美国，又出阴招！

Group 1 - The U.S. Department of Commerce has removed Intel's Dalian factory, Samsung's Chinese semiconductor operations, and SK Hynix's Chinese factory from the "Verified End User" (VEU) list, aiming to close loopholes and maintain U.S. competitive advantage [1][3] - This action follows strict export controls on semiconductor equipment to China since 2022, with previous exemptions for certain South Korean companies now revoked [1][3] - The U.S. government emphasizes that this move is part of fulfilling commitments made during the Trump administration to enhance U.S. competitive positioning [3] Group 2 - The U.S. policy disrupts the global semiconductor supply chain, which has been characterized by interdependence, leading to delays in equipment procurement and production adjustments for companies like Samsung and SK Hynix [3][5] - The restrictions on South Korean companies may inadvertently provide opportunities for the Chinese semiconductor industry to accelerate domestic alternatives and self-research [5] - The event has triggered a chain reaction in the market, with potential delays in chip circulation and increased scrutiny on policies from the U.S., China, and South Korea [5]