TSMC at the Center of AI & No Waiver Can Change That

The Trump administration’s move to revoke TSMC’s VEU waiver for its Nanjing fab (12nm and 16nm) looks dramatic on the surface, but the headline risk is overstated. What actually happened is that the waiver for future expansion and tool upgrades was pulled -- not a ban on existing operations. The fab keeps running, the customers keep […]

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