Loading...
Market
What will be the impact of TSMC's halt on Chinese AI companies' production capabilities by December 31, 2024?
2
Financial Times•Taiwan Semiconductor Manufacturing Company•TSMC•Chinese•Horizon Robotics•Huawei•China
Resolution / Starting Odds
Significant reduction • 25%
Moderate reduction • 25%
Minimal impact • 25%
No impact • 25%
Industry reports and analysis from credible sources
Story
TSMC to Halt Advanced AI Chip Production for Chinese Clients Including Horizon Robotics from Nov 11 — FT
Nov 8, 2024, 10:47 AM
According to a report by the Financial Times, Taiwan Semiconductor Manufacturing Company (TSMC) is set to suspend production of advanced artificial intelligence (AI) chips for Chinese clients, including Horizon Robotics, starting Monday, November 11th. This move comes as TSMC steps up efforts to comply with U.S. export controls amid concerns over potential connections with Huawei. Chinese AI chip makers, anticipating new sanctions, had placed rush orders in the third quarter to take early deliveries. TSMC had previously suspended output for some China-based AI customers, and the halt in production marks a significant compliance measure affecting China's access to advanced AI chips.
View original story
Similar markets
Significant impact reported • 25%
Moderate impact reported • 25%
Minimal impact reported • 25%
No impact reported • 25%
Significant Decline • 25%
Moderate Decline • 25%
No Change • 25%
Improvement • 25%
Nvidia • 25%
AMD • 25%
Intel • 25%
Other • 25%
Major revenue decline • 25%
Minor revenue decline • 25%
No significant impact • 25%
Revenue growth • 25%
SK Hynix • 25%
Samsung • 25%
Micron • 25%
Nvidia • 25%
Nvidia • 25%
AMD • 25%
Intel • 25%
Other • 25%
Significant negative impact • 25%
Moderate negative impact • 25%
No significant impact • 25%
Positive impact • 25%
Significant slowdown • 25%
Moderate impact • 25%
No noticeable impact • 25%
Acceleration due to alternatives • 25%
Google • 25%
Microsoft • 25%
Intel • 25%
Other • 25%
