TSMC and some other chipmakers do not expect Chinese restrictions of gallium and germanium exports to have a direct impact on their business mainly because they get these materials in different forms from suppliers outside of China. Meanwhile, because Chinese companies mainly export gallium and germanium ore and Chinese companies that produce GaN and GaAs chips also use highly waders and gases, export restrictions could hit them.
"After evaluation, we do not expect the export restrictions on raw materials gallium and germanium will have any direct impact on TSMC's production," a statement by TSMC published by Reuters reads. "We will continue to monitor the situation closely."
