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Taiwan Semiconductor Manufacturing Company (TSMC) stated on September 2 that the United States government will revoke the waiver that allowed the company to ship critical equipment to its factory in China (mainland) starting next year. Reuters and Bloomberg reported that this move could weaken TSMC's production capacity and lead to delivery delays. Just a few days ago, the US revoked waivers for South Korean chip manufacturers Samsung and SK Hynix's factories in China, which will take effect in 120 days. It was reported that TSMC received notification from the US government on September 2nd. TSMC said in a statement that the US will revoke its "Validated End User" (VEU) status for the company's factory in Nanjing on December 31, 2025. TSMC stated, "Although we are evaluating the situation and taking appropriate measures, including communicating with the US government, we remain fully committed to ensuring the uninterrupted operation of TSMC's Nanjing factory." Reuters mentioned that after the waiver is revoked, TSMC will need an export license to ship US chip manufacturing tools to its factories in China. Bloomberg reported that this move by the US government means that in the future, TSMC will need individual approvals when shipping chip equipment to its Nanjing factory, instead of the current blanket fast-track export privileges as a "Validated End User." (Observer Website)