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].

多位知情人士透露， 台积电正在其最先进的2nm芯片工厂中停止使用中国大陆芯片制造设备 ，以避免美国可能采取的限制措施扰乱 生产。 台积电2nm生产线将于今年投入量产。生产线计划首先在中国台湾新竹市投产，随后在中国台湾南部高雄市投产。台积电还在美国亚 利桑那州建设第三家工厂，最终将生产此类芯片。 当被要求发表评论时，台积电拒绝评论其生产节点所使用的具体设备，但表示，"与往常一样，台积电的全球采购战略专注于强大的 风险管理系统和与供应商的密切合作，以不断开发多源供应解决方案并使其全球供应商基础多样化。" 转自：天天 IC 加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 三位知情人士透露，这一决定受到美国一项潜在法规的影响，该法规可能禁止接受美国资金或财政支持的芯片制造商使用中国大陆制 造设备。美国议员提出了《芯片设备法案》（Chip EQUIP Act），该法案旨在禁止接受美国联邦支持和税收抵免的企业从"受关注外 国实体"购买设备，业内高管普遍将"受关注外国实体"解读为包括中国大陆供应商。 台积电早期先进芯片生产线中使用的一些中国大陆设备包括来自中微公司（AMEC）以及Mattson Tech ...