The U.S. cancels the fast-track export license for TSMC's Nanjing factory, restricting the import of chip equipment.

Foreign media: The U.S. government recently revoked the fast-track export license (VEU) for TSMC's Nanjing factory, effective from December 31, 2025, which means that in the future, TSMC will need to apply for a license for each import of U.S.-made semiconductor equipment to the Nanjing factory.

Analysts pointed out that this may bring "operational risks" within a few months, and if the approval is delayed, the factory may be affected by a shortage of equipment. However, since the capacity of the Nanjing factory accounts for a small proportion in TSMC's overall production, the long-term impact is limited.

Morgan Stanley and other institutions have advised TSMC to accelerate stockpiling components before the deadline, and may transfer some equipment originally planned for the new factory in Kumamoto, Japan, to Nanjing. This move continues the previous similar restrictions imposed by the United States on Samsung and SK Hynix, reflecting further tightening of export controls on chip equipment to China.

Original article: www.toutiao.com/article/1842617129193476/

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