Er was wat paniek dat de ASML machines bji TSMC zouden stil vallen wegens het gat dat HUAWEI laat vallen.
Ik lees echter in de newsfeed op Bolero dat dat gat reeds opgevuld is door andere ongeduldige klanten :
Taiwan minister says TSMC has offset lost Huawei orders
12:27 (22/06) - Bron: Reuters
TAIPEI, June 22 (Reuters) - Taiwan Semiconductor
Manufacturing Co (TSMC) has made up its order book
with other customers now that it has lost China's Huawei
Technologies Co Ltd , which is subject to U.S. sales
restrictions, a government minister said on Monday.
TSMC's clients include Huawei's chip division HiSilicon.
However, the U.S. blacklisting of Huawei over security concerns
and trade disputes with China has left the world's biggest
contract chipmaker exposed to diplomatic developments between
two countries where it also has production bases.
Last month, the company unveiled plans for a $12-billion
plant in the United States just hours before the U.S. Commerce
Department outlined a proposal to amend chip export rules - a
move that would restrict TSMC's sales to Huawei.
The amendment would require licences for sales of
semiconductors made abroad with U.S. technology to Huawei, the
world's biggest supplier of telecoms equipment and its
second-largest smartphone maker.
Kung Ming-hsin, the new head of Taiwan's economic planning
agency, the National Development Council, said the United States
was taking aim at a specific company, not Taiwan's economic
relations with China, the island's largest trading partner.
"The United States has not asked Taiwan to cut off all ties
with China. It's aimed at Huawei," Kung told reporters in
Taipei.
The main reason the United States has targeted Huawei is
because it was not transparent and had too close a relationship
with the Chinese government, he added, charges the company has
denied.
"As for TSMC, although their orders no longer have Huawei,
they've quickly been filled up, as other people really need
them," Kung said, without elaborating.
TSMC declined to comment, saying it did not comment on its
customers.
The chairman of TSMC, a supplier to U.S. tech giants such as
Apple Inc , said this month the firm could quickly fill
any order gap should U.S. curbs prevent sales to Huawei.