TSMC(US:TSM) 是说芯语·2026-01-01 07:51Core Viewpoint - TSMC has received an annual license from the U.S. government to ship U.S.-made chip manufacturing equipment to its factory in Nanjing, ensuring uninterrupted operations and product delivery [1][3]. Group 1 - TSMC joins Samsung Electronics and SK Hynix in being granted permission to export U.S. chip manufacturing equipment to mainland China [3]. - The previous exemption known as "Validated End Use" (VEU) expired on December 31, 2025, requiring U.S. export licenses for chip manufacturing equipment sent to China starting in 2026 [3]. - The U.S. Department of Commerce has issued TSMC an annual export license, allowing the supply of U.S. export-controlled items to the Nanjing plant without needing individual supplier applications [3]. Group 2 - TSMC's ADR stock price increased by 1.44% on the last trading day of 2025, with an annual growth rate exceeding 50% [3].