TSMC export restrictions; U.S.–China chip controls; VEU revocation; semiconductor export licenses; Nanjing fab; mature node supply chain; chip tool approvals; global chip policy

Overview The United States has moved to tighten TSMC export restrictions, revoking the Taiwanese chip giant’s fast-track status for shipping U.S.-origin chipmaking equipment to its Nanjing, China facility. The change effectively ends the Validated End User (VEU) authorization and replaces it with case-by-case licensing for each shipment, a policy shift with broad implications for semiconductor…