in Arab Emirates, but also in any other country. Currently the relationship sustained by US administrations and Emirates is good, but this last nation also has a narrow link with China and Iran. If in the future the geopolitical situation causes Arab Emirates if it will move away from the US and approach these last two countries, the presence of one or more factories of avant -garde semiconductors that would not be under the control of the United States would represent a security problem for this last nation. The US government has allowed Nvidia to sell its GPU to its Emirati customers, and also that OpenAi is installed in this eastern country, but right now it seems unlikely that this TSMC project supports. Image | TSMC More information | Bloomberg In Xataka | Saudi Arabia is on the blacklist in the United States with China. You have a plan to get out of it and buy NVIDIA GPU

TSMC will open a chip design center in Germany. It will not be enough to avoid the failure of Europe

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Just a few hours ago Paul de Bot, the president of the European subsidiary of TSMC, has announced that your company will build a semiconductor design center in Munich (Germany). This installation will be ready in a record time: During the third quarter of 2025. In fact, this Taiwanese integrated circuit manufacturer, The Major on the Planettrust that this installation starts its operations in just three months. The construction and tuning of a avant -garde chips factory requires investing at least four years in these processes before starting large -scale production, but the installation that TSMC will be tuned is not a factory: it is a design center. This is the reason why it is credible that may be ready in just three months. In fact, as its purpose is not to manufacture semiconductors does not need Nor lithography equipment No wafering processing machines. Paul de Bot has confirmed That this center will be dedicated to helping European customers from TSMC to design integrated high density, high performance and high efficiency circuits. These chips can be used by automobile industries, telecommunications or artificial intelligence (AI), among others. However, this project runs in parallel to the semiconductor production plant that TSMC is already building in Dresde (Germany). This factory is underway, but presumably will not start the operation until the end of 2027. This integrated circuit design center does nothing for Europe The arrival in Germany of this TSMC installation is good news, there is no doubt about that. However, his contribution to the aspirations of the old continent in the matter of chips production is irrelevant. On February 8, 2022 Ursula von der Leyen, the president of the European Commission, announced that Europe wants to be a fundamental actor in The semiconductor industryand the first step to achieve this requires manufacturing 20% ​​of the planet chips in 2030. The new TSMC Chips Design Center will not produce semiconductors, so it will not quantitatively contribute to European aspirations It is evident that in the delicate current geopolitical situation Europe needs to be ambitious if it wants to increase its relevance in the semiconductor industry. Have ASML and Intel, Globalfoundries and TSMC facilities within its borders plays in its favor. However, The speech of European leaders It seems to be focused on quantity, and is not enough. The quality understood as the capacity of a chip to deliver added value is also fundamental. The new integrated circuit design center of TSMC presumably will deliver value to European companies, but, as we have seen, it will not produce semiconductors, so it will not quantitatively contribute to the aspirations of the old continent. It is better to have it than not to have it, there is no doubt about that, but its role in the objective of which we have spoken two paragraphs above will be inconsequential. In fact, it is very unlikely that Europe achieves its purpose. We do not say it, although we share it; The European Court of Accounts holds itwhich is nothing other than “the financial guardian” of the European Union. In The report that published At the end of last April he defends that the objective of achieving a fee of 20% in the world market for integrated circuits in 2030 It seems unattainable Because Europe is very far from the rhythm of production necessary to fill its ambitions. To achieve this production capacity, it would have to be four times higher in less than five years and is far from achieving those figures at the current development speed. Image | TSMC More information | Digitimes Asia | SCMP In Xataka | We already know what the chips that will arrive until 2039 will be. The machine that will manufacture them is close

TSMC is going to upload the price of its chips wafers 10% in 2025. And users will not be able to dodge this blow

