台积电2nm停用大陆设备！

Core Viewpoint - TSMC is halting the use of chip manufacturing equipment from mainland China in its advanced 2nm chip factory to avoid potential disruptions from U.S. restrictions [2][4]. Group 1: TSMC's Production Plans - TSMC's 2nm production line is set to begin mass production this year, starting in Hsinchu City, Taiwan, followed by Kaohsiung City [4]. - A third factory is being constructed in Arizona, USA, for the eventual production of these chips [4]. Group 2: Impact of U.S. Regulations - The decision is influenced by a potential U.S. regulation that may prohibit chip manufacturers receiving U.S. funding from using equipment from "foreign entities of concern," interpreted to include suppliers from mainland China [4]. - The proposed "Chip Equipment Act" aims to restrict companies benefiting from federal support and tax credits from purchasing equipment from these entities [4]. Group 3: Supply Chain Adjustments - TSMC is investigating all chip manufacturing materials and chemicals used to reduce reliance on products from mainland China [4]. - The company plans to collaborate more closely with local suppliers in mainland China to enhance supply chain resilience and increase local procurement where possible [4].