TSMC(US:TSM) Xin Lang Cai Jing·2026-01-01 03:15Core 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 [1][3]. Group 1: License and Export Regulations - The U.S. government previously revoked the indefinite licenses of 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: Industry Context and Reactions - The annual approval system introduced by the U.S. government is seen as a response to concerns over technology leaks and equipment transfers to Chinese companies [3][4]. - The Chinese government 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].