"Nihon Keizai Shimbun" o qotsitse mehloli ha a re ka la 15 Pherekhong ba boholong ba US ba ntse ba eketsa khatello ho TSMC ho batla hore na ba ka etsa qeto pele ho likhetho tsa Amerika le hore na e ka theha lifektheri United States le ho hlahisa lihlahisoa tsa sesole ho United States. .
Ke hantle ho bolela hore TSMC hajoale e ikarabella bakeng sa ho etsa li-chips bakeng sa bahlabani ba US F-35, empa sehokelo sa tlhahiso se tsepame sehlekehlekeng sa Taiwan. United States joale e hloka TSMC ho tlisa mohala oa eona oa tlhahiso United States, lebaka le ntse le thehiloe ho nahannoeng ka "pono ea ts'ireletso ea naha". TSMC e arabile hore ha e ahlole semela se secha United States, empa ha ho na tokisetso e tšoanang.
"Nihon Keizai Shimbun" o senoletse hore pele ho likhetho tsa moetapele oa Taiwan 11, basebetsi ba mmuso ba US ba ne ba buisane le TSMC makhetlo a mangata. Qetellong ea selemo sa 2019, Ian Steff, motlatsi oa motlatsi oa Lefapha la Khoebo la US, o ile a tšoara puo e koetsoeng le mothehi oa TSMC Zhang Zhongmou le molulasetulo Liu Deyin nakong ea ketelo ea hae ea "Taiwan".
Mohloli o mong oa Taiwan o boletse hore United States joale e hloka TSMC ho theha lifeme United States ho hlahisa li-chips tsa sesole United States. "Sena se ipapisitse le likakanyo tsa ts'ireletso ea naha. Ba (Maamerika) ha baa ikemisetsa ho sekisetsa." Mohloli o mong o itse mmuso oa U.S. o tšepa hore TSMC e tla etsa qeto pele ho likhetho tsa U.S., mme e supa hore kopo ena e tsoang lehlakoreng la U.S. "e potlakile."
Hajoale, e laetsoe ke Xilinx, moetsi e moholo ka ho fetesisa oa program ea chip (FPGA) lefatšeng, TSMC hajoale e ntse e hlahisa likausi tsa sesole bakeng sa mohlabani oa US F-35. Leha ho le joalo, ts'ebetso ea tlhahiso e kenelletse Taiwan, mme sehlahisoa sa ho qetela se romeloa United States. Ka lehlakoreng le leng, TSMC, eo hajoale e leng eona feela lithuso tse tlase United States, e ikarabella bakeng sa tlhahiso ea lisenthimithara tse robeli mme ha e kenye letsoho ho tsa sesole.
F-35 mohlabani
Ntlheng ena, Lefapha la Ts'ireletso la US le lona le bonahala le na le maikutlo. Pentagon e bitsitse bareki ba TSMC makhetlo a mangata selemong se fetileng, e re ha ho nahanoa ka maemo a kamano ea Taiwan Strait le likamano tse matla, ho khothalletsoa hore u se ke oa beha li-chipry tsa Taiwan, ho fana ka maikutlo a "se ke oa beha mahe ka basketeng."
Mabapi le "call ea tšohanyetso" ea Amerika, TSMC e arabile: "Ha e laelle ho thehoa ha semela se secha United States, empa hajoale ha se na moralo o tobileng."
TSMC hajoale e na le monyetla o felletseng ka 'marakeng oa lefatše lohle oa chip "karolo ea' maraka e fihlile ho 50%. Ntle le moo, lik'hamphani tse kholo tsa China li kenyeletsa akhaonto ea Huawei bakeng sa liperesente tse 20 tsa lekhetho la TSMC; mmaraka oa Amerika Leboea o kenya chelete e ka bang 60% ea lekhetho la TSMC. Kajeno, TSMC e boetse e phatlalalitse kotara ea bone ea liphetho tsa lichelete tsa 2019. Kotara, lekeno la TSMC e ne e le lidolara tse limilione tse likete tsa 10,39, keketseho ea 10,6% selemo le selemo. Kakaretso ea TSMC e ne e le 50.2% mme phaello e ne e le 36,6%.
Ho bohlokoa ho bolela hore haufinyane SMIC e theotsoe hole le TSMC mme e hapile taelo ea 14nm ho tsoa Huawei Hisilicon. Ts'ebetso ea 14nm ha se khomo e kholo ea chelete ea TSMC. Tlaleho ea lichelete tsa k'hamphani e bontša hore ts'ebetso ea 7nm e kentse 35% ea lekhetho lohle kotareng ea bone ea 2019.
Leha ho le joalo, ho ea ka pono ea 'maraka, litaba tsa hore TSMC "e ea hlahisa li-chips tsa sesole United States" li ile tsa thijoa ke litaba tse mpe tsa hore "lehlakore la US le hatelletse Huawei ka ho eketsehileng." Ka la 15 Pherekhong, Reuters e phatlalalitse hore United States e tla ntlafatsa katleho ea taolo ea "mokhatlo" le ho fokotsa maemo a tlase a "litaba tsa theknoloji tsa US" tse fumanehang lik'hamphaning tsa mokha oa boraro ho tloha 25% ho isa ho 10%. Tlas'a melaoana e mecha, ho lebelletsoe hore lik'hamphani tse ling tse nang le kamano ea khoebo le Huawei li tla angoa ke taolo ea "lenane". Mme TSMC ha e so ka e tlola "25% e khubelu" mola, mme e ntse e tsoela pele ho fana ka Huawei.
E ameha ke sena, setoko sa TSMC US se theohile 3,2% ka la 15.
