台积电也“松一口气”

Core Viewpoint - TSMC has received an "annual license" from the U.S. government, allowing it to export chip manufacturing equipment to its factory in China by 2026, joining Samsung and SK Hynix in this temporary relief from previous restrictions [1][3]. Group 1: License and Export Regulations - The U.S. government previously revoked the indefinite licenses for TSMC, Samsung, and SK Hynix, requiring them to apply for individual approvals for exporting chip manufacturing equipment to their factories in China [3][4]. - The newly granted annual export license allows TSMC to supply its Nanjing factory without needing individual supplier licenses, ensuring uninterrupted operations and product delivery [1][3]. Group 2: Background and Implications - The Trump administration viewed the "Verified End User" (VEU) system as a loophole, expressing concerns over potential technology leaks or equipment transfers to Chinese companies [4]. - The annual approval mechanism proposed by the U.S. government could lead to significant administrative burdens, requiring companies to process an additional 1,000 licenses annually, complicating their operations [4]. - China has expressed strong opposition to the U.S. export controls, emphasizing the globalized nature of the semiconductor industry and the potential negative impact on the stability of the global supply chain [4][5].