TSMC issues a "restriction order" on mining machine chips, mining machine manufacturers may be affected

On March 4, due to the shortage of Bitcoin mining machines and graphics cards, TSMC believes that such a sharp rise and fall and unpredictable customer and business model will not be the core customer group that the company wants to support. In addition, the wafer foundry capacity is extremely tight this year, so TSMC began to impose a capacity "reduction order" on mining chip suppliers.

However, it was also reported that in response to TSMC's "restriction order", Bitmain has made an emergency solution, offering a very attractive price to guarantee high-end process production capacity, but also with an "exclusive clause". This clause does not mean that TSMC will not support other mining machine manufacturers at all, but that Bitmain has already guaranteed most of the production capacity that TSMC can allocate to virtual currency mining chip suppliers, and the allocations of other suppliers have been squeezed out.

It is reported that except for Bitmain, each mining machine factory may only be allocated dozens or at most hundreds of wafer production capacity.