The United States requires chip manufacturers to hand over confidential data. TSMC agrees to hand it in: but will not leak secrets
Not long ago, the US Department of Commerce suddenly issued a request for TSMC, Samsung and other semiconductor companies to hand over confidential data in order to investigate the issue of semiconductor shortages. Intel, SK Hynix, and many other companies have agreed to hand it over. TSMC only agreed to hand over the commercial data yesterday, which was considered a compromise, but the company said it would not disclose customer secrets.
As previously reported, the United States requires relevant companies to submit relevant data, including commercial secrets such as inventory, sales and customers, within 45 days. Such a requirement will put the company in a difficult position.The industry is concerned that disclosing yield information to the United States means disclosing its own semiconductor standards, which may cause foundries to be at a disadvantage in the price negotiation process.
US Secretary of Commerce Raymondo said that the government needs more information and needs to know where the chips are going to be shipped and where the bottleneck is, so that they can prevent problems before they happen.
Raimondo reminded industry executives that if they do not voluntarily share information, she may invoke the Cold War-era Defense Production Act to force them to share information.
In this request, TSMC’s attitude is particularly noticeable, because they are the world’s largest foundry, and the technology is also the most advanced. They have mastered the secrets of companies such as Apple, AMD, Qualcomm, NVIDIA, and many other domestic companies. The chip design company also relies on TSMC’s foundry, so it is very sensitive.
Intel, SK Hynix, Infineon, etc. have all promised to submit relevant data on schedule within 45 days.TSMC dragged its feet until yesterday, stating that it would submit relevant information to the United States before the November 8 deadline.
TSMC’s statement also sparked heated discussions, and its customers were also worried that TSMC would leak their confidential information to the US government. Regarding this, Fang Shuhua, deputy general manager and chief legal officer of TSMC, said in an interview a few days ago that customers are one of the elements of TSMC’s success.TSMC will not leak sensitive information, especially confidential customer information. Shareholders and customers are requested not to worry.
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