Jinwu Financial News | Semiconductor concept stocks fell collectively. As of press release, Hongguang Semiconductor (06908) fell 13.24%, Huahong Semiconductor (01347) fell 7.81%, Becker Micro (02149) fell 3.5%, Shanghai Fudan (01385) fell 2.7%, and SMIC (00981) fell 2.39%.
According to recent media reports, the US Department of Commerce sent a letter to TSMC requesting that it stop supplying 7 nm and more advanced AI chips to customers in mainland China starting on the 11th. Sources said that TSMC has notified affected customers that it will suspend delivery of related chips from the 11th. According to another report, the latest control measures are limited to AI/GPU related chips, and chips used in mobile phones, automobiles, and communications are not affected.
CITIC Securities said that in a context where Trump's rise to power may increase competition in technology, market concerns have intensified about situations where the US restricts mainland Chinese companies from obtaining TSMC's advanced process chip foundry and other stricter controls. For mainland Chinese companies, especially AI chip companies, mainland China's “usable advanced processes” and international advanced manufacturing processes have become two supply chain systems. Domestic related fabs may rely on domestic equipment supply chains to expand production, expand revenue growth space in the long term, and are expected to lead to improved profitability.