2025-12-31 07:27:02

The U.S. Department of Commerce's Bureau of Industry and Security recently adjusted the export policy for chip equipment, sending a positive signal to the two semiconductor giants, Samsung Electronics and SK Hynix.

Under the new policy, these two companies can export semiconductor equipment to their factories in China with just annual approval, without having to apply for a license for each shipment as in the past—what does this mean? It means the approval process has been significantly simplified.

Previous estimates in Washington indicated that removing these companies' Validated End-User (VEU) status could generate up to 1,000 separate license applications annually. The new policy undoubtedly greatly reduces compliance costs and operational pressures for businesses.

For the chip industry, this is process optimization; for the stability of the global semiconductor supply chain, it may be a subtle signal.

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RugDocScientist

· 3h ago

Here comes the hype again, feeling proud this time?

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CryptoPunster

· 2025-12-31 07:54

Annual approval? This is called sanctions, everyone. The feeling of smiling and losing out on this deal all at once. --- So the US is playing a sneaky game, choking one side while handing out knives, let's see who cuts whom first. --- Simplifying the approval process equals loosening restrictions? I feel like this is just prolonging the supply chain's life, onlookers are just watching the show. --- 1000 permits turned into 1 annual approval, is this called optimization? I think it's more like "we turn a blind eye." --- What a subtle trick, this is the real gap—politics versus the market, working against each other. --- Samsung and SK Hynix are all smiles, but I have a feeling this is part of a very big chess game.

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PuzzledScholar

· 2025-12-31 07:51

Wait, is the US relaxing its chip restrictions on China? It seems like the policy direction has changed again.

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BridgeNomad

· 2025-12-31 07:51

wait so they're just... streamlining the attack surface now? annual approval instead of per-shipment checks sounds like optimal routing for regulatory arbitrage ngl. seen this movie before—reminds me of the poly exploit, remove friction and suddenly you've got liquidity fragmentation nobody sees coming. trust assumptions just got way more interesting here

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Degen4Breakfast

· 2025-12-31 07:51

Annual approval? Feels like the trend has shifted again. This move is quite interesting.

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GasFeeSobber

· 2025-12-31 07:49

Annual approval? Isn't this just a disguised relaxation of sanctions? U.S. policies are becoming more and more convoluted.

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BankruptcyArtist

· 2025-12-31 07:45

Wow, with this policy adjustment, it looks like Samsung and SK Hynix are going to benefit. From batch-by-batch approval to annual approval... doing it this way definitely saves a lot of trouble.

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