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US revokes TSMC's fast-track China export status as controls tighten

  • The US Government will revoke TSMC's Validated End User authorization for its Nanjing chipmaking site effective December 31, 2025.
  • The revocation comes after the U.S. recently withdrew similar waivers that had allowed Samsung Electronics and SK Hynix to operate their manufacturing plants in China under relaxed export controls.
  • This change requires TSMC and its suppliers to obtain individual export licenses for shipments to the Nanjing site, affecting manufacturing gear, spare parts, and chemicals.
  • TSMC operates an older-generation 16-nanometer facility in Nanjing that began production in 2018 and contributes a small fraction of total revenue, while the company remains fully committed to uninterrupted operation.
  • The revocation may affect TSMC’s manufacturing activities in China and is expected to lead to approximately 1,000 more export license applications annually, creating uncertainty regarding the time needed to obtain the necessary permits.
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The U.S. President Donald Trump’s government revoked the authorization for Taiwanese semiconductor giant TSMC to export chip manufacturing equipment to China without a license. The bill came at a time when the U.S. Department of Commerce sought to put an end to the “validated final user” program (VEU), which allows foreign semiconductor manufacturers to export U.S.-origin goods to manufacture chips in China. “TSMC received notification from the …

·Washington, United States
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DPL News broke the news in on Tuesday, September 2, 2025.
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