《国企要参》海外视点丨美国撤销台积电向中国主要芯片制造厂运送关键设备的授权

Core Viewpoint - TSMC faces increased operational challenges in China as the U.S. revokes its authorization for the company to freely ship key equipment to its major chip manufacturing base in Nanjing, effective December 31 [2][3]. Group 1: Impact on TSMC - The U.S. government has notified TSMC that its validated end user status for the Nanjing factory has been revoked, which previously allowed the import of U.S. chip manufacturing equipment without additional approvals [2]. - TSMC is assessing the situation and will communicate with the U.S. government while ensuring uninterrupted operations at its Nanjing facility [2]. - TSMC's stock experienced a decline of 2.3% during trading, closing down 1.1% in the U.S. and down 1.3% in Taiwan before recovering [3]. Group 2: Broader Industry Implications - The U.S. Department of Commerce stated that former participants in the VEU program will need to obtain licenses to export their technology, leveling the playing field with competitors [3]. - The removal of Samsung and SK Hynix from the VEU program is expected to result in an additional 1,000 license applications annually, complicating operations for these companies in China [3]. - Analysts suggest that the restrictions will further limit China's access to foreign semiconductor suppliers, potentially benefiting local memory chip manufacturers [4]. Group 3: Strategic Responses - TSMC may redirect equipment orders originally intended for Japan to its Nanjing facility to stockpile spare parts before the deadline [4]. - The ongoing restrictions are pushing China to enhance its self-sufficiency in semiconductor production, which could accelerate the competition for chip independence [4].