"TSMC has received notification from the US government that our VEU authorization for TSMC Nanjing will be revoked effective Dec. 31, 2025,"
"While 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 Nanjing."
"In 2023, the Biden Administration expanded the VEU program to allow a select group of foreign semiconductor manufacturers to export most U.S.-origin goods, software, and technology license-free to manufacture semiconductors in China. No U.S.-owned fab has this privilege - and now, following today's decision, no foreign-owned fab will have it either,"
The US government revoked TSMC's validated end-user (VEU) authorization for the Nanjing facility, effective Dec. 31, 2025. TSMC operates fabs in Shanghai and Nanjing producing chips on mature nodes down to 16 nanometers, while Taiwanese fabs handle advanced 3nm and smaller processes for customers like Apple, AMD, and Nvidia. VEU status previously allowed license-free export of most US-origin goods, software, and technology to selected foreign manufacturers for production in China. The Bureau of Industry and Security noted the 2023 VEU expansion and confirmed that no foreign-owned fab will retain that privilege after this decision. TSMC is evaluating options and engaging with the US government.
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