The new US rules require foreign manufacturers using U.S. chipmaking equipment to get a license before being able to sell semiconductors to Huawei. There is no indication that the U.S. will grant licenses either. That will apply to Taiwanese contract chip manufacturer TSMC.

— Arjun Kharpal (@ArjunKharpal) May 18, 2020

While Huawei designs chips in-house, via its HiSilicon division, those are actually made by TSMC.

Chips are a critical part of a swathe of Huawei products from 5G base stations (required to build mobile networks) to its smartphones. So the new rules could hit a huge part of biz

— Arjun Kharpal (@ArjunKharpal) May 18, 2020

China’s state-backed funds pumped $2.25 billion into a local wafer plant to support advanced-chip making https://t.co/chdUjOLMQj

— Bloomberg Next China (@next_china) May 17, 2020

World War Tech https://t.co/ngKpZbdOHd

— Mike Dudas (@mdudas) May 17, 2020

A thread on the new US rules around chip exports to #Huawei and the impact it could have.

The short version: A potentially huge blow to Huawei. This is one of the biggest moves Washington has made against the Chinese firm. https://t.co/wp20h0PH6A

— Arjun Kharpal (@ArjunKharpal) May 18, 2020

The problem for Huawei is it relies on TSMC for nearly all of its chips for smartphones in particular. @neiltwitz estimates around 98% of Huawei's smartphone-related chips manufactured by TSMC. So what are Huawei's options? Look to diversify, right? Very tough task because...

— Arjun Kharpal (@ArjunKharpal) May 18, 2020

When will we cancel UK orders from Huawei? @BorisJohnson @RishiSunak @DominicRaab @MPIainDS @DavidDavisMP @brexitparty_uk @Nigel_Farage @TelePolitics @Daily_Express @SunPolitics @DailyMailUK @afneil @IainDale @GuidoFawkes @NickFerrariLBC @KayBurley https://t.co/pSC4mIfSKE

— Diane Bowler (@DMB12445) May 18, 2020

A thread on the new US rules around chip exports to #Huawei and the impact it could have.

The short version: A potentially huge blow to Huawei. This is one of the biggest moves Washington has made against the Chinese firm. https://t.co/wp20h0PH6A

— Arjun Kharpal (@ArjunKharpal) May 18, 2020

米はファーウェイ（華為）への事実上の禁輸措置を強化。海外企業は華為に米国製品含む半導体の販売には米国の事前許可取得を義務化。もはや完全に華為スマホチップの90%以上を生産・供給する台湾TSMCを狙い撃ち。華為は中国5G戦略の中核企業だけに中国政府の報復必至か。CNBChttps://t.co/uWwKaUDjnp

— 全力米国株@英語ニュース/市況/株価/貯金と給料を全力で米国株に突っ込むブログ (@komcdspxl) May 18, 2020

New ban on Huawei blocks access to non-US chipmakers.https://t.co/6xPjf2puRh

— Nikkei Asian Review (@NAR) May 16, 2020

Trump's new ban on Huawei blocks access to non-US chipmakers, aiming to choke the Chinese tech company.https://t.co/Z3DxGXvwz5

— Nikkei Asian Review (@NAR) May 15, 2020

중국, 로컬 반도체 제조업체 SMIC에 22.5억 달러 수혈
- 중국, SMIC의 월 생산량 5배로 늘리는 것 목표로 해
- 이제 SMIC 자본 35억 달러에서 65억 달러로 증가
- 그러나 SMIC의 회사 지분 50.1%에서 38.5%로 줄어
- 현재 월 6000장 14nm 웨이퍼 생산을 35000장으로 늘릴 계획https://t.co/9bcIw1tmEV

— Wan Ki Choi (@wkchoi) May 17, 2020

"#China’s state-backed funds pumped $2.25B into a SMIC wafer plant this wk to support domestic semiconductor chip making as DC tightens tech restrictions on Beijing..."https://t.co/o9upEKJsZR

— China Beige Book (@ChinaBeigeBook) May 17, 2020

China Threatens to Add Apple, Other US Companies to 'Unreliable Entity List' https://t.co/hhDqvzOKhq

— Sharon K. Gilbert (@sharonkgilbert) May 18, 2020

#TSMC has halted new orders from #Huawei after May 15 to fully comply with US latest ban on China’s largest tech giant. Original reporting by @ChengTingFang on @NAR #tradewar https://t.co/SNXTDM6lUg

— Lauly Li (@Lauly_Th_Li) May 18, 2020

Good morning, America. This was our most read story while you were sleeping.https://t.co/ei2JMuy3CY

— Nikkei Asian Review (@NAR) May 18, 2020

BREAKING | #TSMC halts new #Huawei orders after US tightens restrictionshttps://t.co/vvEGQCFuY1

— Nikkei Asian Review (@NAR) May 18, 2020

Taiwan’s TSMC has stopped taking orders from its top customer — Huawei.

