The Bureau of Industry and Security (BIS) within the US Department of Commerce has rescinded the "Verified End-User" (VEU) status for TSMC's Nanjing facility, with the decision slated to come into effect by the close of 2025. This action signifies that suppliers must now seek individual licenses for the export of key equipment and materials subject to US export controls to TSMC's Nanjing plant. This step mirrors previous measures imposed on Samsung and SK Hynix's Chinese operations, intended to exert influence on the global semiconductor supply chain. TSMC has announced that it is evaluating the situation and will take appropriate measures in response. Meanwhile, US officials are exploring ways to alleviate the licensing burden. Nevertheless, this policy shift undeniably introduces greater uncertainty into the license application process, presenting challenges to businesses in terms of production efficiency and cost management.