半导体概念股Wolfspeed跌14.6%，恩智浦跌6.6%，Rambus跌4.7%，安森美半导体跌2.4%，超微电脑跌2.3%，纳微半导体跌2%，美光科技、微芯科技、泰瑞达、格芯等跌超1%。据媒体报道，特朗普政府正在着手修改前美国总统拜登时代的一项规则，该规则将限制大多数国家获取美国设计的人工智能（AI）芯片。特朗普政府正在考虑取消分级系统，代之以政府间协议。

Market Reaction - Semiconductor stocks experienced significant declines, with Wolfspeed dropping 14.6%, NXP Semiconductors down 6.6%, and Rambus falling 4.7% [1] - Other notable declines include ON Semiconductor at 2.4%, Supermicro at 2.3%, and Micron Technology at 1.67% [1] Government Policy Impact - The Trump administration is reportedly working on modifying a rule from the Biden era that restricts most countries from accessing U.S.-designed AI chips [1] - The proposed changes may involve replacing the current tiered system with intergovernmental agreements [1]