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： 

• 估計也是談判手段 -三心三意- ♂ (0 bytes) () 09/02/2025 postreply 08:02:50

• 有人是這樣解釋的 -chyang98- ♂ (818 bytes) () 09/02/2025 postreply 08:06:03

• 對，技術上就是全麵封鎖半導體供應鏈。可能還是談判的手段啊．：） -三心三意- ♂ (0 bytes) () 09/02/2025 postreply 08:10:25

• 可能是一種談判手段 -chyang98- ♂ (0 bytes) () 09/02/2025 postreply 08:13:37

• 看到稀土被卡，隻能供應更先進的芯片，當時CNBC都報道了 -白樺樹2024- ♂ (0 bytes) () 09/02/2025 postreply 08:27:01

• 多讀財經新聞能讓人進步 -白樺樹2024- ♂ (0 bytes) () 09/02/2025 postreply 09:01:49

• 隻是談判手段，甚至隻是 Sending a signal; -遼闊的海- ♂ (72 bytes) () 09/02/2025 postreply 08:52:36