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On December 13, SEMI submitted its response to a Request for Information (RFI) from the U.S. Department of Commerce (the Department) regarding the newly launched American Artificial Intelligence (AI) Exports Program. The intent of this program is to position U.S. firms as global leaders in AI by connecting them with international buyers, leveraging the Department's export promotion tools and supporting industry-led consortia through targeted government backing. By issuing this RFI, the Department intends to solicit input on the development of industry-led consortia capable of delivering full-stack American AI export packages under the American AI Exports Program. Working with member companies, the SEMI Public Policy and Advocacy (PP A) team developed a response highlighting the importance of the semiconductor supply chain to the AI ecosystem, and offering various recommendations for consortium formation, federal support, strategic objectives, and proposal evaluation. The response was informed by direct discussions between SEMI PP A and Department officials implementing the program. Some of the key aspects of SEMI's response include the following:Broader AI Tech Stack Definition: The Department should recognize semiconductor manufacturing technologies, mature node semiconductors, and energy/environmental control systems as foundational elements of the AI technology stack. Evaluation Framework: Evaluation criteria for consortium proposals should align with CHIPS for America requirements and guardrails, focusing on national security, economic competitiveness, and commercial viability, as well as infrastructure needs.Consortia Governance: Consortia should be industry-led and feature: honest brokers capable of coordinating commercial actors while advancing national interest objectives; modularity to ensure that the various technology layers function as distinct yet interoperable units; and clear frameworks for intellectual property protections and regulatory compliance. Foreign Participation: Vetted foreign entities should be allowed to participate in the program in order to reflect the global nature of the AI ecosystem and to strengthen allied and partner nation supply chain resilience.Federal Support Mechanisms: The Department should leverage the unique capabilities of the National Institute for Standards and Technology, Center for AI Standards and Innovation, Bureau of Industry and Security, Export-Import Bank, Development Finance Corporation, and others, including expedited licensing, financing tools, tax incentives, and interagency liaisons to accelerate exports. National Security Compliance: SEMI's comments emphasize robust compliance programs, cybersecurity, supply chain security, and risk-based licensing to prevent misuse or diversion of AI technologies. Global Competitiveness and Standards: SEMI urges rapid implementation, international promotion of U.S. AI technologies, and leadership in global standards to ensure interoperability and trusted adoption worldwide.SEMI is grateful for the feedback provided by our member companies in developing this comprehensive response to the Department's RFI. Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Ben Kallen is Sr. Manager, Public Policy Advocacy at SEMI.

SEMI has submitted comments to the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) in response to its Section 232 National Security Investigation of Imports of Robotics and Industrial Machinery.The submission highlights the vital role robotics and precision machinery play in semiconductor fabrication, packaging, and inspection and emphasizes the need for a balanced, risk-based approach to any future trade actions that strengthen U.S. national security while preserving access to robotics and industrial machinery essential to expanding the domestic semiconductor industry. SEMI RecommendationsSEMI outlined five key recommendations to the Administration.Encourage Investment and Maintain Existing Competitiveness. SEMI recommends excluding essential robotics and industrial machinery where domestic sourcing is not yet viable. If trade actions are taken following the investigation, SEMI recommends providing tariff reductions or waivers for companies investing in U.S. manufacturing capacity. SEMI emphasized protecting small and medium suppliers that keep the ecosystem running.Avoid Stacking Tariffs. Coordinate Section 232 actions across potentially overlapping actions and ongoing investigations, such as on imports of steel and aluminum, semiconductors, critical minerals, and polysilicon. This will help prevent duplicative or compounding tariffs that could raise costs and slow U.S. capacity building.Implement Adjustment Periods and Sunset Provisions. SEMI recommends any trade actions should phase in gradually to allow for domestic adaptation and include regular review mechanisms to recalibrate as the market evolves.Pair Trade Actions With R D, Workforce, and U.S.-Allied Collaboration. Strengthen domestic capacity through targeted federal research and development (R D) programs, workforce training, and deeper partnerships with trusted U.S. allies to build resilient technology ecosystems.Develop a National Robotics Strategy. Given robotics’ foundational role across semiconductor and advanced manufacturing sectors, SEMI recommends that the Administration develop a National Robotics Strategy. The strategy should align federal programs including those at NIST, NSF, and Department of Energy to accelerate robotics innovation, update technical standards, and drive U.S. leadership in automation and manufacturing competitiveness.The Global ContextWorldwide installations of industrial robots surpassed 540,000 units in 2023, with the market projected to exceed $73 billion in 2025.Robotics and industrial machinery are integral to semiconductor production ensuring cleanroom integrity, precision, and throughput. Broad or overlapping tariffs could raise costs and undermine U.S. competitiveness at a time when historic investments in domestic semiconductor manufacturing are taking hold.Next StepsSEMI looks forward to working with the Department of Commerce and other federal partners to ensure that Section 232 policies enhance both U.S. national security and the industry’s global competitiveness.Read SEMI’s full submission on Regulations.gov by searching Section 232 Investigation of Imports of Robotics and Industrial Machinery (XRIN 0694-XC138).Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Marc Coldiron is Director, Global Public Policy Advocacy at SEMI.

