The U.S. government has revoked TSMC’s authorization to freely ship American chipmaking equipment to its Nanjing plant in China, ending its validated end user status. This change, effective December 31, 2025, is in line with recent actions taken against other major semiconductor companies like Samsung and SK Hynix. TSMC is evaluating measures and remains committed to Nanjing operations, but suppliers will now need individual licenses for U.S.-origin equipment. This move highlights Washington’s increased controls on advanced semiconductor exports to China, closing potential export control loopholes that could disadvantage U.S. companies. TSMC’s China footprint is smaller compared to peers, with its Nanjing site producing legacy 16nm technology and contributing a small share of revenue.

Read more at Quiver Quantitative: U.S. Revokes TSMC’s Authorization to Ship Chip Gear to China’s Nanjing Facility