是说芯语·2025-06-15 11:35Core Viewpoint - Taiwan has implemented technology export controls on Huawei and SMIC, which may significantly hinder their access to critical technologies, materials, and equipment necessary for chip manufacturing and AI chip production [1]. Group 1: Export Control Measures - The "Strategic High-Tech Goods Entity List" updated by Taiwan's Ministry of Economic Affairs includes Huawei, SMIC, and several subsidiaries, requiring prior approval for exports to these entities [1]. - This new regulation is expected to partially sever Huawei and SMIC's channels to obtain essential technologies and materials from Taiwan, which are crucial for building chip factories and producing AI chips [1]. Group 2: Historical Context - Huawei and SMIC have already been placed on the U.S. Entity List, severely limiting their ability to acquire foreign technologies [1]. - Taiwan has long prohibited the export of critical chip manufacturing equipment, such as lithography machines, to mainland China but had not previously listed major Chinese tech companies or chip manufacturers on an entity list [1]. Group 3: Industry Impact - TSMC, a key supplier for companies like Apple and NVIDIA, had to stop supplying Huawei due to U.S. export controls in 2020, highlighting the interconnectedness of these companies within the semiconductor supply chain [1].