美拟撤销台积电在华豁免权！

Group 1 - The article discusses the potential escalation of U.S. semiconductor controls against China, specifically targeting major manufacturers like TSMC and Samsung by revoking their exemptions for operations in China [2] - Currently, TSMC, Samsung, and SK Hynix enjoy unlimited exemptions allowing them to transport U.S. chip manufacturing equipment to their factories in mainland China without needing to apply for licenses each time [2] - The U.S. Department of Commerce has indicated a desire to cancel these exemptions, which could impact the operations of these companies in China [2][3] Group 2 - In October 2023, as the exemptions are set to expire, South Korea announced that Samsung and SK Hynix received "Validated End-User" (VEU) authorization, granting them indefinite exemptions for procuring U.S. semiconductor equipment [3] - The VEU authorization typically comes with conditions, such as restrictions on certain equipment purchases and the requirement for regular reporting [3] - Concerns have been raised regarding the potential revocation of VEU authorization, with U.S. officials stating that chip manufacturers will still be able to operate in China under a new enforcement mechanism [3] Group 3 - South Korean trade representatives are set to express concerns during U.S.-Korea tariff negotiations about the impact of potential U.S. actions on Korean semiconductor manufacturers operating in China [4] - The ongoing trade negotiations are expected to address various tariffs, including a 10% minimum baseline tariff and significant tariffs on steel and automobiles [4] - The negotiations aim to create a stable and predictable environment for Korean companies investing in the U.S. [4]