What will happen if TSMC continues to supply to China after September 14?

Since Huawei and TSMC have established a cooperative relationship for a long time, Huawei’s 28nm chips have been handed over to TSMC for OEM production. According to the data, Huawei is TSMC’s second largest customer, contributing more than 36 billion yuan in revenue to TSMC in 2019. < / P > < p > not only that, Huawei’s growth rate is faster than Apple’s, which means that Huawei will surpass apple and become the largest customer of TSMC in the future, so TSMC does not want to lose Huawei. < p > < p > after the introduction of the US policy, TSMC has been helping Huawei to produce chips, such as reducing the proportion of us technologies, OEM Huawei’s advanced process chips, analyzing the US ban and lobbying the US government. < / P > < p > even if the U.S. further revised the rules, TSMC also coordinated the misappropriation of production capacity to help Huawei produce additional orders and increase chip reserves. At the same time, it also made it clear that it did not want to happen. What’s more, TSMC said in mid July that it had no plans to continue supplying products to China after September 14. However, Liu also revealed that Huawei could solve the chip problem by purchasing general-purpose products. Therefore, some people ask: Huawei is so important to TSMC, and TSMC does not want to lose Huawei. If TSMC continues to supply to China after September 14, what will happen? It is understood that although ASML in the Netherlands is the only manufacturer in the world that can develop and produce EUV lithography machines, the technology mainly comes from the United States, after all, the research and development headquarters of the United States give more to the Netherlands. In addition, SMIC has long ordered an advanced EUV lithography machine from ASML in the Netherlands, but it has not yet arrived. According to the news, this is a problem caused by the United States, and ASML has not been allowed to deliver goods to SMIC. In other words, if TSMC continues to supply to China after September 14 without the permission of the United States, TSMC will probably not be able to obtain advanced EUV lithography machines. < / P > < p > this means that TSMC will lose the most advanced chip production equipment, and even can not expand its production capacity in the future. After all, the lithography machine is the necessary equipment for chip production. The advanced lithography machine is the necessary equipment for chip production, but don’t think that with the lithography machine, everything will be fine, because the assembly, maintenance and repair of the lithography machine is a huge project. Moreover, the lithography machine is also very expensive and easy to be interfered by the outside world. It is understood that an ASML EUV lithography machine only needs 20 trucks and 3 helicopters for transportation. It contains 100000 parts, 40000 screws, 3 dry wires and 2km long hose, which is difficult to install and maintain. In addition, ASML has established thousands of service centers in Wuxi, Taiwan and other places in China, because its maintenance and repair is also a huge project, and only ASML can complete it. Therefore, if TSMC continues to supply to China without permission, the existing lithography machines of TSMC may not be properly maintained and repaired. < / P > < p > the reason why SMIC’s technology suddenly lags behind TSMC is that, as a result of TSMC’s patent crackdown, SMIC has lagged behind TSMC for many years in terms of technology. < / P > < p > you should know that many silicon chip patents are in the hands of Americans. After all, it is the silicon chips invented by the Americans. If TSMC continues to supply China and the United States cut off the supply of technology, it will also carry out patent suppression, just like Japan in those years. Xiaomi new machine real machine exposure center dig hole screen design or high color thousand yuan machine