US Revokes TSMC's Fast-Track Waiver for Exporting Chip Equipment to China
Sep 3, 2025
The United States has revoked Taiwan Semiconductor Manufacturing Company’s (TSMC) authorization to ship key equipment to its main chipmaking facility in China. This move, confirmed by TSMC, means the company will lose the fast-track export privilege known as the 'validated end user' (VEU) status for its Nanjing plant, effective December 31.
TSMC is not alone in this change. South Korean companies SK Hynix and Samsung Electronics are also losing similar export privileges, as the U.S. tightens its controls on semiconductor equipment going to China.
These stricter policies are part of a broader effort by the U.S. government to limit China’s access to advanced chip-making technology.
What does the revoked export privilege mean for TSMC?
TSMC will no longer have fast-track approval to ship certain chipmaking equipment to its facility in China. It will now need special approval from the U.S. government for these exports.
Why is the United States doing this?
The U.S. is tightening controls to limit China's access to advanced semiconductor technology for national security and trade policy reasons.
Are other companies affected by this change?
Yes. South Korean chipmakers SK Hynix and Samsung Electronics are also losing similar export privileges to their facilities in China.
Sources
US revokes TSMC's fast-track China export status as controls tighten
Reuters
Reuters
The U.S. has revoked Taiwan Semiconductor Manufacturing Co's authorization to ship key equipment to its main China facility, the chip manufacturer said on Tuesday.
TSMC Loses US China Waiver
Bloomberg Technology
Bloomberg Technology
The US is revoking TSMC's waiver to send chip supplies to China. Bloomberg's Michael Shepard discusses what's behind the move and the impact it will have, on “Bloomberg Tech” with Caroline Hyde and Ed Ludlow.
US Pulls TSMC's Waiver for China Chip Supply Shipments
Bloomberg Markets and Finance
Bloomberg Markets and Finance
The US has revoked Taiwan Semiconductor Manufacturing Co.'s authorization to ship essential gear to its main Chinese chipmaking base. Ed Ludlow reports on Bloomberg Television.
The U.S. makes it harder for TSMC, SK Hynix and Samsung to produce chips in Chin...
CNBC
CNBC
The change will remove a fast-track export privilege known as validated end user status, effective Dec. 31, TSMC confirmed to CNBC on Wednesday. South Korean memory chipmakers SK Hynix and Samsung Electronics are also losing export privileges, as the U.S. continues to shift its semiconductor trade p...
US equipment curbs expected to weigh more on Samsung, SK Hynix than TSMC
Invezz
Invezz
The United States has revoked Taiwan Semiconductor Manufacturing Co.'s authorization to freely ship essential equipment to its main Chinese facility, tightening restrictions on Beijing's access to advanced chip-making gear. TSMC said Washington informed it of the decision to remove the “validated en...
US Curbs TSMC's Shipments of Key Chip-Making Tools to China
Investopedia
Investopedia
Taiwan Semiconductor Manufacturing Co. (TSM) said the U.S. has pulled its authorization to ship essential U.S. chip-making tools to a key site in China, disrupting its manufacturing base in the Asian country.
U.S. Hits TSMC China Operations: More Theatrics Than Threat
Seeking Alpha
Seeking Alpha
TSMC got pulled back into the U.S. Chip war with China after Washington revoked its validated end-user or VEU status for the Nanjing site. The market overreacted to the news; TSMC's growth is driven by advanced nodes and AI, not legacy China production. TSMC remains a blind long-term buy in our book...
Taiwan Semiconductor Falls on China News—Buy The Dip?
MarketBeat
MarketBeat
More news is coming out for the technology sector in the United States, as the issues of trade and tariffs are still ongoing and targeting the semiconductor industry like never before. This time, a direct impact has been made on shares of Taiwan Semiconductor Manufacturing NYSE: TSM as President Tru...
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