However, Taiwan's prohibition on TSMC producing 2-nanometer chips overseas could impact Apple. Taiwan's Minister of Economic Affairs stated that TSMC must keep producing chips using the latest production processes in its home country. This means that Apple cannot take advantage of TSMC's newer chip processes for any chips made in the United States and will have to rely on TSMC's slightly older tech for US-based production.
Key takeaways:
- The US has ordered TSMC to cut AI chip supplies to China over Huawei sanctions, which won't affect Apple but could impact other companies.
- TSMC is suspending shipments of the AI-focused chips to China from Monday, affecting chips made with 7-nanometer processes or advanced designs for AI or graphics processing.
- Taiwan's prohibition of TSMC producing 2-nanometer chips elsewhere could impact the chip market, as TSMC must keep producing chips using the latest production processes in its home country.
- Apple cannot take advantage of TSMC's newer chip processes for any chips made in the US, and will have to rely on TSMC's slightly older tech for US-based production.