Against the backdrop of the increasingly fierce competition in the global semiconductor industry, the EUs policy adjustments are attracting international attention. According to a Reuters report on the 5th, the Semiconductor Equipment and Materials International (SEMI) recently released a position paper warning the EU to think twice before implementing any further export controls or imposing stricter rules on foreign investment.

In this position paper, SEMI emphasized the importance of maintaining open and free trade relations, especially in the current context of heightened geopolitical tensions and economic uncertainties. The association believes that while it is necessary to assess the risk of European technologies falling into the hands of competitors, upholding a rules - based global order and multilateralism is the key to ensuring long - term security and prosperity.

SEMI Europe specifically pointed out that the semiconductor industry is highly capital - intensive in nature, and European semiconductor companies have greatly benefited from investments from outside the EU in the past few decades. The paper warns that overly strict審查 of investments entering the EU may dampen the investment enthusiasm of non - EU companies, thus threatening the goals pursued by the EU Chips Act.

Regarding export controls, SEMI Europe acknowledges that the EU needs more coordinated measures at the European level. However, the association emphasizes that new export control measures should only be implemented as a last resort and only when they genuinely concern national security. SEMI Europe calls on the EU to carefully consider before taking any measures that may affect global supply chains.

The paper further reaffirms that the cornerstone of the success of the semiconductor industry is its complex global supply chain, and the European and global semiconductor industries rely on the smooth operation of these supply chains. Therefore, when formulating new policies, the EU should strive to maintain its commitment to multilateralism and a rules - based international order.

SEMIs position reflects the deep concern of the global semiconductor industry about the upcoming policy adjustments of the EU. Globally, the semiconductor industry is facing unprecedented challenges, including supply chain disruptions, intensified technological competition, and policy changes of various governments. Against this backdrop, international cooperation and open markets are even more important.