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Just a week ago we told you that Nvidia has decided Increase the price of your GPU for games between 5 and 10%. And that of his chips to artificial intelligence (AI) up to 15%. This decision is the result of The multiple crises to which the company led by Jensen Huang and a business strategy that seeks to protect its benefits in a moment of uncertainty. But first of all it has been promoted by the increase in TSMC prices. This Taiwanese semiconductor manufacturer, The Major on the Planethas increased the price of its most advanced nodes and its customers will spread this increase throughout the entire production, distribution and sale chain. Nvidia is one of them, but it is important that we do not overlook that in the TSMC client portfolio they also break through Apple, AMD, Qualcomm, MediaTek, Broadcom or Intel, among many other companies. The TSMC leadership position protects its competitiveness from price increases It is a fact: TSMC is going to raise the price of your wafers by 10% for 2025. This information It has been circulating for several weeks by the Asian media specialized in the semiconductor industry, and at the situation of current uncertainty that has triggered the commercial warfth that Eeuu and China is perfectly credible. It is not yet clear what nodes will be affected by the climb, but it is reasonable to assume that little by little it will reach all TSMC avant -garde integration technologies. Presumably the US government will activate in July, after a 90 -day suspension, its tariffs on imported chips This context invites us to ask ourselves what has caused CC Wei and the directive dome of this company to make this decision, and in all likelihood there is no single reason. However, and from this we can be safe, TSMC, NVIDIA and most of the companies directly involved in the semiconductor industry foresee that The US government will activate in Julyafter a 90 -day suspension, Your tariffs on imported semiconductors. As we have just seen, many of the TSMC clients are US companies. This Taiwanese company is developing Your production infrastructure Within the US with the purpose of protecting their administration tariff business, but for the moment almost all its integrated avant -garde circuits leave their Taiwan plants. And future tariffs will increase them when entering the US. In addition, make chips in the country led by Donald Trump It’s more expensive than doing it in Taiwanso it would be unrealistic to assume that The price of wafers TSMC will moderate when its new Arizona plant begins to manufacture large circuits integrated in the N4 node (5 Nm) on a large scale. Image | TSMC More information | Phone Arena In Xataka | TSMC is willing to take control of Intel chips factories. What you don’t want is to do it alone

