华为'nin 7nm Yonga Seti "İkinci Yol"u Engellendi: ABD Ticaret Bakanlığı, HiSilicon Cihazlarının Sevkiyatını Durdurdu

According to One Beating monitoring, last week the U.S. Department of Commerce sent a prohibition letter to several chip equipment companies, demanding to stop shipping specific equipment and materials to China's second-largest foundry, HSMC. Lam Research, Applied Materials, and KLA are believed to have received the letter, with their stock prices falling by 3.1%, 4.7%, and 5.8% on Tuesday, respectively.

The Department of Commerce's concern is that HSMC's subsidiary, HSMC Microelectronics, is preparing for a 7nm process. Reuters reported in March that HSMC had started 7nm development at its Shanghai plant, aiming to achieve initial production capacity of thousands of wafers per month by the end of 2026. Currently, only SMIC in China has the capability to mass-produce 7nm chips. Insiders revealed that Huawei is planning to transfer some of its AI chip production from SMIC to HSMC.

The Department of Commerce used the "is-informed" letter mechanism, which allows rapid imposition of licensing requirements without going through a standard rulemaking process. Insiders said that this move could lead to U.S. equipment vendors losing billions of dollars in sales, and HSMC may replace them with domestic or other foreign equipment.