U.S. Semiconductor Sector — Oct 1, 2025

Category	Summary
Policy / Regulation	The U.S. Commerce Department’s tighter export controls now automatically place subsidiaries (50%+ owned) of blacklisted firms on the entity list, closing prior loopholes.
International / Trade	Taiwan publicly rejected a proposed “50‑50” production split (half its chips made in the U.S.), emphasizing no such commitment was ever agreed.
Supply Chain / Strategy	Observers warn that U.S.–China–Taiwan tensions are heightening risk in semiconductor supply chains, pushing firms toward redundancy and geographic diversification.
Policy / Immigration	The chip sector criticized proposed changes to U.S. visa (H‑1B / immigration) rules, citing potential talent constraints amid high demand.

There were no major new fab launches, earnings reports, or announced M&A deals in the U.S. semiconductor space reported in the past 24 hours.
Much of the movement today centers on trade diplomacy, regulatory tightening, and supply chain risk mitigation.
The interplay between U.S. policy proposals (e.g. export controls) and Taiwan’s responses will likely remain a flashpoint influencing investment and strategic planning in the sector.