台积电突发!美国,批了!
TSMCTSMC(US:TSM) 中国基金报·2026-01-01 15:34

Core Viewpoint - TSMC has received an annual license from the U.S. government to import American chip manufacturing equipment to its Nanjing factory, ensuring uninterrupted operations and product delivery [1][2]. Group 1: TSMC's Nanjing Factory - TSMC's Nanjing factory is primarily focused on producing 16nm and other mature process chips [2]. - The Nanjing factory contributes approximately 2.4% to TSMC's overall revenue, according to the company's 2024 annual report [3]. Group 2: U.S. Export Licenses - Similar import licenses have been granted to South Korea's Samsung Electronics and SK Hynix, which previously benefited from exemptions under U.S. export restrictions [2]. - The special status known as "validated end-user" expired on December 31 of the previous year, requiring these companies to apply for U.S. export licenses by 2026 [2]. - TSMC's annual export license allows the supply of U.S. controlled items to the Nanjing facility without requiring individual licenses from each supplier [2].

台积电突发!美国,批了! - Reportify