According to the daily report, several insiders pointed out that TEK is gradually phased out Chinese semiconductor equipment used in the first-class chip factories to avoid production hindered by potential restrictions in the United States.

report pointed out that Taiwan Electric's latest 2nm process will be mass-produced this year, first starting the production line in Hsinchu, then starting in Kaohsiung, and planning to build a third factory in Arizona, the United States. However, the latest 2-nano line will no longer be made in Chinese equipment.

People familiar with the matter revealed that this decision is related to the possible new regulations introduced by the United States. US Congressman Mark Kelly proposed the Chip EQUIP Act Act, which would prohibit chip manufacturers who receive US funds or taxes from purchasing equipment from "focusing on foreign entities", and the outside world generally believes that Chinese suppliers will be included.

In the early advanced process lines of Taiwan's computers, some Chinese equipment is still used, such as the etching machine of the China Micro Semiconductor, and the equipment of the US business Mattson Technology, which has been purchased by Chinese funds.

In addition to adjusting equipment purchasing strategies, NTD also uses semiconductor materials and chemicals, with the goal of reducing the dependence on China's supply; at the same time, in order to comply with Chinese policy direction, NTD will strengthen cooperation with local suppliers in China's factory area.

Former senior US government official and semiconductor expert Meghan Harris said Chip EQUIP Act is one of the easiest actions the country has taken to take, but due to some industries’ opposition, the promotion has not been smooth in the past few years. The United States needs to regulate the export of key components to prevent China from independently developing semiconductor equipment, and at least prevent Chinese equipment manufacturers from entering US crystal plants. Ideally, they should also restrict their entry into other markets.

On the other hand, major chip manufacturers in China continue to increase the utilization rate of local equipment. According to Japanese analysis, the exposure machine is still led by ASML. China has not yet developed a feasible alternative, but in other processes, Chinese manufacturers have shown significant progress. For example, China's largest equipment manufacturer, Northern China, has become the sixth-largest conductive equipment supplier in the world, only ASML, Application Materials, Tokyo Vili Technology Innovation, Colin Research and Development, and KLA.

Taiwan has not responded positively to whether to use Chinese equipment in the production line, but emphasized that "as always, NTU's global purchasing strategy focuses on a sound risk management system, and continuously develops diversified supply solutions through close cooperation with suppliers to achieve diversification of supply chains."

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