TSMC responds to chip "cut-off" rumors: no comment, the company strictly complies with export control regulations

Afternoon of November 8, TSMC (TSM.US) responded to Yiny Finance that "the company has no comment on the rumor. TSMC complies with laws and regulations and strictly abides by all applicable laws and regulations, including export control regulations."

Earlier, according to the report of Jichu Microelectronics, TSMC has sent emails to all its AI/GPU customers in China, stating that it will no longer provide 7nm or more advanced process chips to these customers from next week (November 11).

With the results of the US election, the progress of US sanctions on AI chips against China has once again become a focus of the semiconductor industry. In a recent research report, CITIC Securities said that it is expected that the scope of Trump's restrictions on China's semiconductors will be further expanded to curb China's technological progress, and the relevant restrictions will also become bargaining chips in subsequent negotiations. These restrictions may include: further sanctions on key enterprises in China's semiconductor and AI industries by listing them on the "entity list"; expanding the range of key technology products restricted from being exported to China (such as parts of semiconductor equipment, semiconductor materials, advanced packaging and mature process); further restricting the flow of US capital into China's semiconductor industry, etc.