Trump’s Return Exacerbates Tension On US-China Axis

The victory of Donald Trump in the US presidential election aroused the expectations of the new administration of the White House in the field of microcircuit production,

Meanwhile, tension on the Chinese-Ssha-Twin axis continues to grow.

The US Department of Trade required the world’s largest manufacturer of semiconductors, the Taiwanese company TSMC, to suspend the supply of advanced microchips to the PRC. Information about the ban on deliveries became known after TSMC herself notified the US Ministry of Education that one of its chips was in the processor of Huawei, which is a violation of export restrictions.

TSMC announced the intention to stop the supply of chips made for 7-nm or more advanced processes, Chinese clients working in the development of AI and graphic processors (GPU). This was reported by the IJIWE media resource.

Huawei, in turn, said that it did not produce processors based on TSMC chips after the restrictions introduced by the US Department of Trade.

Taiwan is the world’s largest chip manufacturer. It accounts for more than 60% of world production of semiconductors.

Taiwan customers include American companies such as Apple and Nvidia.

According to experts, by 2027 Taiwan will control no more than 60% of the capacity of contract production of chips. The reason for this is called the steps taken by the United States in the direction of localization of the production of chips.

Meanwhile, the United States plans to increase the production of chips in 2027. By the forecast of specialists, the volume of semiconductor products in the United States by 2027 will increase from 12 to 17%. “The Law on Chips and Science”, adopted in Congress in 2022, is aimed at reviving the US semiconductor industry.

It is expected that large companies such as TSMC and Samsung will produce advanced chips in the USA.