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Earnings flood from China's stocks: Is a turnaround on the horizon?
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Taiwan Semiconductor's failure to supply Chinese goods will be detrimental to Alibaba, Baidu, and other Chinese internet companies.

Taiwan Semiconductor will start closing the door to producing advanced artificial intelligence chips for China from Monday.
Kathrin Hille reported from Manila, while Ryan McMorrow reported from Peking.
Stricter rules from Taiwan Semiconductor could potentially reset the ambitions of Chinese technology giants like Alibaba and Baidu, which have already invested heavily in designing semiconductors for their AI clouds, with more and more AI chip design startups turning to this Taiwanese group for manufacturing.
Source: Financial Times
Taiwan Semiconductor's failure to supply Chinese goods will be detrimental to Alibaba, Baidu, and other Chinese internet companies.
Taiwan Semiconductor's failure to supply Chinese goods will be detrimental to Alibaba, Baidu, and other Chinese internet companies.
Taiwan Semiconductor's failure to supply Chinese goods will be detrimental to Alibaba, Baidu, and other Chinese internet companies.
Taiwan Semiconductor's failure to supply Chinese goods will be detrimental to Alibaba, Baidu, and other Chinese internet companies.
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  • TMW1986 : Not sure. I think previously Baba got develop its own chips. They know US dont allow them to buy, so not an issue.

  • Buy Monopoly Only : It doesn't matter what's unfavorable. The domestic AI market belongs to the domestic market. Foreigners simply can't reach it. Everyone will be indifferent to whether it's advantageous or not.

  • 16055153 TMW1986 : Baba designed their own chips, but Baba is unable to manufacture the chips, so Taiwan Semiconductor is responsible for production. Therefore, without Taiwan Semiconductor's involvement, Baba cannot obtain the chips, as the yield of Semiconductor Manufacturing International Corporation's processes below seven nanometers is extremely low, with high failure rates, making it practically impossible to produce anything below five nanometers.

讓 價值地緣投資 支撐 家庭成長。 使 財政軍事產業 支持 公民權錢。
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