The U.S. chip blockade strikes hard! WSJ: Samsung and TSMC are warned ahead as the exemption for technology in China is lifted, and U.S. equipment stocks sound the alarm.

According to the Wall Street Journal, the Trump administration plans to end the temporary exemption of Samsung, SK Hynix and TSMC from using American technology in China, and U.S. equipment stocks have plummeted, and the global semiconductor supply chain may be reshuffled again. (Synopsis: Bescent shouts "great progress" in Sino-US tariff negotiations, analysts: enhance confidence in the risks of cryptocurrencies and U.S. stocks) (Background supplement: US-China trade agreement completed" Trump: China will open up rare earths, impose 55% tariffs, bitcoin soared back $108,000) The United States once again sounded the alarm bell of the science and technology war. According to the Wall Street Journal, people familiar with the matter revealed that the Trump administration had notified Samsung Electronics, SK Hynix and TSMC on June 20 that the temporary exemption for using American technology for production in China was about to end. The United States withdraws the "pass", and the South and Taiwan fabs bear the brunt of the report pointed out that Jeffrey Kessler, the undersecretary for industry and safety of the U.S. Department of Commerce, orally told the three companies that in the future, fabs in China must adopt the same licensing procedures as other exporters and no longer enjoy fast customs clearance. After Trump returned to the White House in 2025, he continued and escalated the containment of China science and technology, and lobbied the Netherlands and Japan to expand the ban at the same time, trying to lock China's high-end chip path on national security grounds. U.S. equipment stocks took the lead in warning After the news broke, the stock prices of U.S. equipment manufacturers fell across the board: KLA fell 3.8%, Lam Research fell 4.7%, and Applied Materials also fell 3.8%. Investors are worried that China's factory expansion will move towards case-by-case approval, and delayed orders may erode revenue. Samsung, SK Hynix and TSMC are facing compliance burdens and rising costs, and the introduction of EUV or advanced packaging may be jammed, forcing high-end production capacity to be dispersed to South Korea, Taiwan, the United States or Vietnam. China accelerates autonomy The analysis pointed out that in the face of pressure, Beijing is expected to pour funds into local EDA, lithography machines and AI chip research and development to accelerate the removal of external dependence. Huawei's Ascend capacity expansion is an example. The supply chain is thus pushed to a dual track: on one side is the advanced process dominated by the United States, Japan and the Netherlands, and on the other side is China's independent system. If China counters with rare earths, global uncertainty will escalate again. Related reports Trump suspends war on Iran: I haven't played golf for too long, I want to win the championship first Trump opens Bauer "stupid": The Fed should drop ten yards at a time, and the United States is losing billions of dollars Wall Street Journal: Trump uses force against Iran within 24 hours at the earliest, but has not signed the final order "US chip containment punch!" WSJ: Samsung and TSMC cancel China's technology exemption, US equipment stocks are the first to warn" This article was first published in BlockTempo's "Dynamic Trend - The Most Influential Blockchain News Media".