
The United States intends to tighten chip controls on the mainland, and wafer factories such as TSMC face greater challenges in receiving orders from the mainland. Reuters
The United States intends to tighten chip controls on the mainland. Before the current President Biden leaves office, he will announce on the 10th as soon as possible that he will raise restrictions on the export of advanced chips such as AI to the mainland . There are also reports in the industry that the United States will expand the scope of process technology controls from the current With the 7nm advanced process extending to the 16nm mature process, wafer factories such as TSMC (2330) in mainland China face greater challenges in receiving orders.
The industry believes that it is not surprising that the United States has tightened export controls on NVIDIA and AMD products in order to suppress the development of AI and advanced semiconductor technology in mainland China . However, if the scope of process control is expanded to 16 nanometers, "Big", because it involves more manufacturers, applications, and orders, it may form a new storm in the global foundry and even the semiconductor industry.

Biden administration plans to expand chip controls in China
TSMC will hold a legal meeting next Thursday (16th). It is currently in the silent period before the legal meeting. Now there is news that the United States intends to increase the control of semiconductors in China, which has attracted attention. Everything will have to be decided on the day of the legal meeting. TSMC executives explained.
The financial report shows that TSMC’s 16nm revenue accounted for about 8% in the third quarter of 2024. The legal person estimates that if the source of relevant customers is distinguished by the location of the headquarters, not all of them will be customers in mainland China. Considering the expanded contribution of TSMC’s 3nm and 5nm family advanced processes, the industry estimates that if the US expands controls to 16nm, the impact should be limited and controllable. On the contrary, GlobalFoundries and other 16nm companies will account for a higher share of revenue. Manufacturers must observe.
Separately, Bloomberg quoted people familiar with the matter as reporting that the outgoing Biden administration plans to further tighten export restrictions on advanced chips such as AI to prevent advanced technologies from falling into the hands of China and Russia. The new measures may harm U.S. chip giants such as Huida and Advanced Micro Devices. Huida and AMD both fell before the market opened on the 9th.
According to people familiar with the matter, the Biden administration plans to expand sales restrictions on AI chips to most regions around the world to control the popularity of AI technology.
It is understood that the few U.S. allies ranked at the first level can basically continue to have unlimited access to U.S. chips. Hostile countries are listed in the third level, which is equivalent to being blocked and unable to import advanced chips. Countries in the second tier will have limited access to total chip computing power.
Taiwan, Japan, South Korea, Europe, etc. are classified into the first level, while mainland China and Russia are classified into the third level. Southeast Asia, the Middle East, etc. belong to the second level and face new restrictions to prevent AI chips from these regions from flowing into China and Russia.
Huida opposed this proposal and issued a press release saying that the Biden administration would impose export controls on most parts of the world before it leaves. The policy change is too big and will not only not help reduce the risk of misuse, but will threaten economic growth and American leadership.

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