- A company faces sales approval hurdles and requires U.S. licenses to access the $200 billion CPU market in China.
- Nvidia leverages Taiwanese partners in its supply chain and receives licenses for advanced AI chip exports to China, aiming for the $200 billion market.
- Huawei and DeepSeek are competing in advanced chip manufacturing, representing China's push against US export limits.
TSMC has established operational bases in Nanjing and Shanghai, as of September 5, 2025.
2 reports, 2 independent
Updated Sep 5
Gone quiet
Reached 2 outlets in its first 24 hours
- Reports
- 2
- Developments
- 1
- Repetition
- 50%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
TSMC has established operational bases in Nanjing and Shanghai, as of September 5, 2025.
Who's involved
What this event is mainly aboutKeep exploring
Part of
Huawei and DeepSeek are competing in advanced chip manufacturing, representing China's push against US export limits.Also in this story
- DeepSeek is training models on Huawei hardware, which is competing against Nvidia's chips in the context of China's push against US export limits.
- Huawei and Hua Hong Semiconductor are developing domestic alternatives like Ascend processors due to US export controls.
The entities involved
-
TSMC
semiconductor foundry company headquartered in Taiwan
-
Nanjing
capital city of Jiangsu Province, China, former capital of the Republic of China and China's Ming dynasty
Nothing else this week.
-
Shanghai
provincial-level municipality in China
Related events
- RSMC launches Asia tour in Taipei, Beijing, Shanghai, and Shenzhen.
- TSMC is building Fab 25 near Taichung city, reinforcing its role as a critical manufacturing base for Nvidia.
- TSMC continues to operate amidst the complex geopolitical environment of Taiwan.
- TSMC and NXP Semiconductors attended a fab opening in Singapore, marking a significant development in the local semiconductor industry.
Coverage
Newest first; wire copies grouped- GuruFocus.comTSMC Faces New U.S. Curbs on Chip Equipment for China This article first appeared on GuruFocus. The U.S. is dialing up pressure on foreign chipmakers operating in China, and this time, it's TSMC (TSM
- BloombergUS Pulls TSMC’s Waiver for China Shipments of Chip Supplies (Bloomberg) — The US has revoked Taiwan Semiconductor Manufacturing Co.’s authorization to freely ship essential gear to its main Chinese c