台积电被美国“吓破胆”，不敢用大陆制设备

Core Viewpoint - TSMC is taking measures to avoid using semiconductor manufacturing equipment from mainland China in its advanced 2nm chip production line to mitigate potential restrictions from the U.S. government [1][2] Group 1: TSMC's Strategic Decisions - TSMC plans to completely stop using mainland Chinese semiconductor manufacturing equipment in its 2nm production line to avoid U.S. regulatory risks [1] - The 2nm chip production line is set to begin mass production this year, starting in Hsinchu, Taiwan, and later expanding to Kaohsiung [1] - TSMC is also advancing the construction of its third factory in Arizona, which will handle the production of advanced chips [1][6] Group 2: Regulatory Influences - A potential U.S. regulation, led by Senator Mark Kelly, aims to prohibit chip manufacturers receiving U.S. funding from using equipment from "foreign entities of concern," which is widely interpreted to target Chinese suppliers [2] - TSMC is conducting a comprehensive review of all chip manufacturing materials and chemicals to reduce reliance on the mainland Chinese supply chain [2] Group 3: Industry Implications - The move by TSMC reflects a broader trend of "domestic manufacturing" that extends beyond chip production to the entire semiconductor supply chain [5] - The U.S. government is pushing to prevent Chinese equipment manufacturers from entering the global market, as some Chinese equipment is nearing competitive levels [5] - TSMC's actions may accelerate the self-research and development efforts of mainland Chinese equipment manufacturers, potentially reshaping the global semiconductor supply chain in the long term [6] Group 4: Economic Impact - TSMC's significant investments in the U.S., including a $300 billion investment for a major wafer plant in Arizona, could have substantial implications for Taiwan's economy [7] - The Taiwanese government and industry are expressing concerns over the potential economic impact of TSMC's investments in the U.S. [7]