The US policy has taken a new turn. According to reports, top government officials have sent a clear signal to Korean memory chip manufacturers and Taiwanese chip companies: if they do not expand production investments within the United States, they will face tariffs of up to 100%. This move reflects the US's emphasis on self-sufficiency in the chip industry. For the global semiconductor supply chain, this is undoubtedly a significant turning point—many industry insiders believe this will drive more chip manufacturing processes to shift to the US, thereby impacting the global industry landscape and capital flows. For investors concerned with industry cycles and economic policies, such policy signals often indicate a broader industry restructuring.