Taiwan Semiconductor Manufacturing Company suspended shipments to China-based chip designer Sophgo after a chip it made was found on a Huawei AI processor, according to two people familiar with the matter.
Sophgo had ordered chips from TSMC that matched the one found on Huawei’s Ascend 910B, the people said. Huawei is restricted from buying the technology to protect U.S. national security. Reuters could not determine how the chip ended up on the Huawei product.
Tech research firm TechInsights discovered the TSMC chip on Huawei’s Ascend 910B when it took apart the multi-chip processor, a different source told Reuters on Tuesday. Alerted to the finding, about two weeks ago TSMC notified the U.S., the source said.
B-b-but China said all their chips are self made and that sanctions only accelerate their technological progress. You mean they got caught lying through their teeth again?
How do US restrictions factor in here? TSMC is a Taiwanese company with only one operational plant in the US, the majority are in Taiwan, China, and Japan.
The US is the primary military force protecting Taiwan, by treaty. That’s likely why.
Your friend knows a secret recipe for the best chocolate chip cookies. Your mother owns the best ovens in town.
Your friend cuts a deal with your mother to use her oven exclusively. Your mother agrees knowing she’ll get to charge your friend every time they use the ovens.
This is like that. The main value is in the design (recipe). Modern foundry’s are also complex and difficult to operate affordably, but they exist all over the planet. It’s ultimately the partnerships that makes it all possible.
Not all foundries are the same. Taiwan is leading the way for quite a long time.
There’s a lot of money in both intellectual property and physical manufacturing. Trying to do an analogy with software is unfair because in software most of the costs is labor, and once the first copy is made you can make and sell as many extra copies as you want. Physical manufacturing needs machine maintenance, and expensive materials in this case.
There is likely a lot of US tech in that chip. TSMC is just a fab, they don’t have a lot of their own technology, they buy thousands of pieces of tech from all over the world to make their chips. A lot of that comes from the US.
Countries willing to pass on a US patent to China stop getting the chips (or, in this case, chip-making jobs, realistically, but that still hurts)
Also Taiwan doesn’t wanna help China and even if a US sanction was just an excuse to hurt China and get away with it they’d probably do it.
Edit: in this case, this chip is “foreign-produced items […] that are the direct product of U.S. technology or software”, according to the article. I feel it was implied but clarity is always good. US technology, used with permission in a Taiwanese good, and that permission could be retracted.
When I read “processor” in this context, I’m usually thinking of a discrete component. Wat?
I could understand being surprised to find a certain processor in a chip, but how y’all fitting chips in processors? I’m guessing that this is just another tech “journalism” failure.
https://asiatimes.com/2024/10/huawei-uses-tsmc-loophole-to-bypass-us-chip-ban/
There’s a semi-realistic graphic in that article. You can see multiple components in one package.
Besides, CPUs have had integrated GPUs for years now. I’m not sure why you’d be surprised to hear about separate multiple processor chips inside one big processor package.
You don’t seem to understand what I’m saying.
I’d be surprised to find a Cortex M0 in an SoC that billed itself as having a Cortex M33, for example.
A System on a Chip can often have a CPU, GPU, and other subprocessors all on one die, but multiple chips on a processor is backwards.
So… you’re saying calling a productized die a “chip” is inappropriate? I think you’d be in the minority.
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It’s fucking hilarious when people are so confidently and aggressively wrong like this.
Sure, ignore the professional.
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Seems my other, completely reasonable retort was removed 🙄
So all I’ll say is: based on you seemingly not understanding what a chip is, it seriously brings into disrepute your claim that you are a professional in the semiconductor industry.
