After Samsung and SK Hynix, TSMC's exemption for its factories in China has been revoked by the United States.

On September 2nd, TSMC stated that starting next year, the US government will revoke the company's waiver to ship crucial equipment to its Chinese factories. Reuters and Bloomberg reported that this move could weaken TSMC's production capacity at its factories and lead to delivery delays. Just days ago, the US revoked waivers for South Korean chip manufacturers Samsung and SK Hynix's factories in China, with the restrictions taking effect in 120 days. According to reports, TSMC issued a statement on the 2nd stating that the company had received notification from the US government. "The US will revoke TSMC's 'validated end user' status at its Nanjing factory on December 31, 2025," TSMC wrote in the statement. "While we are assessing the situation and taking appropriate measures, including communicating with the US government, we remain fully committed to ensuring the uninterrupted operation of the TSMC Nanjing factory." Reuters reported that after the waivers are revoked, TSMC will need export licenses to ship US chip manufacturing tools to its factories in China. Bloomberg stated that this move by the US government means that in the future, TSMC will need to apply for individual approvals when shipping chip equipment to its Nanjing factory, instead of having the current blanket fast-track export privileges due to its "validated end user" status.