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原文標題：Exclusive: TSMC could face $1 billion or more fine from US probe

, sources say

原文連結：https://reurl.cc/3KOj0R

發布時間：April 8, 202511:56 PM GMT+8

記者署名： Karen Freifeld

原文內容：

April 8 (Reuters) - Taiwan Semiconductor Manufacturing (2330.TW), opens new
tab could face a penalty of $1 billion or more to settle a U.S. export
control investigation over a chip it made that ended up inside a Huawei AI
processor, according to two people familiar with the matter.
The U.S. Department of Commerce has been investigating the world's biggest
contract chipmaker's work for China-based Sophgo, the sources said. The
design company's TSMC-made chip matched one found in Huawei's high-end Ascend
910B artificial intelligence processor, according to the people, who
requested anonymity because they were not authorized to speak publicly about
the matter.

Huawei -- a company at the center of China's AI chip ambitions that has been
accused of sanctions busting and trade secret theft -- is on a U.S. trade
list that restricts it from receiving goods made with U.S. technology.
TSMC made nearly three million chips in recent years that matched the design
ordered by Sophgo and likely ended up with Huawei, according to Lennart Heim,
a researcher at RAND's Technology and Security and Policy Center in
Arlington, Virginia, who is tracking Chinese developments in AI.

The $1 billion-plus potential penalty comes from export control regulations
allowing for a fine of up to twice the value of transactions that violate the
rules, the sources said.
Because TSMC's chipmaking equipment includes U.S. technology, the company's
Taiwan factories are within reach of U.S. export controls that prevent it
from making chips for Huawei, or producing certain advanced chips for any
customer in China without a U.S. license.
Heim said that based on the design, which is for AI applications, TSMC should
not have made the chip for a company headquartered in China, especially given
the risk that it could be diverted to a restricted entity like Huawei.

Penalizing TSMC comes at a critical moment for U.S.-Taiwan relations as the
two countries begin re-negotiating their trading relationship after Trump
last week slapped a 32% levy on imports from Taipei. The tariffs exclude
chips, but Trump has said his team is looking at levies on semiconductors.
In March, TSMC said at the White House that it plans to make a fresh $100
billion investment in the United States that includes building five
additional chip facilities in coming years.
Reuters could not determine how the Trump administration will proceed with
TSMC or when the matter would be resolved. Top officials have said they plan
to seek higher penalties for export violations.
A spokesperson for the Commerce Department declined comment. TSMC
spokesperson Nina Kao said in a statement that the company is committed to
complying with the law. She added that TSMC has not supplied to Huawei since
mid-September 2020 and that they are cooperating with the Commerce Department.

No public action has been taken against TSMC. But typically, Commerce issues
a "proposed charging letter" to a company it believes has engaged in
prohibited conduct. The letter usually cites the dates alleged violations
took place, the value, and the formula for a civil penalty, and it gives the
company 30 days to respond.
MORE ENFORCEMENT
At a conference in Washington last month, U.S. Commerce Secretary Howard
Lutnick spoke about the role of export control enforcement in addressing the
threat from China.
"We are going to seek in this administration a dramatic increase in
enforcement and fines for people who break the rules," Lutnick said. "We have
had enough of people trying to make a dollar supporting the people who seek
to destroy our way of life."
Jeffrey Kessler, who was confirmed in March as Under Secretary of Commerce
for Industry and Security to oversee U.S. export controls, was more targeted
at his Feb. 27 nomination hearing, saying that reports of TSMC chips going to
Huawei was "a huge concern" and that "strong enforcement" was critical.
A 10-figure fine for export control violations would be rare. In 2023, BIS
imposed a $300 million penalty on Seagate Technology Holdings (STX.O), opens
new tab as part of a settlement over its shipping over $1.1 billion worth of
hard disk drives to Huawei, as first reported by Reuters.
TSMC first came under scrutiny last fall. TechInsights, a Canadian tech
research firm, took apart a Huawei 910B AI accelerator and found a TSMC die,
as it's also called, in the multi-chip system.
After the TechInsights finding, TSMC suspended shipments to Sophgo and, in
November, as Reuters reported, the Commerce Department ordered the chipmaker
to halt shipments to China of seven-nanometer or more advanced chips that
could be used in AI applications.
In January, Sophgo, which in October denied any business relationship with
Huawei, was placed on the same Commerce department restricted trade list as
Huawei. Sophgo could not be reached for comment.
Huawei's Ascend 910B has been viewed as the most advanced mass-produced AI
chip available from a Chinese company, providing an alternative to
California-based industry leader Nvidia.
Reporting by Karen Freifeld; editing by Chris Sanders and Anna Driver

以下是我請Chat GPT快速摘要:


TSMC的晶片可能因此被轉交給華為，違反了美國的出口管制規定。根據規定，違反出口管

制的罰款可達交易價值的兩倍，TSMC可能面臨重罰。



心得/評論：

各位

廠也設了 關稅也課了 現在還要被罰錢

逮完人是不是命賤

現在歐美股都還有在盤上

會不會明天台股獨憔悴?

995

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