What will be the outcome of TSMC's increased client scrutiny by end of 2025?
Increased compliance measures • 25%
Loss of major clients • 25%
No significant impact • 25%
Other outcomes • 25%
Official announcements from TSMC or credible news reports
TSMC Ends Ties with PowerAIR Amid US Export Control Concerns
Jan 11, 2025, 07:27 AM
Taiwan Semiconductor Manufacturing Company (TSMC) has severed its relationship with PowerAIR, a Singapore-based firm, following a client review. The decision was prompted by the discovery of a TSMC chip in a Huawei artificial intelligence (AI) processor, which raised concerns about a potential breach of US export controls. TSMC, the world’s largest contract chipmaker, has not supplied products to Huawei since 2020 due to US sanctions. This move reflects TSMC’s increased scrutiny of its clients to ensure compliance with US export controls and international regulations. Neither TSMC nor Huawei has commented on the matter, and PowerAIR remains unavailable for comment.
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Less than 50% • 25%
55% to 60% • 25%
More than 60% • 25%
50% to 55% • 25%
Positive impact • 25%
Other • 25%
No impact • 25%
Negative impact • 25%
No • 50%
Yes • 50%
US export control concerns • 25%
Other reasons • 25%
Technological disagreements • 25%
Financial disputes • 25%