漫评美对三家涉华芯片工厂下黑手：“移除”

Core Viewpoint - The U.S. Department of Commerce has removed Intel Semiconductor (Dalian) Co., Samsung China Semiconductor Co., and SK Hynix Semiconductor (China) Co. from the "Validated End User" (VEU) list, requiring them to apply for licenses to import certain U.S. goods, software, and technology for semiconductor production in China [2] Group 1: Impact on Companies - The removal from the VEU list means that the mentioned companies will face additional regulatory hurdles in importing essential technologies from the U.S. for their semiconductor operations in China [2] - This decision reflects the ongoing trend of strict export controls imposed by the U.S. on semiconductor equipment to China, which began in 2022 [2] Group 2: Industry Implications - The semiconductor industry is characterized by its high level of globalization, and the U.S. actions are seen as detrimental to the security and stability of global supply chains [2] - The U.S. approach is perceived as a self-serving tactic that utilizes export controls to manipulate market dynamics [2]