The Department of Commerce (DOC) has issued an amended version of the semiconductor supply chain Notice of Funding Opportunity (NOFO), commonly referred to as “NOFO 2.” This NOFO is explicitly geared toward projects that would construct, expand, or modernize semiconductor materials facilities or semiconductor manufacturing equipment facilities. Initial concept plans will be accepted until November 1, 2026. DOC released the first version of NOFO 2 in September 2023. While the amended version maintains the focus on upstream suppliers of semiconductor manufacturing materials and equipment, it differs in several key aspects from the original. Outside of the application deadline extension, some of the most notable differences include the following.Project Cost: The amended NOFO 2 removes the $300 million cap on individual projects but argues that individual projects under $20 million are unlikely to reach a scale necessary for achieving strategic objectives.Cost Sharing: The amended version lacks a cost sharing requirement but notes that individual applicants "must be able to demonstrate that they have sufficient resources available to complete the proposed project, when combined with the requested CHIPS Incentives."Fab Clusters: NOFO 2 includes a focus on supporting "the development of vibrant, sustainable semiconductor clusters" by, for example, "reducing the burdens associated with transporting critical supply chain inputs." Evaluation Criteria: Proposals will be evaluated using the following five criteria:Economic and National SecurityCommercial ViabilityFinancial StrengthProject Technical Feasibility and ReadinessWorkforce Development Available Funding: The amended NOFO 2 does not specify a total amount of available funding, which is a departure from the September 2023 version, which set aside $500 million for the entire endeavor. Eligible Applicants: Eligible applicants include private sector organizations, non-profit organizations, consortia of private sector organizations, and consortia of private, public, and/or nonprofit organizations “with a demonstrated ability to substantially finance, construct, expand, or modernize a facility relating to the fabrication, assembly, testing, advanced packaging, production, or research and development of semiconductors, materials used to manufacture semiconductors, or semiconductor manufacturing equipment.”Application Structure and Deadlines: Initial concept plans will be accepted until November 1, 2026. DOC will notify applicants that have been invited to submit full proposals on an individual basis. Sources and Additional Information:NOFO 2NOFO 2 FAQ Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Ben Kallen is Sr. Manager, Public Policy Advocacy at SEMI.

