WS #12888
A M5.6 aftershock hit near TSMC's Kumamoto plant, and TSMC evacuated workers, heightening risk of chip supply disruption. Taiwan prosecutors detained an Nvidia employee for allegedly smuggling AI chips to China, adding regulatory risk to Nvidia. China's Aishengna leads production of domestic immersion-DUV machines, but sources say they remain far from matching ASML models.
Japan Earthquake and TSMC Evacuation
A M5.6 aftershock hit near TSMC's Kumamoto plant, and TSMC evacuated workers, heightening risk of chip supply disruption.
Taiwan prosecutors detained an Nvidia employee for allegedly smuggling AI chips to China, adding regulatory risk to Nvidia.
China's Aishengna leads production of domestic immersion-DUV machines, but sources say they remain far from matching ASML models.