---
title: "Taiwan Semiconductor Begins 2026 With US Export Approval"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/271338027.md"
description: "Taiwan Semiconductor Manufacturing Company (TSMC) has received a one-year U.S. export license for its China plant, leading to a 2.83% rise in its stock price. This approval allows TSMC to import American chipmaking equipment without additional vendor approvals, ensuring stable manufacturing. The Taiwan stock market also hit a record high, driven by strong interest in AI-related stocks, with TSMC being a major focus for foreign investors ahead of its upcoming investor conference on January 15."
datetime: "2026-01-02T13:48:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/271338027.md)
  - [en](https://longbridge.com/en/news/271338027.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/271338027.md)
---

# Taiwan Semiconductor Begins 2026 With US Export Approval

**Taiwan Semiconductor Manufacturing Company Ltd** (NYSE:TSM) remains at the center of investor attention, buoyed by the artificial intelligence frenzy.

## U.S. Export License

Taiwan Semiconductor shares gained on Friday after the company secured a one-year U.S. export license that allows it to continue importing American chipmaking equipment for its China operations.

The U.S. Department of Commerce approved the annual license covering Taiwan Semiconductor's Nanjing fabrication plant.

**_Also Read: Taiwan Semiconductor Starts Making Its Most Powerful Chips At Scale_**

The approval will enable U.S.-controlled tools to ship without requiring separate approvals from individual vendors.

The license will ensure seamless manufacturing and stable product deliveries.

The stock has climbed roughly 51% over the past 12 months in the U.S. market.

## Taiwan Market Hits Record High

Taiwan's stock market opened in 2026 at a record high, powered by strong buying in AI-related names led by Taiwan Semiconductor.

The Taiex surged 386.21 points, or 1.33%, to close at an all-time high of 29,349.81 on Friday, Focus Taiwan reported on Friday.

Turnover jumped to NT$648.84 billion ($20.66 billion), signaling broad-based participation across large-cap technology stocks.

## Foreign Investors Return

Analysts said foreign institutional investors returned from holiday breaks and funneled fresh capital into Taiwanese equities.

The strength of the Taiwan dollar acted as a major catalyst behind the infusion.

**Concord Securities** analyst Kerry Huang said overseas investors rebuilt positions with Taiwan Semiconductor as their top target, betting the chipmaker will deliver positive signals at its investor conference scheduled for January 15.

Taiwan Semiconductor represents more than 40% of the Taiwan market's total value.

**TSM Price Action:** Taiwan Semiconductor shares were up 2.83% at $312.50 at the time of publication on Friday, according to Benzinga Pro data.

**_Read Next:_**

-   **_China's AI Appetite Pushes Nvidia Into A Supply Crunch_**

_Photo by Jack Hong via Shutterstock_

### Related Stocks

- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

## Related News & Research

- [US: $1B Arizona project expands ultra-pure gas supply for advanced chipmaking](https://longbridge.com/en/news/294563833.md)
- [Japan's factory output nears 12-year high on AI chip demand](https://longbridge.com/en/news/294633164.md)
- [Applied Materials, Inc. $AMAT Shares Purchased by MassMutual Private Wealth & Trust FSB](https://longbridge.com/en/news/294802117.md)
- [Bor-Zen Tien Buys 1,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock](https://longbridge.com/en/news/294829957.md)
- [Key facts: Intel Corporation 40.4% Q2; ~$65B run rate; DC loss; EMIB demand](https://longbridge.com/en/news/294924997.md)