The United States is considering a series of major measures to further curb the development of China's chip industry in the face of profound changes in the global semiconductor industry landscape. According to the latest report from Bloomberg, the United States has sent a clear signal to its allies that if they continue to provide advanced semiconductor technology to China, they will face the most severe trade restrictions imposed by the United States.

FDPR rules may be restarted, and the United States wields the trade stick

The report pointed out that the United States is actively evaluating the possibility of restarting and strengthening the Foreign Direct Product Rule (FDPR). This rule, which originated in 1959, was originally intended to maintain the international trade order of US technology, but is now regarded as an important tool for the United States to restrict technology outflow and protect domestic industries. The core of FDPR is that any product manufactured using US technology or intellectual property rights may be subject to export controls by the US government, regardless of its place of production.

Allied companies face choices, Tokyo Electron, ASML, etc. may be affected

In this wave of turmoil, Tokyo Electron and ASML Holding, a global leading semiconductor equipment manufacturer, have become the focus. These companies have long maintained close cooperation with the Chinese market and have provided important support for the development of China's chip industry. However, with the escalation of US trade restrictions, these companies may have to make difficult choices between maintaining their cooperation with Chinese customers and complying with US trade regulations.

US pressure on allies, international semiconductor supply chain faces reshaping

It is worth noting that the United States' actions this time are not a lone battle, but an attempt to exert pressure on its allies through diplomatic means and jointly build a blockade against China's semiconductor technology worldwide. According to Bloomberg, the United States has proposed to key allies such as Japan and the Netherlands to strengthen trade restrictions on China, in order to form a blockade against China's chip industry on a global scale.

Enterprises react cautiously, future direction becomes uncertain

Faced with the United States' tough stance, relevant companies have taken a cautious attitude. ASML Holding refused to comment on the discussions, while Tokyo Electron stated that it is not convenient to comment on "geopolitical issues." These statements reflect the helplessness and confusion of companies in the complex international situation.