Letter: chip sector group SEMI, including Micron and Samsung, warns Scott Bessent US policies affecting prices or production capacity would worsen the shortage (Maggie Eastland/Bloomberg)

The Semiconductor Industry Association, representing Micron Technology Inc and Samsung Electronics Co Ltd, states that current United States government policies negatively impact global production capacity and pricing structures for semiconductor manufacturing equipment. These regulatory measures threaten to exacerbate existing supply chain constraints across the industry while limiting available inventory for critical applications.