Earlier news said that after Intel and AMD, TSMC has obtained a license from the US Department of Commerce to continue to supply some mature technology products to Huawei, but advanced node products such as mobile phone SoC still cannot be found for Huawei.
Regarding this news, TSMC said when faced with media enquiries that it would not respond to baseless market rumors.
After the United States announced further sanctions on China’s Huawei, TSMC stopped supplying Huawei from September 15th, which also put Huawei in the dilemma of no chips for mobile phones.
Huawei is TSMC’s second largest customer, contributing 14% of TSMC’s revenue in 2019. TSMC Chairman Liu Deyin pointed out at the corporate briefing last quarter that with the changes in U.S. export regulations, TSMC will no longer accept new orders from Huawei after May 15. After the 120-day grace period, that is, after September 15 After shipping to Huawei, the supply will be officially cut off.