On Sept. 15, new restrictions barring sales of U.S. components to Chinese tech giant Huawei went into effect. Those rules would have prevented Intel , AMD , and other American chipmakers from selling any new chips to Huawei.
But shortly after that deadline passed, Intel and AMD announced they had obtained special government licenses that will enable them to continue selling chips to Huawei. Huawei installs Intel and AMD’s x86 CPUs in its PCs and servers, as well as Intel’s Altera FPGA (field programmable gate array) chips in its 5G base stations.
German chipmaker and semiconductor manufacturer Infineon will continue to ship “the great majority of products” to Chinese tech giant Huawei.
TSMC can’t sell to Huawai, this looks like an attack on this industry leader.
Qualcomm put in a big order from Samsung, another blow to TSMC.