US Don Revoke TSMC China Waver, Tighten Chip Export Controls
Washington don cancel TSMC waiver wey allow dem to send US controlled semiconductor tools freely go dia factory for Nanjing, China. The validated end-user (VEU) privilege go finish by December 31, 2025, wey go stop automatic permission and force suppliers to apply for license one by one. The removal of TSMC waiver for China chip shipment show say US get more doubt about Beijing tech plan. This move tight the export control and match with same move wey happen for Samsung and SK Hynix dem, wey lose VEU status, cause about 1,000 more license check every year. Vendors dey face more wahala as license request dem dey pile up, fit delay chip production. The export control for China chip shipment increase supply chain wahala. But Nanjing only dey contribute about 3% to TSMC global capacity, so Taiwan competitiveness no too go reduce. Shares of TSMC and big suppliers drop after the waiver removal. US export control want limit China access to better semiconductor and AI tools, make global tech sector secure.
Neutral
Dis news na neutral for di crypto market because e mainly dey affect semiconductor manufacturing and export controls, no be di digital asset fundamentals or trading liquidity. Even though US export controls wey tight for TSMC China shipments fit affect di global supply of advanced chips wey dem dey use for mining rigs and AI blockchain nodes, di Nanjing factory na only 3% of TSMC capacity, so e no too likely for hardware shortage to happen. Before, di export restrictions wey dem put for Samsung and SK Hynix no cause any big crypto price movement or wahala. For short term, hardware market fit see small change for suppliers dem, but for long term, crypto mining and blockchain work go adjust as dem go dey use many different sources. So, trading activity and market stability for digital assets suppose remain okay.