US PULLS TSMC'S WAIVER FOR CHINA SHIPMENTS OF CHIP SUPPLIES

US REVOKES $TSM WAIVER FOR CHINA SHIPMENTS

This Keeps China dependent on $NVDA GPUs & funnels AI infra demand to $AVGO networking -- tightening US grip on the chip supply chain. pic.twitter.com/PmUHUG2NE5

— Shay Boloor (@StockSavvyShay) September 2, 2025

The US has revoked TSMC's authorization to freely ship essential gear to its main Chinese chipmaking base, potentially curtailing its production capabilities at that older-generation facility *****VIWVGNi7TX

— Bloomberg (@business) September 2, 2025

所有跟帖： 

• 估计也是谈判手段 -三心三意- ♂ (0 bytes) () 09/02/2025 postreply 08:02:50

• 有人是这样解释的 -chyang98- ♂ (818 bytes) () 09/02/2025 postreply 08:06:03

• 对，技术上就是全面封锁半导体供应链。可能还是谈判的手段啊．：） -三心三意- ♂ (0 bytes) () 09/02/2025 postreply 08:10:25

• 可能是一种谈判手段 -chyang98- ♂ (0 bytes) () 09/02/2025 postreply 08:13:37

• 看到稀土被卡，只能供应更先进的芯片，当时CNBC都报道了 -白桦树2024- ♂ (0 bytes) () 09/02/2025 postreply 08:27:01

• 多读财经新闻能让人进步 -白桦树2024- ♂ (0 bytes) () 09/02/2025 postreply 09:01:49

• 只是谈判手段，甚至只是 Sending a signal; -辽阔的海- ♂ (72 bytes) () 09/02/2025 postreply 08:52:36