https://news.ycombinator.com/newsguidelines.html
https://hn.algolia.com/?dateRange=all&page=0&prefix=true&sor...
As such, TSMC is subject to them. Huawei was TSMC's number 2 customer prior to the controls announced last year.
The article talks about devices manufactured by HiSilicon (a Huawei subsidiary).
Also, I would argue in terms of Chipmaking equipment the European part is the part that is non replaceable. For all its complaints about China stealing IP and nobody being able to force it, only the US Department of State can walk into a contract and strongarm countries not to sell things to the people they don't like[1].
But then again its not as black and white since China did indeed steal a lot of TSMC IP (or rather we don't know what they stole, but it's probably a safe bet to assume that they did during their last breach).
[1] https://www.washingtonpost.com/business/on-small-business/ho...
I think a better way to look at it is: the US is allowing TSMC to use export controlled equipment outside the US, in exchange for TSMC abiding by their restrictions.
> Cambridge-based Arm uses intellectual property originating from both the US and of non-US origin, a staff member told Yicai Global at the Arm Vision Day.