Group 1 - The U.S. government is advancing the localization of the semiconductor industry, with a recent Senate amendment increasing the tax credit for semiconductor companies from 25% to 35%, surpassing the previously proposed 30% [1] - This policy adjustment is an extension of the 2022 CHIPS and Science Act, which aims to accelerate investment by global semiconductor giants in the U.S. through $39 billion in special appropriations and $75 billion in loans [1] - Companies like Intel, TSMC, and Micron can benefit from the upgraded tax incentives if they complete advanced manufacturing capacity expansion in the U.S. by 2026 [1] Group 2 - The semiconductor industry is experiencing a notable acceleration in investment, with TSMC expanding its U.S. manufacturing footprint and companies like Nvidia and Micron increasing domestic investments [2] - The tariff investigations initiated by the Trump administration on semiconductor technology imports have created a sense of urgency for companies to establish manufacturing in the U.S. [2] - The amendment still requires final approval from the House of Representatives, and if passed, it would signify a new height in U.S. semiconductor industry support and a milestone in the strategy to "de-Asianize" the semiconductor sector [2]