United Daily News (UDN), one of the primary Taiwanese news groups, recently reported that, according to two people familiar with the matter, world’s largest dedicated independent semiconductor foundry TSMC will further tighten the compliance rules on Mainland China customers.
TSMC has notified multiple Mainland customers that, starting from January 31, 2025, if orders of 16 nanometers products or below are not packaged by the vendors in the US BIS “approved OSAT (certified third-party packaging company)” whitelist, and TSMC has not received any certifications from those packaging factories, then order shipments will be suspended. US BIS is Department of Commerce’s Bureau of Industry and Security.
On January 13, the US government announced the launch of new regulations on AI chips, aiming to impose strict global export restrictions these chips. TSMC’s latest move went further to apply more compliance restrictions on Mainland China companies on chips beyond AI GPUs and beyond cutting-edge technologies like 3nm or 7nm processes. The 16nm mature processes are impacted by this new restriction too.
Source: UDN, February 8, 2025
https://udn.com/news/story/7240/8534584