The US government has asked chip makers to be more transparent about exposing bottlenecks in the supply chain. However, regulators care about Ni Ni, because the foundries are working hard and the only solution to the current chip shortage is to build more plants - something that's happening now, but for years it takes time to fully realize.
US Commerce Secretary Gina Raimondo told Reuters last month that it was time for the government to get bolder in dealing with the persistent chip shortages that have a major impact on many industries. . It directly affects thousands of American workers. Raimondo explained at the time that the White House sent a voluntary request for information to chip makers to identify bottlenecks in the supply chain and identify possible solutions to the challenges. He went on to warn that if companies do not respond to the demand, regulators are willing to use other tools to coerce them.
The problem is that foundries like TSMC don't yet know how to respond to this demand, or even whether they can. The company was asked to reveal various kinds of details about the type of products it produces to its customers, the level of inventory, the time to maturity, as well as its relationships with suppliers and customers, its development plans and how it allocates existing production capacity. "We will certainly not disclose sensitive company information, especially customer information," TSMC general counsel Sylvia Fang told Nikkei. Nisch said the company is studying the request to see how it can respond to it, regardless of what information it considers confidential. It has even made chips a priority for automakers. Earlier this week, TSMC President Mark Liu said the situation is more complex than it appears, and that some companies have been hoarding chips for months.
TSMC does not disclose customer data to the US government