On Friday, September 19, 2025, the President signed a proclamation requiring a new $100,000 fee for United States H-1B visa applications effective September 21, 2025 seeking to curb what the administration views as significant overuse. A memorandum later issued by the United States Citizenship and Immigration Services (USCIS) Director clarified that the fee applies only to new, unfiled petitions. Current visa holders can continue traveling to and from the United States.While SEMI recognizes the economic and strategic concerns raised by the administration, the high cost of the new fee poses a significant burden on SEMI members and the broader technology industry. As SEMI members continue to share the impact this policy will create on their operations, SEMI will work with fellow trade associations to address the high-cost of the fee and find solutions for the administration’s policy concerns.The proclamation cites misuse and calls "abuse of the H-1B program" a "national security threat." All entries under an H-1B visa beginning September 21, 2025, are restricted unless supplemented by the $100,000 payment. The administration must review this restriction annually, and DHS will issue implementation guidance. The proclamation also directs DHS to revise prevailing wage levels and prioritize "high-skilled and high-paid" applicants.The H-1B program currently caps new visas at 65,000 annually, plus 20,000 for those with U.S. master's degrees or higher. Employers must petition for these visas. Demand for skilled workers—especially in technology-driven industries like semiconductors—far exceeds the limited H-1B supply. The changes risk driving away U.S.-educated foreign graduates and their skills to foreign markets, further straining workforce needs.SEMI recognizes the impact of the proposed H1-B visa fee on companies, particularly the additional burden it places on smaller firms. While SEMI supports the administration’s objectives, the policy will create near-term challenges — especially for companies working to scale in order to meet the goals set by Congress and the administration to strengthen economic and national security. By straining the talent and resources these companies rely on, the fee risks undermining those objectives.In the coming days, SEMI will be gathering information to better understand the impact across the industry, with particular attention to smaller companies. This input will guide our communications with the administration as it refines the policy. We will also be meeting with member companies to assess the impact and prepare talking points for upcoming discussions with the administration.Next Steps: SEMI issued an initial statement recognizing the administration's economic and security concerns while urging collaboration on solutions that benefit economic growth and talent retention. SEMI will work with industry groups, the administration, and Congress to address H-1B challenges and help grow the American workforce while retaining global talent. SEMI is spearheading a letter to the administration highlighting industry concerns while expressing the desire to work together, and we will be inviting related industry associations and groups to join us. SEMI encourages members to share details on the anticipated impact of the policy on their operations. Please reach out to Christina Banoub at [email protected] policy aligns with forthcoming H-1B rulemaking that would weigh applications by wage levels instead of the current lottery system. The rule hasn't yet appeared in the Federal Register but should follow soon.Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Royal Kastens, Senior Director of Public Policy and Advocacy at SEMI.

As the Department of Commerce explores options to adjust patent fees, these changes will have important implications for the semiconductor industry, where thousands of patents are filed each year to protect groundbreaking technologies. At SEMI, we understand the complexity of getting this right for our member companies. The fee proposal is not only about rates, but also about how fees are structured, applied across different types of filers, and administered in practice. Designing a system that is fair and workable is a significant challenge and one that requires close collaboration between government and industry. The SEMI Global Advocacy team is consistently engaged with the Trump Administration and Congress as a resource. We want to ensure the unique needs of the semiconductor sector are understood and that any adjustments to the fee schedule strengthen U.S. innovation without creating unintended barriers. By working together, SEMI members with U.S. operations can help shape an approach that supports the U.S. Patent and Trademark Office's mission and U.S. competitiveness. Next Steps: SEMI will continue to provide technical insight from across our membership as this process develops and looks forward to partnering with policymakers. We will also share updates as information on new patent fees become available beyond the initial reporting by the Wall Street Journal and other news outlets.Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Scarlett Bickerton, Manager, Federal State Affairs at SEMI.

On July 7, President Trump issued an executive order (EO) extending the ten percent baseline tariff rate through August 1, 2025. In addition, the EO suspends the variable "reciprocal" tariffs imposed under the International Emergency Economic Powers Act (IEEPA) until August 1. The order applies to nearly all countries except Mexico, Canada, and China. These changes do not impact separate reciprocal tariff actions on China or alter existing Section 232 measures on steel, aluminum, autos, and their derivative products. At the time of this posting, letters had been sent to 20 trading partners outlining expected tariff rates if no agreement is reached by August 1; bilateral negotiations are ongoing. Eleven of the 21 countries received rate cuts compared to the "Liberation Day" announcements on April 2, ranging from one to 13 percent. President Trump indicated rates could rise around 25 percent if trading partners retaliate. Next Steps: The extension offers short-term stability for SEMI member companies to assess supply chain exposure. SEMI continues to monitor bilateral trade and tariff policy negotiations, including for discussion related to the semiconductor supply chain. We aim to keep member companies informed of relevant tariff escalations. If your company is directly impacted by a country-specific rate shift, please reach out to your region’s SEMI Global Advocacy contact with any feedback on how these tariffs are affecting your operations.Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Scarlett Bickerton, Manager, Federal State Affairs at SEMI.

