The company has already notified its affected customers, which could be an unpleasant factor for China.
At the beginning of the week, we wrote about the fact that from now on, China will definitely not be able to get more modern AI chips from TSMC, and the Economic Daily News according to a recent report, the United States may have asked Samsung’s contract manufacturing business not to serve Chinese needs.
Although the article in question does not specifically mention the intervention of the USA, Samsung has notified the affected Chinese customers that the supply of AI-tailored chips manufactured using a 7 nm or more modern process will be suspended. For this reason, it is likely that the US pressure is also behind the decision of TSMC and Samsung.
This puts China in a particularly difficult situation, since with the elimination of the two largest contract manufacturers, they have to build on SMIC, a company that is technically far from the level of TSMC and Samsung. Although they are theoretically capable of producing 7 nm wafers, they do so with very outdated equipment, which greatly increases the cost of production, and the output is probably not favorable either.
Source: prohardver.hu
