A semiconductor industry group tells the Trump administration that the United States should avoid government actions that would distort the memory chip market while supply remains constrained by an AI-driven global demand surge. In a warning cited by Bloomberg, the group argues that attempts to influence memory chip prices or production capacity could worsen a “historic squeeze” on supply. The message comes as policymakers seek ways to address the broader memory shortage affecting the industry.
According to Free Malaysia Today, the group recommends that US decision-makers focus on measures that strengthen long-term supply. It calls for support for durable supply agreements and continuation of tax incentives intended to expand domestic and partner production capacity. The group’s position is that market interventions targeted at prices or output could have unintended consequences, while policies aimed at securing additional supply and encouraging investment would be more effective.
Both outlets describe the same core stance: US involvement should help increase capacity through longer-term frameworks rather than directly shaping pricing or production in ways that disrupt market dynamics.
