U.S. gov't revokes TSMC's authorization to ship tools to its fabs in China — special export license to be pulled by end of 2025

Date: 2025-09-02 19:31:38

The U.S. will revoke TSMC’s special export license for its Nanjing Fab 16 by the end of 2025, potentially disrupting its 16nm and 28nm-class operations and shifting Chinese customer demand toward rivals like SMIC and HuaHong. However, SMIC vows to ensure uninterrupted operations of its Chinese fabs.