In a letter sent to the United States Congress, SEMI, the leading industry association serving the global electronics design and manufacturing supply chain, and 16 member companies urged Congress include in reconciliation an expansion and extension of the Advanced Manufacturing Investment Tax Credit. The letter calls for the expansion of eligibility for the federal investment tax credit (ITC) to make the entire semiconductor manufacturing supply chain, as well as R D and design expenditures eligible for the ITC and extend the credit beyond the current 2026 expiration date—to allow sufficient time to plan and execute investments. The U.S. semiconductor market is growing to meet the needs of critical technology applications like artificial intelligence (AI), telecommunications, and bioengineering that rely on semiconductors. That growth requires increased investment for upstream materials, chemicals, and electronic design automation (EDA), which are currently excluded from receiving the tax credit (also known as Sec. 48D). Excluding these critical manufacturing and R D projects undermines domestic investment efforts potentially ceding U.S. leadership and competitiveness. Semiconductor infrastructure requires billions of dollars in upfront investment, and tax incentives are essential to help offset these exorbitant costs. A competitive tax environment encourages semiconductor companies to invest in the U.S., strengthening domestic manufacturing and innovation while helping the U.S. meet its goals of maintaining global leadership with lower-cost regions also providing incentives.Also, the credit expires at the end of 2026, leaving insufficient planning and implementation time for the billions in upfront investment required to support semiconductor infrastructure in the United States. To support the success, growth, and innovation of the U.S. semiconductor ecosystem, SEMI and its members urge Congress to include in the reconciliation package:Expansion of the Sec. 48D tax credit for the entire supply chain—as included in the SEMI Investment Act (S. 1642)Extension of the credit to allow enough time for businesses to plan and execute needed investments as included in the BASIC Act (H.R. 3204)Recognition of R D and design expenditures as eligible Sec. 48D projects as included in the STAR Act (H.R. 802)These inclusions are crucial to maintain U.S. competitiveness in attracting global semiconductor industry investments.The letter was signed by CEOs or presidents of the following leading companies: SEMI; ASML; ASM; Advantest America, Inc.; Axcelis Technologies Inc.; Brewer Science; Chemours; Dupont’s Electronics business, and Qnity™; Entegris; Evatec NA, Inc.; EFC Gases Advanced Materials; GlobalWafers Co., Ltd.; Lam Research Corporation; Micron Technology; Tokyo Electron America, Inc. TEL Manufacturing and Engineering of America, Inc.; SACHEM, Inc.; SkyWater Technology.Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Christina Banoub, Senior Manager, Federal Affairs at SEMI.

The new Administration in the United States has been aggressively focusing on trade measures to establish more balanced relationships with its trading partners, according to the White House.Over the last several weeks, President Trump declared a U.S. economic emergency and announced a universal 10% tariff on all countries, which went into effect on April 5, 2025. There are also levies that Trump has called “reciprocal,” including a 34% tariff on Chinese goods and a 20% tariff on European Union imports, that started on April 9.Previously announced 25% tariffs on foreign-made autos and certain auto parts are also now in effect.Presently, finished semiconductors are exempt from these tariffs, however, a Federal Register notice provided the following update:On April 1, the Secretary of Commerce initiated an investigation under section 232 of the Trade Expansion Act (19 U.S.C. 1862) to determine the effects on national security of imports of semiconductors, semiconductor manufacturing equipment (SME), and their derivative products. This includes, among other things, semiconductor substrates and bare wafers, legacy chips, leading-edge chips, microelectronics, and SME components. Derivative products include downstream products that contain semiconductors, such as those that make up the electronics supply chain. The SEMI Advocacy team is working side by side with member companies in the U.S. to prepare industry’s response for the public comment period tied to the 232 investigation. Comments are due May 7. (Update: SEMI comments submitted.)SEMI has been tirelessly working to educate new policymakers and regulators about the negative impacts the proposed tariffs have on the semiconductor industry. Ajit Manocha, President and CEO of SEMI, and Joe Stockunas, President of SEMI Americas, have been to Washington, D.C. for a series of meetings with administration officials and on Capitol Hill. Clarity on the recent tariff announcements — and guidance on what could come next — has been at the top of the agenda. Additionally, many member company executives recently attended the SEMI Washington Fly-In to advocate for policies that support the global supply chain on Capitol Hill, and the topic of tariffs was of the highest priority for congressional staff.Considering the complexities of the semiconductor industry supply chain, U.S. companies must rely on highly specialized materials, equipment, and components sourced from multiple countries. Strategically deployed and comprehensively assessed trade actions ensure that U.S. businesses maintain market access to critical supplies and remain globally competitive.Additionally, SEMI has highlighted that through fair and reciprocal trade practices, the U.S. can avoid unintended cost increases, supply chain disruptions, and ultimately any risks to American competitiveness in the global marketplace. Coordinating trade policies with allies prevents retaliatory tariffs for industries critical for national security, such as the semiconductor industry, and keeps costs competitive for consumers and industries, all while fostering a more resilient domestic manufacturing ecosystem. Semiconductor companies make substantial investments in building new facilities, and policy stability and predictability are key factors in site selections. With governments around the world putting incentives in place to bolster their semiconductor ecosystems, and to attract industry investments and good-paying jobs, public-private synchronization on trade policies is crucial to help the U.S. meet its technology innovation goals.Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.John Cooney is VP, Global Advocacy Public Policy at SEMI.

