Overview

• TSMC confirmed it was notified that validated end‑user status for its Nanjing facility will be revoked effective December 31, 2025.
• Suppliers to the China site must seek individual U.S. export licenses for covered tools, spare parts and chemicals instead of using a blanket waiver.
• The move aligns with recent revocations for Samsung and SK Hynix, reflecting a broader tightening of U.S. chipmaking export controls in China.
• TSMC said it is evaluating options, communicating with U.S. officials and remains committed to uninterrupted operations at the Nanjing fab.
• Analysts note limited direct financial impact as the Nanjing plant makes mature‑node chips and contributes roughly 2.4%–3% of revenue, though licensing timelines and tool replacement—especially lithography—pose operational risks.