US Investigation into TSMC's Alleged Support of Huawei's AI Chip Production amidst 5G Export Controls

Overview of the Investigation

The US Department of Commerce is looking into whether TSMC, a leading semiconductor manufacturer, has assisted Huawei in producing advanced AI chips in violation of 5G export controls. Sources revealed that the investigation might shed light on how Huawei, considered a national security risk, continues to acquire necessary technology despite stringent regulations.

Impact of Tariffs and Technology Control

China's access to semiconductors is already limited by rising tariffs and trade restrictions. The Chips Act underscores the US commitment to safeguarding technological resources, particularly with devices manufactured by Taiwan Semiconductor Manufacturing Company (TSMC). Legislative measures are being proposed to further restrict foreign adversaries' access to American-made AI technologies.

Defensive Measures by TSMC

• TSMC has publicly stated its compliance with international regulations.
• The company emphasizes its role as a responsible corporate citizen in the face of growing scrutiny.

Future Outlook

This investigation could reshape how US and Chinese technology companies conduct business, affecting future collaborations and trade strategies in the semiconductor sector. As US-China relations continue to deteriorate, the potential consequences for AI chip production remain a critical point of concern for tech giants like NVIDIA and Qualcomm.