Particle.news
Download on the App Store
6 ARTICLES
·
2h ago

U.S. to Revoke TSMC’s Nanjing VEU by Dec. 31, 2025

The move ends TSMC Nanjing’s waiver status, shifting future shipments to case-by-case licenses that could disrupt production in China.

A TSMC logo is displayed on a wall in Hsinchu, Taiwan April 15, 2025. REUTERS/Ann Wang/ File Photo
Image
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest contract maker of chips that are used in everything from smartphones to missiles, and counts Nvidia and Apple among its clients
Image

Overview

  • TSMC says it was notified that its Validated End-User authorization for the Nanjing facility will be revoked effective December 31, 2025.
  • The company says it is evaluating the decision, is in contact with U.S. officials, and remains committed to keeping the Nanjing fab running without interruption.
  • Revocation of the VEU would replace waiver-based shipments with individual export license reviews for applicable tools and technologies.
  • The Commerce Department has already moved to pull similar waivers for Samsung, SK hynix, and Intel after 120-day notices, extending tighter controls on China-based chipmaking.
  • Bloomberg reported that U.S. officials advised TSMC to limit certain production activities, and TSMC is seeking a path forward with regulators.