The letter from the US Department of Commerce allows the US to bypass the relevant rule making process and quickly implement new licensing requirements for specific companies.

       A few weeks ago, TSMC notified the US Department of Commerce that its products were found to be installed in a manufacturer's product in mainland China, which may have violated US export restrictions on the manufacturer.

      Experts have stated that this incident reflects TSMC's lack of independent decision-making ability in operational decisions related to mainland China. As TSMC builds factories in the United States, its commercial activities are increasingly influenced by the United States.

      The report mentioned that as the United States began to suppress Chinese semiconductors, it became increasingly difficult for TSMC to maintain neutrality between China and the United States.

      A TSMC executive pointed out that TSMC prefers to remain neutral and play the role of the "semiconductor version of Switzerland". Unfortunately, for TSMC, doing so will only become increasingly difficult.