By Shan Ahmed Khan
Publication Date: 2026-01-02 09:38:00
NEW YORK, January 2, 2026, 04:05 ET — Premarket
- TSMC’s U.S.-listed shares last closed up 1.4% at $303.89.
- A new U.S. licence covers chipmaking-tool imports for TSMC’s Nanjing, China fab after prior exemptions expired.
- Investors are also weighing a Reuters report that Nvidia has approached TSMC to ramp H200 AI-chip output for China.
Taiwan Semiconductor Manufacturing Company Limited’s U.S.-listed shares were set to stay in focus in premarket trading on Friday after the chipmaker said it had secured a U.S. licence covering imports of American chipmaking equipment for its China operations. The stock last closed up 1.4% at $303.89. Reuters
The approval lands as investors track how U.S. export controls are reshaping supply chains for chipmakers with China exposure. For TSMC, it removes a near-term operational question around tools for its Nanjing facility after prior exemptions expired at year-end. Reuters
Chip stocks are also entering 2026 with markets alert to swings in “AI” (artificial intelligence) sentiment and rate expectations, which can quickly reprice growth-heavy tech names. “Periodic shifts in sentiment around AI are likely to remain a feature of equity markets,” said Saira Malik, chief investment officer at Nuveen, in a Reuters markets report. Reuters
The U.S. licence “ensures uninterrupted fab operations and product deliveries,” TSMC said in a statement to Reuters. The U.S. Department of Commerce granted TSMC…