This is because of new US sanctions that are aimed at killing China’s 5G advancementhttps://t.co/F0mYzgjrS9

— CaliCali2000 (@CaliCali2000) May 18, 2020

TSMC halts new Huawei orders after US tightens restrictions https://t.co/ysok7QOljK

— Eunice Yoon (@onlyyoontv) May 18, 2020

TSMC is losing Huawei, its second largest customer, accounting for ~14% of revenue. Yet the stock is up 3%??https://t.co/X563GVYP9x

— James Wang (@jwangARK) May 18, 2020

Taiwan Semiconductor Manufacturing Co., the world biggest contract chipmaker, has halted new orders from Huawei Technologies in response to tighter U.S. export controls, multiple sources told the Nikkei Asian Review https://t.co/MGixSJxBva

— Tom Lasseter (@TomLasseter) May 18, 2020

TSMC halts new Huawei orders after US tightens restrictions - Nikkei Asian Review https://t.co/8ZurSHsYW5

— Paul Triolo (@pstAsiatech) May 18, 2020

Cannot overstate how hard this new rule hits Huawei.

"Huawei...relies heavily on TSMC to manufacture its advanced chip designs -- including all of the mobile processors used in Huawei's flagship smartphones." #Huawei #TSMC https://t.co/J6SDc9nAen

— Martijn Rasser (@MartijnRasser) May 18, 2020

Full text here: https://t.co/RV79ONlxJF

— Vincent Lee (@Rover829) May 18, 2020

https://t.co/TiNC4iSnNK@BaldingsWorld @taiwanformosan @nthusharon tsmc refused to comment ofc.

good news just keeps coming eh?

— ❻❹??????????? (@64tetrahedron) May 18, 2020

화웨이, TSMC의 자사 칩 생산 중단 소식 후 미국에 반격
- 화웨이 순번 회장 구오 핑, 연례분석가서밋에서 미국의 공격에 대해 아직 파악하지 못했다면서 미국이 계속 공격하고 있지만 이는 전세계 산업을 손상시킬 것이고 자사 사업 필연적으로 영향받을 것을 예상한다고 말해https://t.co/NMBAyIaggE

— Wan Ki Choi (@wkchoi) May 18, 2020

Huawei hits back at US as TSMC cuts off chip orders https://t.co/JRCoGruBkU pic.twitter.com/eqgrkhVGJD

— The Verge (@verge) May 18, 2020

//TSMC didn’t deny the reports but called them “purely market rumor,” according to Reuters. //https://t.co/bR5P6jYc2F pic.twitter.com/lNj4NrxJmF

— Crowl (@Cassius201062) May 18, 2020

Take that commies! Thank you Taiwan @MOFA_Taiwan https://t.co/BUUqLC8xbm

— Christian Whiton (@ChristianWhiton) May 18, 2020

#Huawei calls new U.S. rules discriminatory while seeking solutions

more: https://t.co/eGWIre751Z pic.twitter.com/WxfuEZh3H6

— CGTN (@CGTNOfficial) May 18, 2020

#TSMC, the world’s largest contract #semiconductor maker, reportedly stops taking new orders from #Huawei, its 2nd largest customer, after new #US export controls. It means more difficult for Huawei to obtain #chips produced using U.S. technology.https://t.co/cDSpb7oWzA

— ?Guo Library? (@GuoLibrary) May 18, 2020

Why new U.S. rules on selling chips to Huawei could be a ‘big blow’ for the Chinese tech giant #SmartNews https://t.co/W5ZTxdTQ9X

— ❌Joe FreedomLover❌?????? (@JoeFreedomLove) May 18, 2020

Here it goes: https://t.co/XIgMCTruZo

— Abdullah Saad (@kursed) May 18, 2020

TSMC halts new Huawei orders after US tightens restrictions - Nikkei Asian Review - May 18 https://t.co/edIL2eDDkY

— Pham Quang Vinh (@vinhlhq2015) May 18, 2020

「TSMCが新規受注停止 ファーウェイ、スマホ生産打撃」の英文記事をNikkei Asian Review @NAR に掲載しています。
▶️TSMC halts new Huawei orders after US tightens restrictionshttps://t.co/Tm7zaivxmg

— 日本経済新聞 電子版 (@nikkei) May 19, 2020

TSMC halts new Huawei orders after US tightens restrictions
Taiwan chipmaker's relationship with its second biggest customer under firehttps://t.co/Bfi21pHKWW

— Charles Mok 莫乃光 (@charlesmok) May 18, 2020