Core Viewpoint - The U.S. Department of Commerce has revoked "Validated End-User" (VEU) authorizations for three major semiconductor companies operating in China, which is expected to significantly impact the global semiconductor supply chain and industry stability [1][3][4]. Group 1: U.S. Actions - The U.S. has withdrawn VEU authorizations for Samsung (Xi'an NAND factory), SK Hynix (Wuxi DRAM factory), and TSMC (Nanjing) [1]. - The revocation prohibits these companies from receiving semiconductor manufacturing equipment, components, and software updates that contain over 25% U.S. technology [1]. - Existing equipment in China will require separate export licenses for remote maintenance, software patches, and technical documentation [1]. Group 2: U.S. Justification - The official rationale provided by the U.S. is to prevent advanced semiconductor capacity from continuing to transfer to China and to reduce China's reliance on U.S. technology [1]. - The U.S. cites the "Chip and Science Act" 2024 fiscal year supplementary provisions, stating that expansion by allied companies in China does not align with U.S. national security interests [1]. Group 3: China's Response - China has expressed opposition to the U.S. actions, emphasizing the globalized nature of the semiconductor industry and the negative impact on the stability of the global supply chain [4]. - The Chinese government urges the U.S. to correct its actions and maintain the security and stability of global industrial and supply chains [5].