Subject


VEU


2025-12-30

[News] Samsung, SK hynix Escape Worst-Case as China VEU Ends: Annual Review Risks Loom

With the U.S.'s VEU (Validated End User) designation for Samsung and SK hynix in China expiring December 31, 2025, the potential impact on the memory giants' operations is drawing close scrutiny. According to Hankyung, the companies have avoided the worst-case scenario, as the U.S. will now permit e...

2025-12-26

[News] TSMC Dismisses Nanjing Risks as VEU Expires, Flags Global Advanced Capacity for Chinese Clients

With TSMC’s Nanjing fab VEU (Validated End-User) status set to expire on December 31, 2025, the company has clarified its position. According to MyDrivers and ijiwei, TSMC China President Roger Luo said supply chains remain secure and dismissed lingering concerns that the country’s clients are l...

2025-09-08

[News] U.S. Reportedly Mulls Annual Site License on Exports to Samsung, SK hynix China Fabs

According to Bloomberg, the U.S. is reportedly weighing an annual approval plan for exports of chipmaking equipment to Samsung and SK hynix facilities in China. The measure follows the Trump administration’s decision to revoke Biden-era waivers that had granted the Korean firms indefinite clearanc...

2023-10-20

[News] TSMC’s Global Expansion: Progress in New US, German, and Japanese Fabs

During the 3Q23 Earning Call on October 19th, TSMC provided updates on its international factory construction. Notably, the new plant in Phoenix, Arizona, USA, is on track to commence production in the first half of 2025. The German facility is scheduled for production in 2027. The Kumamoto plant in...

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