US curbs TSMC's China output, aids rivals

udn.com (Chinese)

US revokes VEU for TSMC's Nanjing plant, potentially strengthening Chinese chip rivals. The US Commerce Department's decision to revoke the Verified End-User (VEU) authorization for TSMC's Nanjing facility means all future US equipment exports will require individual approval, impacting mature process production. This move, intended to curb China's access to mature chip technology, may inadvertently boost domestic Chinese foundries like SMIC and Hua Hong Semiconductor by redirecting orders and accelerating their development.


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US curbs TSMC's China output, aids rivals | News Minimalist