Nikkei: TSMC to exclude Chinese manufacturing equipment in 2-nanometer chip production

Nikkei: TSMC to exclude Chinese manufacturing equipment in 2-nanometer chip production

Taipei, July 2, 2025 — Taiwan Semiconductor Manufacturing Co. (TSMC) has announced that it will eliminate the use of Chinese chipmaking equipment in its most advanced chip plants, which are set to start producing chips using 2-nanometer technology this year. The move is aimed at avoiding potential U.S. restrictions that could disrupt production [1].

The decision comes as TSMC prepares to ramp up production of its most advanced chips, which are crucial for various industries, including smartphones, computers, and electric vehicles. The 2-nanometer technology is the most advanced in the industry and allows for more efficient and powerful chips.

The shift in manufacturing equipment is expected to have significant implications for the global semiconductor industry. TSMC is a major player in the market, and its decisions often influence the broader industry. The exclusion of Chinese equipment may lead to increased demand for alternative suppliers and potentially drive up costs for manufacturers.

Nikkei Asia reported that several people briefed on the matter indicated that TSMC is taking a proactive approach to ensure the continuity of its production. The company has been under scrutiny for its reliance on Chinese equipment, which has raised concerns about potential geopolitical risks.

As TSMC navigates these challenges, it remains committed to maintaining its leadership position in the semiconductor industry. The company's ability to adapt to changing market conditions and regulatory environments will be key to its continued success.

References:
[1] https://asia.nikkei.com/business/technology/tsmc-cuts-chinese-tools-from-cutting-edge-chip-production-to-avoid-us-ire