TSMC Mum on Export Licenses for Shipments to Huawei
Taiwan Semiconductor Manufacturing Company CEO C.C. Wei declined to comment on the “unfounded speculation” that it landed a Commerce Department license to ship to Huawei. “We are complying fully with the regulations,” he said during an Oct. 15 investor call.…
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The company also won’t comment “on our status right now” with Huawei, he said. TSMC is “evaluating the impact to the semiconductor industry” from new export restrictions on Semiconductor Manufacturing International, China’s largest chipmaker (see 2009280022), Wei said. Its factory “capacity planning” is based on “the long-term demand profile” in 5G and high-performance computing as a hedge against unexpected disruptions, he said.