是说芯语·2025-10-21 06:12Core Viewpoint - Arrow Electronics has been removed from the U.S. Entity List by the Bureau of Industry and Security (BIS), which is expected to impact the semiconductor distribution market positively, particularly for Texas Instruments (TI) [5][10]. Group 1: Events Leading to Removal - On October 8, 2023, BIS placed Arrow Electronics' subsidiaries in mainland China and Hong Kong on the Entity List due to their involvement in procuring U.S. electronic components for organizations in Iran [9]. - The removal notification from BIS indicates that several Arrow Electronics subsidiaries, including Arrow China Electronics Trading Co., Ltd., have been cleared from the Entity List [6][8]. - A temporary authorization was granted by BIS, allowing Arrow Electronics and its partners to maintain trade of specific controlled items until February 14, 2026, or until the official removal notice is published [7]. Group 2: Market Impact - The removal of Arrow Electronics from the Entity List has led to increased demand for TI products, as Arrow was previously a significant distributor for TI [10]. - Following the removal announcement, there was a notable increase in the prices of TI components, although some market participants reported mixed feelings about price changes [11]. - The market has shown signs of becoming more cautious, with customers adopting a wait-and-see approach after the initial surge in demand [11].