According to Taiwan media reports, TSMC in response to the latest “export control” entity list changes, the first time to start the internal inventory mechanism, a comprehensive stop to receive suspicious customer orders, in order to comply with the so-called U.S. regulations.
Supply chain sources show that TSMC’s internal inventory, inventory out of the Feiteng and other indirect orders through IC design companies, the annual order volume of less than 10,000 wafers. In 2020, TSMC output of 300mm wafers about 12,398,000, Fetion accounted for only about 0.08%, including other adjustments to the impact of the total is not more than 3%. On the other hand, TSMC related capacity vacated, has been quickly filled by urgent orders such as automotive chips, the production line is still operating at full capacity and has not been affected.
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The reason is related to the inclusion of Feiteng in the “entity list”
Last week, the U.S. put Feiteng and seven other mainland Chinese supercomputing companies on the control list, and named TSMC as indirectly providing foundry services for Feiteng. In the face of related issues, TSMC said on the 11th, TSMC will follow “all legal norms”, and will definitely follow the “export control” provisions.
(Screenshot from the U.S. Department of Commerce website)
According to the announcement issued by the U.S. Department of Commerce on the 8th, the seven Chinese supercomputer entities included in the so-called “entity list” are.
Tianjin Feiteng Information Technology Co.
Shanghai Integrated Circuit Technology and Industry Promotion Center.
Chengdu Shenwei Technology Co.
National Supercomputing Shenzhen Center.
National Supercomputing Jinan Center.
National Supercomputing Wuxi Center.
National Supercomputing Center Zhengzhou.
The reason for the blockade is that the above companies “destabilize the military modernization”.
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