NEWS

On November 12, Electronic Technology Applications reported that the U.S. Department of Commerce had instructed TSMC to cease cooperation with companies in mainland China and Macau starting November 11. This directive bans the supply of 7nm and more advanced process chips (excluding Hong Kong). Reports suggest that Samsung Electronics has followed suit.

This suspension is expected to exacerbate supply chain risks for China’s semiconductor industry in the short term. However, in the long run, it may act as a catalyst, driving technological breakthroughs and accelerating the localization process.