US Regulatory Concerns
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TSMC’s 2nm Production Line to Exclude Mainland Chinese Equipment
TSMC is reportedly phasing out Chinese chipmaking equipment in its most advanced 2nm fabs due to potential U.S. regulatory restrictions, including the proposed “Chip Equipment Act.” This act could prohibit chipmakers receiving U.S. funding from using equipment from “foreign entities of concern,” encompassing Chinese vendors. This move reflects growing geopolitical concerns impacting the semiconductor industry, with TSMC focusing on diversifying its supply chain and increasing localized procurement of materials in both Taiwan and the U.S. to enhance resilience.
