US Grants TSMC China Export License
Analysis based on 6 articles · First reported Jan 01, 2026 · Last updated Jan 01, 2026
The granting of annual export licenses to TSMC, Samsung Electronics, and SK Hynix by the United States — United States Department of Commerce ensures the continuity of their chip manufacturing operations in China. This positively impacts the stability and supply chain of the global semiconductor market, reducing uncertainty for these major players.
The United States government, through its Department of Commerce, has granted an annual export license to TSMC (TSMC), allowing it to continue importing US chip manufacturing equipment to its facilities in Nanjing, China. This approval ensures uninterrupted fab operations and product deliveries for TSMC. Similar licenses were also granted to South Korea's Samsung Electronics and SK Hynix. These companies previously benefited from exemptions to Washington's restrictions on chip-related exports to China, which expired on December 31. The new annual licenses for 2026 replace the previous validated end-user status, allowing these key semiconductor manufacturers to maintain their operations in China, particularly for mature node chips.
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