On April 8-9, 2025, bees on cherry blossoms lining the streets of Washington D.C. were not the only things buzzing. The word “tariffs” floated in the air from TVs and conversations throughout Capitol Hill, as people eagerly awaited the implementation and response to United States President Donald Trump’s latest round of far-reaching trade policy. This was the backdrop for this year’s SEMI Washington Fly-In, hosted annually by the SEMI North America Advisory Board (NAAB), which gathered representatives from member companies to meet with government officials and advocate for policy changes vital to the semiconductor industry’s continued growth and innovation.SEMI executives and more than 50 representatives from member companies across the end-to-end semiconductor supply chain participated in the Fly-In. SEMI President and CEO Ajit Manocha, SEMI Americas President Joe Stockunas, and SEMI Vice President of Global Advocacy and Public Policy John Cooney met with Trump administration officials from the Department of Commerce. Reflecting the global reach of SEMI, Manocha traveled from Washington to Brussels for meetings with the European Commission. On April 8, Stockunas presided over a NAAB meeting, followed by a dinner and prep session for meetings with Congressional members and their staff the following day. Building on the priorities outlined in the briefing book prepared by Cooney’s Advocacy team in Washington, participants discussed priority messages to convey tailored to the specific officials.Focus topics included:Tariffs and Trade – Address the buzz of the day’s news cycle by spotlighting the challenges of multiple layers of tariffs facing U.S. operations due to the industry’s global supply chain.Export Control Policy – Revise export control rules to be narrow and focused with increased transparency to minimize uncertainty for companies contributing to the world’s most complex manufacturing processes.Tax Policy and Investment Incentives – Extend tax credits set to expire and expand them to include semiconductor material suppliers and packaging facilities to bolster the full semiconductor ecosystem.CHIPS Act Implementation – Streamline implementation and ensure that the full intended scope of the CHIPS Act is maintained to meet the goals of the bipartisan legislation.Workforce Development and Immigration – Highlight the need for multi-layered programs – from education to apprenticeships through career development – required to provide the skilled workforce that will underpin domestic industry expansion.Energy and Environment – Showcase the need for strong R D programs, industry-led standards, and permitting reforms to help the semiconductor industry address booming energy requirements to power Artificial Intelligence and meet the resource needs of the growing domestic chipmaking ecosystem.PFAS Regulation and R D Needs – Prioritize regulatory actions that take a risk-based approach to PFAS and other chemicals critical to semiconductor manufacturing, as well as R D to improve environmental controls and identify potential alternative substances.SEMI organized four groups by U.S. region – East, Midwest/South, Southwest and West – comprised of representatives from member companies with operations in the respective states of the Senate and House of Representative offices scheduled for meetings at Capitol Hill. On April 9, the groups met with Members of Congress and their staff from 20 of the nation’s states, including Arizona, Arkansas, California, Colorado, Delaware, Idaho, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, New Mexico, North Carolina, Ohio, Oregon, Texas, Utah, Virgina, Washington and West Virginia. The groups shared powerful perspectives, data and anecdotes on the impact of policies on their companies’ operations. While the groups for the SEMI Washington Fly-In included representatives from companies that are fierce business rivals, the focus of the discussions successfully presented a unified industry voice highlighting shared challenges, policy recommendations, and request for support – in true SEMI “Stronger Together” spirit.News of a 90-day pause on most tariffs broke while the groups were conducting their meetings. The intense difficulties of tracking changes on tariffs and other policies permeated throughout the conversations on the impact on business decision-making. While influencing policy changes will not occur instantaneously, the SEMI Washington Fly-In bolstered the SEMI Global Advocacy team’s ongoing efforts to educate officials on the nuances and critical importance of the complete semiconductor supply chain. Additionally, the discussions emphasized the policy modifications that will have the greatest impact in helping the industry continue its lasting legacy of innovation that