📍 Washington, D.C. — The United States has revoked a key export waiver previously granted to Taiwan Semiconductor Manufacturing Company (TSMC), restricting its ability to ship chipmaking equipment and supplies to its facility in Nanjing, China. The decision, effective December 31, 2025, eliminates TSMC’s Validated End User (VEU) status, which had allowed streamlined shipments without individual export licenses.
The move is part of a broader tightening of export controls under the administration of President Donald Trump, aimed at curbing China’s access to advanced semiconductor technologies. Similar waivers for Samsung Electronics and SK Hynix were also rescinded in recent weeks.
TSMC stated it is “evaluating the situation and taking appropriate measures,” including ongoing communication with U.S. authorities. The company emphasized its commitment to maintaining operations at the Nanjing site, which accounts for approximately 3% of its global production capacity.
Industry analysts warn that the revocation could introduce delays and uncertainty, as suppliers must now apply for individual licenses for each shipment of equipment, chemicals, or spare parts. The U.S. Commerce Department has indicated it will process license applications to support existing operations, though concerns remain over bureaucratic backlogs.
The policy shift underscores growing geopolitical tensions in the global semiconductor supply chain and reflects Washington’s efforts to limit China’s technological advancement.
TSMC building, Hsinchu Science Park picture by Peellden
