Primary Taiwanese news agency Central News Agency (CNA) recently reported that, sources familiar with the matter revealed U.S. officials have informed global leading semiconductor companies that the United States plans to cancel exemptions that allow them to use U.S. technology in China.
Jeffrey Kessler, U.S. Undersecretary of Commerce for Industry and Security just notified TSMC, Samsung and Hynix on the decision. Shares of U.S. chip equipment manufacturers (such as Applied Materials) that supply China fell after the news broke.
“Chip manufacturers can still operate in China,” a U.S. Commerce Department spokesman said in a statement. “The new chip enforcement rule is similar to the permit requirements for other semiconductor companies exporting to China.”
Source: CNA, June 21, 2025
https://www.cna.com.tw/news/aopl/202506210004.aspx