improves the quality of life for people in the U.S. and around the world.On April 11, the Customs and Border Patrol issued an addendum to the tariff exemption list that did not result in a complete exemption for the semiconductor supply chain. President Trump posted afterward on social media: "We are taking a look at Semiconductors and the WHOLE ELECTRONICS SUPPLY CHAIN in the upcoming National Security Tariff Investigations."Traditionally, such investigations have been conducted over a prolonged period of time for the government to collect data directly from companies and solicit feedback from industry. If past precedent remains, this will represent the first formal opportunity for industry to engage on the Administration's tariffs. The President has stated that his plans for tariffs on semiconductors will be unveiled this week.Visit SEMI Global Advocacy to learn more about public policy efforts and developments, and SEMI Workforce Development for more information on efforts to address the microelectronics industry’s talent needs.Samer Bahou is Director of Marketing Communications at SEMI.

For the past several months, U.S. Department of Commerce officials have been developing proposals to amend the foreign direct product rule to require a license for the use of U.S.-origin semiconductor manufacturing equipment or technology in producing semiconductor devices for Huawei and its affiliates. Commerce has also advanced proposals to amend the de minimis rule to expand license requirements for shipments to Huawei and its affiliates of semiconductors produced outside the U.S. and incorporating minimal amounts of non-sensitive U.S. content.The expansion of both rules is among the many Huawei-related actions the administration is pursuing that include a government procurement ban, replacing Huawei equipment in rural U.S. networks, and prohibiting imports of technology and services from unspecified foreign adversary nations. The de minimis proposal was under final interagency review, and the direct product rule next in line for further action, when on February 18 President Trump issued a tweet saying that “The United States cannot, will not, become such a difficult place to deal with in terms of foreign countries buying our product, including for the always used National Security excuse, that our companies will be forced to leave in order to remain competitive.”Speaking to reporters later that day, the president, referring to chipmakers and Huawei, said “I think people were getting carried away with it… Things are put on my desk that have nothing to do with national security.”This week, SEMI President and CEO Ajit Manocha sent President Trump a thank-you letter for his comments and warned that the proposals could severely impact the U.S. and global semiconductor and electronics industries, create confusion and uncertainty in manufacturing supply chains, reduce investment in new capacity, and lead to the design-out of U.S. technology and U.S. components. SEMI also stressed that unilateral controls on U.S.-origin semiconductor devices, equipment, materials and technology could significantly and disproportionately harm U.S. companies, serve as a disincentive for further investments and innovation in the U.S., and impact non-U.S. companies as well. SEMI continues to work with policymakers to build awareness of the damaging and far-reaching effects of these proposals. The 2020 sales forecast for the global semiconductor manufacturing equipment market, excluding the U.S. (since the proposals only directly affect non-U.S. fabs), is approximately $53 billion. With U.S. producers accounting for roughly 40 percent market share, over $21 billion in U.S. equipment sales to non-U.S. fabs could be affected. Non-U.S. companies whose equipment incorporates U.S.-origin components and technology could also be impacted, and every fab worldwide using U.S.-origin manufacturing equipment or technology to produce items destined for Huawei would need to stop their use immediately and file for a license and/or remove U.S.-origin equipment and technology from production lines used for Huawei and its affiliates. The president’s remarks, along with the resignation of two key officials supporting the proposals, have created uncertainty around the next steps. SEMI is holding regular conference calls to keep members up to date and developing strong messages for members to use in their communications with government officials. SEMI Advocacy in Washington remains actively engaged with executive and congressional officials to ensure that U.S. export controls are narrowly tailored to specific national security concerns and applied at the multilateral level with major trading partners.Joe Pasetti is Vice President of Global Public Policy and Advocacy at SEMI.