Biden's Curbs Extend Global Chip Fall

The video discusses the impact of US restrictions on Chinese semiconductor companies, particularly SMIC, which relies heavily on US equipment makers. The new sanctions are more stringent than those on Huawei, affecting talent flow by requiring US government approval for US citizens working in China's chip industry. Despite challenges, China's semiconductor industry may still grow, albeit slowly, by focusing on applications like smart homes and EVs. TSMC also faces challenges due to its reliance on Chinese designers for high-performance computing chips.

Which company is significantly impacted by US regulations due to its reliance on US equipment makers?

• Huawei

• Intel

• SMIC

• TSMC

What is a major concern regarding US regulations on the Chinese chip industry?

• Talent flow restrictions

• Decreased demand for chips

• Increased production costs

• Lack of raw materials

How might China respond to the restrictions imposed by US regulations?

• By increasing imports from the US

• By outsourcing to other countries

• By developing its own semiconductor equipment

• By halting semiconductor production

What is the main growth driver for TSMC that might be affected by US regulations?

• Memory chips

• High-performance computing chips

• Smartphone chips

• Graphics processing units

What is a potential outcome for TSMC due to the loss of Chinese customers?

• Expansion into new markets

• Improved technology

• Increased market share

• Decreased sales acceleration