U-Nihon Keizai Shimbun "ucaphule imithombo yolwazi wathi ngoJanuwari 15 ukuba abasemagunyeni e-US benyuka ngoxinzelelo kwi-TSMC bafuna ukuba benze isigqibo phambi konyulo lwase-US nokuba banokumisela iifektri e-United States bavelise neetshipsi zasemkhosini iunited States. .
Kuya kufuneka ukuba sikhankanye ukuba i-TSMC inoxanduva lokwenza iimveliso zeembaleki zaseMelika F-35, kodwa ikhonkco lokuvelisa ligxile kwisiqithi saseTaiwan. I-United States ngoku ifuna i-TSMC ukuzisa umgca wayo wokuvelisa e-United States, isizathu sisasekwe ekuqwalaselweni "kokhuseleko lukazwelonke". I-TSMC iphendule ngelithi ayizikhupheli isityalo esitsha e-United States, kodwa akukho lungiselelo lifanayo.
"UNihon Keizai Shimbun" utyhile ukuba ngaphambi konyulo lweenkokeli zaseTaiwan 11, amagosa aseburhulumente wase-US ayekhe wanxibelelana ne-TSMC kaninzi. Ukuphela konyaka ka-2019, u-Ian Steff, usekela kasekela webambela kwi-US ye-Commerce, wabamba intetho evaliweyo kunye nomsunguli we-TSMC uZhang Zhongmou kunye nosihlalo uLiu Deyin ngexesha lotyelelo lukaTaiwan.
Umthombo eTaiwan wathi i-United States ngoku ifuna i-TSMC ukuseta iifektri e-United States ukuba zivelise i-chips zaseMelika e-United States. "Oku kusekwe kwimigqaliselo yokhuseleko lukazwelonke. (BaseMelika) abazimiselanga kulalanisa." Omnye umthombo uthe urhulumente wase-U.S unethemba lokuba i-TSMC iya kwenza isigqibo phambi konyulo lwase-U.S, kwaye ichaza ukuba esi sicelo sivela e-U.S.
Okwangoku, ugunyaziswe yi-Xilinx, umakhi omkhulu we-chip programmable chip (FPGA), i-TSMC okwangoku ivelisa i-chips zomkhosi we-F F 35 35 fighter. Nangona kunjalo, inkqubo yemveliso igxilwe eTaiwan, kwaye imveliso yokugqibela yathunyelwa kwelinye ilizwe e-United States. Ngokwahlukileyo, i-TSMC, okwangoku kuphela kwenkxaso-mali e-United States, inoxanduva lwemveliso ezisibhozo ze-intshi kwaye ayibandakanyi ii-chips zasemkhosini.
F-35 yokulwa
Ngokuphathelene noku, iSebe lezoKhuselo laseMelika nalo libonakala linemibono. I-Pentagon ebizwa ngokuba ngabathengi be-TSMC kaninzi kulo nyaka uphelileyo, ibanga ukuba kuqwalaselwa imeko yeTaiwan Strait kunye nobudlelwane obuxineneyo, kuyacetyiswa ukungabeki chip kwiTaiwan, kuthetha ukuba "ungafaki amaqanda ebhaskiti."
Ngokuphathelele "umnxeba ongxamisekileyo" wase-US, i-TSMC iphendule: "Ayikugxeki ukusekwa kwesityalo esitsha e-United States, kodwa okwangoku asinaso isicwangciso esithile."
I-TSMC okwangoku inenzuzo epheleleyo kwintengiso ye-chip global-indawo yentengiso yayo ifikelele malunga ne-50%. Ukongeza, iinkampani ezinkulu zase China kubandakanya i-akhawunti ye-Huawei malunga ne-20% yemali ye-TSMC; imarike yaseMntla Melika inegalelo malunga ne-60% yemali ye-TSMC. Namhlanje, i-TSMC ikwabhengeze ikota yesine yeziphumo zezezimali ezingama-2019. Kwikota, ingeniso ye-TSMC yayiyi-US $ 10.39 yezigidigidi, ukunyuswa kwe-10.6% ngonyaka-ngonyaka. Umda opheleleyo we-TSMC wawungama-50.2% kwaye inzuzo ethembekileyo yayiyi-36.6%.
Kufanelekile ukuba sichaze ukuba i-SMIC isandula kuncitshiswa i-TSMC yaphumelela i-14nm oda evela ku-Huawei Hisilicon. Inkqubo ye-14nm ayisiyiyo inkomo yemali ye-TSMC. Ingxelo yemali yale nkampani ibonakalisa ukuba inkqubo ye-7nm ibalwe iipesenti ezingama-35% yengeniso kwikota yesine ka-2019.
Nangona kunjalo, ngokwembono yentengiso, iindaba zokuba i-TSMC "iya kuvelisa ii-chips zasemkhosini e-United States" yathwaxwa ziindaba ezimbi ukuba "icala lase-US liye lamcinezela uHuawei." Ngomhla we-15 kaJanuwari, iiReuters zadiza ukuba i-United States iza kwandisa ukusebenza kolawulo "lwequmrhu" kwaye inciphise ubuncinci bomgangatho "wobugcisa base-US" obuqulathwe ziinkampani zangaphandle ukusuka kwi-25% ukuya kwi-10%. Ngaphantsi kwemithetho emitsha, kulindeleke ukuba iinkampani ezininzi ezinobudlelwane beshishini kunye neHuawei zichaphazeleke kulawulo "lwezinto zombutho". Kwaye i-TSMC ayophulanga "i-25% yomgca obomvu" ngaphambili, kwaye iyaqhubeka nokubonelela ngeHuawei.
Ukuchaphazeleka koku, i-TSMC yase-US isitokhwe yangena kwi-3.2% nge-15.
