TSMC(US:TSM) 国芯网·2025-09-03 13:14Core Viewpoint - The article discusses the implications of the U.S. government's decision to revoke TSMC's exemption for shipping critical equipment to its Nanjing factory, which may impact production capacity and delivery timelines [2][4]. Group 1: U.S. Government Actions - The U.S. has notified TSMC that it will revoke the exemption for shipping critical equipment to its Nanjing factory, which could weaken production capabilities and lead to delivery delays [2][4]. - This decision follows a similar action against South Korean chip manufacturers Samsung and SK Hynix, with restrictions set to take effect in 120 days [4]. Group 2: TSMC's Response and Operations - TSMC is evaluating the situation and is committed to ensuring uninterrupted operations at its Nanjing factory, despite the revocation of its "verified end user" status, which will require export licenses for U.S. semiconductor manufacturing tools [4]. - The Nanjing factory currently produces approximately 20,000 wafers of 16/12nm and 40,000 wafers of 28/22nm monthly, primarily for specialized needs such as automotive chips [5]. Group 3: Financial Impact - In the first half of the year, TSMC's Chinese subsidiary reported a net profit of 5.596 billion New Taiwan Dollars (NTD), with the Nanjing factory contributing 14.439 billion NTD, together accounting for about 2.6% of TSMC's total profit [5].