Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday said it had notified the US government that one of its chips was reportedly found in a Huawei Technologies Co (華為) product, in a possible breach of US export restrictions.
International media reports said that Canada-based research firm TechInsights recently discovered an Ascend 910B chip manufactured by TSMC while taking apart Huawei’s highest-end artificial intelligence (AI) accelerators. The Ascend 910B chip is considered the Chinese company’s most advanced AI chip.
TechInsights informed TSMC of its findings before publishing them in a report — which has yet to be released — while TSMC notified the US Department of Commerce, Reuters reported.
Photo: Bloomberg
The US placed Huawei on a trade restriction list in 2019 for national security reasons, meaning the Shenzhen-based company is barred from doing business with TSMC and its contract chipmaking peers without a US government license.
The Taiwanese chipmaker has said it stopped all shipments to Huawei after Sept. 15, 2020, which the company reiterated when asked about the TechInsights report.
“TSMC is a law-abiding company, and we are committed to complying with all applicable rules and regulations, including applicable export controls. In compliance with the regulatory requirements, TSMC has not supplied to Huawei since mid-September 2020,” the company said in a statement yesterday. “We proactively communicated with the US Commerce Department regarding the matter in the report. We are not aware of TSMC being the subject of any investigation at this time.”
Huawei said in a statement it has not “produced any chips via TSMC after the implementation of the amendments made by the US Department of Commerce to its FDPR that target Huawei in 2020,” referring to the foreign direct product rule — a US trade restriction.
“Huawei has never launched the 910B chip,” the company said.
A commerce department spokesperson said that the agency’s Bureau of Industry and Security (BIS), which is responsible for semiconductor trade restrictions, is “aware of reporting alleging potential violations of US export controls.”
“We cannot comment on whether any investigation is ongoing,” the spokesperson said. “BIS is committed to ensuring compliance with the robust controls we have put in place related to China’s acquisition of advanced semiconductors.”
BIS officials met with TSMC executives in the middle of this month about issues relating to the chipmaker’s supply chain, including whether third-party distributors might provide China the ability to access restricted technology, said one of the people, who described the meeting as collaborative.
The meeting did not touch on the TechInsights report, the person said.
It is not clear whether Huawei had designed or placed orders for the 910B chip prior to its blacklisting. The processor was first spotted in server products as early as 2022, Washington-based think tank the Center for Security and Emerging Technology said.
It started gaining exposure in Chinese news outlets last year, although Huawei has not officially hosted a launch event.
IFlytek Co (科大訊飛) unveiled a new server product with the AI accelerator in August last year, and Baidu Inc (百度) ordered more than 1,000 910B units last year, Taipei-based research firm TrendForce Corp (集邦科技) said.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the world’s largest foundry service provider, yesterday said that global semiconductor revenue is projected to hit US$1.5 trillion in 2030, after the figure exceeds US$1 trillion this year, as artificial intelligence (AI) demand boosts consumption of token and compute power. “We are still at the beginning of the AI revolution, but we already see a significant impact across the whole semiconductor ecosystem,” TSMC deputy cochief operating officer Kevin Zhang (張曉強) said at the company’s annual technology symposium in Hsinchu City. “It is fair to say that in the past decade, smartphones and other mobile devices were
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