Taiwan-US Trade and Tariffs

Analysis: U.S. Export Controls Put Pressure on TSMC's China Business

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By Klein Wang/Chris Gorin

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Washington’s export controls limit TSMC from expanding its fab in Nanjing, China, potentially shifting business to local chipmakers like SMIC and Hua Hong. That's according to Sravan Kundojjala of SemiAnalysis, who told TaiwanPlus that the Nanjing plant contributes a small but strategically important share of TSMC's revenue. The facility produces mature 16- and 28-nanometer chips used in smartphones, automotive systems and industrial devices, markets where demand remains high.