Byd set out to win the electric car race. And then a TSMC factory went on sale

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Build your dreams. That is the message after the acronym for Byd (“Build Your Dreams”, in English), the electric car manufacturer that is becoming absolute leader of the market. Only in 2024 he distributed 4.27 million electric cars and plug -in hybrids, 2.5 times more than Tesla (1.7 million). Its market domain is currently imperial. It is remarkable that unlike other electric car manufacturers, ByD is responsible for manufacturing practically all the critical components of those vehicles. Not only batteries, but electric motors, chassis and, attention, semiconductors used in such vehicles. It does it through semiconductor byd, which As Nomad Semi points out It is one of its most important divisions after its subsidiary Findreams Battery, in charge of manufacturing the batteries. The company was founded in 1995 by Wang Chuanfu and initially focused on the development of rechargeable batteries. In 2003 he already sold more than anyone in that sector, and that was when it was introduced into the car industry when buying the Xi’an qinchhuan Automobile Company. But before something unique happened. When TSMC decided to sell one of its factories Just a year earlier, in 2002, a semiconductor Byd, a division was created Fables “Chips said, but delegated her manufacture in other companies (Foundries) – destined to develop integrated circuits for protects their batteries and thus avoid overheating or overloads. In 2004 TSMC made the decision to close Fab 1its first manufacturing plant, and in 2005 it ended up selling all the equipment and were used for a fable of six -inch silicon wafers (popular in the 1990s, but already somewhat obsolete) of the manufacturer semiconductor symptoms. This company licensed TSMC patents and also had engineers who had previously worked for that firm. Things did not just go well and Ningo Sinomos went through economic difficulties. Byd took the opportunity and bought this company for 29 million dollars. The company founded by Wang was already involved in the development of electric cars and made a remarkable leap here: to be able to develop its own chips, it went from being a company without its own production (Fables) to an IDM (integrated device manufacturer) that I had control of all phases of the development of its chips, from design to production. Chips everywhere Since then, Byd’s activity accelerated and expanded its product catalog. Thus, they developed chips to manage the management of the electricity supply (IGBTS, MOSFETS, DIODES, Integrated Current Circuits), but also microcontrollers (MCU), sensors (temperature, pressure, position, current) and optolectronic chips (photodetector, octoacopladores, etc.). Source: Nomad Semi Among them, The most outstanding are IGBTS (Insulated Gate Bipolar Transistor). These are specially important components for current investment systems, acting as electronic switches that help in the process of passing continuous current that batteries provide to the alternating current needed by electric motors. Byd Semiconductor began to develop its first IGBT chips in 2005, and since then it has been creating new and better versions. Its most recent IGBT 6.0 chips were launched in 2022 and are almost as good as the most advanced competitors such as Infineon. That has allowed Byd to become the most important IGBT provider for Chinese manufacturers. Their advances with the aforementioned IGBTS are an important example of the growth of the division: Semiconductor ByD already has various subsidiaries and factories that produce 8 and 12 inches wafers, much more modern and that have allowed to create increasingly advanced chips. New developments for autonomous driving and supervoid load In fact, in November 2024 They announced A collaboration with TSMC and Mediatek for the development of two new chips. One of them, For its autonomous driving systems/driving assistance, is the future substitute for those used so far in their vehicles (Nvidia Orin and Horizon Robotics J6E), and offers a Autonomous Level 3. Interior of the Byd Atto 2 The second is the Byd9000, a chip with 4 Nm photolithography based on the MediaTak Dimensity 9000 and is oriented to advanced infotainment systems. But there are more examples, and one of them is in the developments Silicon carbide -based that for years are increasingly important in electric cars. Byd has been working with this type of material for some time and in fact in March 2025 he presented his super and platform, a system that provides Superápida load in electric vehicles allowing loads of 100 kWh batteries in just 6 minutes. This achievement occurred thanks to the development of specialized chips of 1,500V by the semiconductor byd, which for the first time can apply them in the automotive industry. These chips are capable of managing a greater voltage, and in front of traditional electric vehicles that use 400 and 800 volts systems allow to reduce energy losses and make possible faster loads. Good news for byd, bad for the rest He Silent boom of semiconductor ByD as a supplier of this type of chips can generate a trend among other car manufacturers, which so far have delegated that part of the business in specialized companies such as Infineon, NXP, ONSEMI, Texas Instrumental or Renesas. All of them dominate the semiconductor market for the automotive industry, but things could change. Especially since electric cars use many more components of this type than combustion motor cars, and that makes the vertical integration through which Byd (almost everything in their cars they manufacture it) is especially interesting for manufacturers. Nomad Semi analysts believe that NXP, ONSEMI and INFINON are the ones at risk They are for that trend. According to their data, the car industry represents half of its sales, but also the income in China are especially important for the aforementioned and renesses. Are we therefore facing a new semiconductor giant? Of course, not in the broad sense of the word: Semiconductor ByD focuses completely on the chips and components destined for its vehicles, but of course that frantic growth of Byd growth in the electric car industry can put very difficult things to its rivals in this sector. Image | Byd | Wikimedia In Xataka … Read more

TSMC will manufacture its best chips on American soil, although presumably they will be 30% more expensive

