美国撤销台积电南京厂豁免权

Core Viewpoint - The U.S. government has revoked TSMC's authorization to freely ship necessary equipment to its Nanjing plant in mainland China, potentially limiting the production capacity of this mature process chip factory [2][3] Group 1: Impact on TSMC - TSMC confirmed it received notification from the U.S. government that its "Verified End Use" (VEU) authorization for the Nanjing plant will be revoked by December 31 of this year, and the company is assessing the situation and taking appropriate measures [2][3] - The Nanjing plant, which initially focused on 16 to 12nm processes, has shifted to expanding 28nm capacity due to tightening U.S. export controls, with a monthly capacity of 20,000 wafers for 16/12nm and 40,000 wafers for 28/22nm [3][5] - The Nanjing plant generated approximately NT$26 billion in profit for TSMC last year, making it an important source of revenue despite its relatively low contribution percentage [3] Group 2: Broader Industry Implications - The U.S. actions highlight its influence over the electronic component supply chain, even affecting non-U.S. companies operating overseas [4][5] - The shift from blanket approvals to individual license applications creates uncertainty regarding the timeline for obtaining necessary permits for semiconductor operations in mainland China [5] - U.S. officials are reportedly working on solutions to alleviate bureaucratic burdens and expedite the processing of license applications, which have accumulated significantly [5]