According to foreign media Barron's, if the U.S. government wants to cut off the lifeblood of China's science and technology industry, it will inevitably affect TSMC and Samsung, which are in a key position. But in the end, the market reality will prevail over politics and not fall victim to the two powers. Barron's pointed out that TSMC is the leader of wafer foundry and also produces chips for 5g technology and cloud services. Samsung Electronics and its South Korean rival SK Hynix supply about 70% of the world's memory chips.
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Barron's believes that the new regulations proposed by the United States seem to have a major impact on TSMC, because the company uses American equipment to produce semiconductors and sell them to Huawei, which is second only to TSMCAppleSecond largest customer.
GF Pu technology research director Jeff Pu said chip production technology was dominated by the US, and the production line was mainly Chinese mainland, and China Taiwan supply chain was just in the middle. But since the new regulations issued by the US Department of Commerce, TSMC's share price still rose 9%, which did not scare away investors.
Mehdi Hosseini, senior Equity Analyst at Susquehanna International Group, believes that market reality will prevail over politics, and TSMC will be able to continue to sell products around the world. TSMC's investment in R & D is huge, and the cost of the investment is limited by the customers in the US and Chinese mainland.
Kevin wolf, a partner in trade law at akin Gump, a Washington law firm, said the regulations of the U.S. Department of commerce are flawed. Chip manufacturers may still be able to circumvent new restrictions, sell chips to middlemen and resell them to Huawei, or claim that these chips are not "direct products" made with U.S. equipment.
Pu of GF Securities said that a day before the US Department of Commerce upgraded its containment measures against Huawei, TSMC had announced that it would invest 12 billion US dollars to build a factory in Arizona, although the factory may not be set up, but it showed that TSMC "tried to get closer to the US."
Barron's believes that although it will take years for technology companies to cope with the cruel test of countries threatening to close their borders and compete for materials, it is certain that TSMC and Samsung will still have a place.