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Taiwan’s silicon shield It has definitely fallen. The government of this island was determined to protect its economic interests preventing TSMC from manufacturing integrated circuits abroad using your most advanced lithography nodes. This plan entered into conflict with the expansionist strategy of the semiconductor manufacturer most important on the planetespecially at a juncture in which the US is forcing the displacement of chips manufacturers to their own territory. “Since Taiwan has regulations that seek to protect their own technologies, TSMC cannot produce 2 nm chips abroad today,” Jw Kuo saidMinister of Economic Affairs of Taiwan, on November 8 during a meeting of the Taipéi Economy Committee. “Although TSMC PLANS MANUFACTURE 2 NM CHIPS Abroad in the future, its central technology will remain in Taiwan. “ Kuo’s statements reflected at that time that TSMC could not produce integrated 2 Nm circuits in the US or Europe until it was ready its lithography A14 (1.4 Nm). From that moment the latter would remain in Taiwan and could move the production of 2 Nm chips to other countries. For TSMC this restriction was a problem. And it was because the demand for its most advanced integrated circuits is very high because of the undoubted success that semiconductors are having for applications of artificial intelligence (AI). Chips manufactured by TSMC in the US will be 30% more expensive, according to Walter Bloomberg Finally, the Taiwan government has moderated its protectionist strategy. Jw Kuo He pronounced again In the middle of last January to declare that TSMC may produce 2 Nm chips in its US plants, although the Taiwanese administration will cautiously evaluate the use of this technology in the country led by Donald Trump. “Private companies must make their own commercial decisions covered in their own technological progress (…) TSMC is building factories in the US with the purpose of serving their US clients because 60% of the world’s chips designer companies are based precisely in the US. “ Lisa su and CC Wei have taught the first EPYC ‘Venice’ chip produced in the N2 (2 nm) node of TSMC Today, just four months later, we can be sure that the manufacture of integrated 2 NM circuits on a large scale in the TSMC plants in Arizona (USA) will arrive. Lisa her, the general director of AMD, and CC Wei, the president and general director of TSMC, have taught the first Epyc Chip ‘Venice’ produced in node N2 (2 nm) of this last company. This CPU has been manufactured in Taiwan, but both managers They have confirmed their commitment When strengthening the production of the plants that TSMC is putting ready in Arizona. The first of these factories is about to produce large -scale chips, but its plan does not end here. The second plant will be operational in 2028 and will produce integrated circuits in N3 (3 Nm) and N2 (2 Nm) nodes. And finally, the third factory will not be listed at all until the end of this decade and will produce chips in the N2 (2 nm) node. At the current situation and under the pressure of the US government, which is Pertrechado with its tariff policyit is very likely that the production of 2 Nm semiconductors in Arizona arrives long before 2028. It is not official information, but in the current circumstances it is a very reasonable forecast. However, there is something else that is worth not overlooking. According to G. Dan HutchesonAnalyst in Techinsights, producing a 300 mm wafer in the new Arizona plant costs TSMC less than 10% more than manufacturing that same wafer in one of its Taiwan facilities. It is explained by something that we should not overlook: the cost derived from labor represents less than 2% of the total cost. However, according to the financial journalist Walter Bloomberg TSMC will increase the price of integrated circuits produced by 30% in the US to compensate for the costs triggered by tariffs on the production equipment of imported chips from Europe and Japan. The Government led by Donald Trump has not yet revealed how the import tariffs of photolithography machines used by TSMC, Intel or Samsung plants in the US will affect the import tariffs. Will do it within a period Not exceeding two months. But it seems that Bloomberg assumes that the increase in chips will arrive. We’ll see. Image | TSMC More information | Walter Bloomberg | Tom’s hardware In Xataka | The US confesses its worst nightmare: if China invades taiwan and controls TSMC the US economy will go to pique

TSMC is being investigated by the US. It faces a possible fine of 1,000 million dollars, according to Reuters

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TSMC is at a crossroads. This manufacturer of Taiwanese semiconductors, The Major on the Planetis subject to an investigation of the US Commerce Department Since October 2024. The organization that Gina Raimondo then led suspected that this company could secretly arrived agreements with Huawei to take care of the manufacture of your 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. The US government definitely included Huawei in its blacklist in 2020, and one of the immediate consequences of this decision was that TSMC should stop 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. Fortunately for this company, Everything seemed to be clarified just a month ago. Finally, TSMC is likely to be unscathed from this conflict In December 2024 TSMC broke its commercial relationship with Powerair, a Singapore company that, apparently, was responsible for delivering to Huawei 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 has accused TSMC of having made two million Ascend 910 chips indirectly for Huawei However, their problems did not end here. At the beginning of last March the CSIS (Center for Strategic and International Studies), An American organization that is dedicated to elaborating strategies that seek to guarantee the security of the US, accused TSMC of have manufactured indirectly for HuaweI For 2024, no less than two million chips of the Ascend 910. With these integrated circuits this Chinese company could have produced a huge number of units of its ascend 910c solution, which is currently its hardware for the most advanced. The most interesting thing was that the CSIS argued that Huawei had once again resorted to “ghost” companies that acted as intermediaries between her and TSMC. However, the author of the report did 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.” This is the reason why, According to Reutersthis integrated circuit manufacturer could receive a fine of billion dollars, or even more, from the Department of Commerce. US regulation establishes that in this context The sanction can ascend twice the value of the transactions that have violated export restrictions, which could place this fine as one of the highest in history by this type of infraction. Image | TSMC More information | Reuters In Xataka | The US tariffs are already hurting two of the companies that support Taiwan’s economy: TSMC and Foxconn

