On June 9, TSMC first responded positively to the recent cooperation issue with Huawei at the general meeting of shareholders.Liu Deyin, chairman of TSMC, said: "From May 15 this year, that is to July 14, all suppliers including TSMC, such as Samsung and SMIC are in the stage of legal interpretation, only I don’t know if I need to apply for an export license until it expires."
Liu Deyin said that TSMC currently has a dedicated team of lawyers in the United States that will follow up, communicate, and analyze the development of relevant dynamics. It will comprehensively consider the intensity and extent of the US enforcement of the ban, and finally decide whether to apply for an export license on July 14th.
In addition, Liu Deyin predicted that the "friction" will continue. Although Huawei is the first to bear the brunt, it has also affected some U.S. companies, and it is not only a company of TSMC that is in the middle of it. In any case, it is the current task of all companies to actively cultivate "resistance" and find solutions to cope with changes in the general environment.
As for the industry's concern that "TSMC has no Huawei orders", the company said that it hopes that this will not happen, but if it does happen, there will be other brands making up for the vacancy under the market balance mechanism.
In response to questions related to "TSMC's factory in the United States," Liu Deyin said bluntly that TSMC will not have direct cooperation with the US military. The purpose of setting up factories in the United States is for customers and has the opportunity to recruit the world's top technology talents.
At the same time, the operation of TSMC's Nanjing plant is currently normal. The capacity of the 12-inch wafer fab can be expanded to 20,000 by the end of this year, and the orders are full.