The US tariffs are already hurting two of the companies that support Taiwan’s economy: TSMC and Foxconn

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Tariffs officialized by the US government on April 3 They are wreaking havoc on the entire planet. These taxes penalize Vietnam with a 46%surcharge; to Cambodia, with 49%; to China, with 34% that adds to the tariffs that the US administration had already previously approved to make a total of 54%; either Taiwan with 32%among many other countries with which the nation led by Donald Trump maintains commercial relations. The relationship that the US and Taiwan maintains is singular. From a geostrategic point of view they go hand in hand with the purpose of defend their interests against China. However, the current US administration is determined to take the necessary measures to re -lead the semiconductor manufacturing industry as it did until the mid -80s and Taiwan is an obstacle. A very big one. After all, TSMC, The largest integrated circuit manufacturer on the planetIt is a Taiwanese company. Taiwan’s bag is already collapsing Donald Trump’s plan and his collaborators require that the US acquires the ability to manufacture all the avant -garde chips that currently come from Taiwan, or, to a lesser extent, from South Korea. And is that a good part of the GPUs for artificial intelligence (AI) that design Nvidia, AMD, brains or Amazon, among other American companies, leave the latest generation plants that TSMC has in their country of origin. The announcement of the new tariffs is already seriously damaging some of the companies that support Taiwan’s economy, such as TSMC or Foxconn If we stick to Taiwan the US tariffs seek to encourage the transfer of TSMC, UMC production plants and other Taiwanese companies to the US to, thus, avoid tariffs. In fact, TSMC is getting ready Several avant -garde plants in Arizona (USA), and one of them is about to start large -scale advanced chips production. In any case, the announcement of the new tariffs is already seriously damaging some of the companies that support Taiwan’s economy, such as TSMC or Foxconn. Just 24 hours ago the Taiwan bag almost 10% collapsed in which it is already its most pronounced fall in one day. The coup de grace was given the officialization last Thursday by the US government of the imposition of the 32% tariffs that I have mentioned a few lines above. According to Reutersthe announcement of the US administration has caused many investors to sell their shares of large technology companies. And, apparently, TSMC and Foxconn are two of the most affected. In addition, it is not any two companies. Not much less. Chips are fundamental for the support of Taiwan’s economy. And it is evident that TSMC is your crown jewel In this industry. AND Foxconn leads the global industry of the manufacture of consumer electronics devices. In fact, it is a fundamental pillar in Apple’s supply chain, Sony, Nintendo, Microsoft, HP or Dell, among many other companies. The Taiwan government has responded rapidly creating a fund of 2,650 million dollars that seeks to help the companies most damaged by the new US rules. And President Lai Ching-te has announced that he will strengthen economic ties with the country of Donald Trump with the purpose of finally eliminating tariffs between both nations. We will see what happens finally, but Some specialized analysts In economics they predict that Taiwan will fall into a short -term recession. Image | Foxconn More information | Reuters In Xataka | The USA hits China again with a double purpose: to stop the development of its hypersonic superorders and missiles In Xataka | What’s behind the chips megafabrica that TSMC and Samsung plan to build in Arab Emirates

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