On September 27, the U.S. government is forcing semiconductor manufacturers such as Samsung to submit more internal information, such as chip inventory, order quantity and sales data, to help solve the continuous global chip shortage < p > Figure 1: U.S. Secretary of Commerce Gina Raimondo < / P > < p > at the global semiconductor summit recently hosted by the White House, U.S. Secretary of Commerce Gina Raimondo said that the government needs more information about the chip supply chain to better understand the core shortage crisis and find out the exact bottleneck leading to the supply shortage < p > when asked what manufacturers would face if they did not respond to the government's request, ramondo said in an interview: "there are other tools in our toolbox that can force them to provide the data we need, but I don't want to go to that step. But if we have to, we will do so." < / P > < p > the white house gave chip manufacturers 45 days to respond "Voluntary request" However, the above information requirements may put these companies in trouble, because the information about sales, inventory and customers is always widely regarded as enterprise secrets. < / P > < p > Global wafer foundry companies such as Samsung Electronics and TSMC in South Korea do not publicly disclose the list of their customers. It is reported that Samsung is manufacturing autopilot chips for Tesla, but it has not been officially recognized. < / P > < p >South Korean semiconductor industry insiders pointed out that global customers such as apple and Tesla do not want this information to be disclosed, because this information can be used to identify and compare the performance level and market competitiveness of their products. < / P > < p > Figure 2: Samsung's chip factory in Huacheng, South Korea < / P > < p > in addition, if information such as yield is made public, chip manufacturers may be at a disadvantage relative to buyers Favorable position. Yield refers to the ratio of the number of intact wafers to the total number of wafers used to make integrated circuit chips after all manufacturing steps are completed. Higher yield means more advanced technical level and lower manufacturing cost. < / P > < p > insiders point out: "The disclosure of yield information means the disclosure of the specific level of the company's semiconductor technology. Such information may put the OEM enterprises at a disadvantage in price negotiations with global customers." < / P > < p > other experts pointed out that the information required by the U.S. government may also affect the overall market price of semiconductor chips. If a company's chip inventory level is found to be high, the price it supplies to customers is likely to be reduced after price negotiations. < / P > < p > although global companies are very reluctant to provide internal data, they are unlikely to successfully avoid this requirement because The US government is considering taking legal measures in case of non-compliance. < / P > < p > it is reported that the US government is reviewing the possibility of using the defense production act (DPA) To force chip manufacturers to submit data. This law authorizes the president of the United States to require companies to accept contracts for materials considered necessary for national defense and give priority to the performance of these contracts. It also allows the president to specify materials that prohibit hoarding or price fraud. The president can also force an industry to expand the production of basic resources and distribute raw materials to the defense sector. < / P > < p > global semiconductor industry Industry, especially companies headquartered outside the United States, are worried that such information requirements may benefit U.S. companies to a large extent. A South Korean industry official said: "it is not impossible that the information submitted by Samsung and TSMC to the U.S. government may be leaked to U.S. companies such as Intel." < / P > < p > Intel and the U.S. government recently made it clear that they want to strengthen their cooperative relationship. It was reported in the media last month that pat Gelsinger, CEO of Intel Has met with Biden government officials to promote Intel's chip investment plan. < / P > < p > chip industry insiders pointed out that Intel's active OEM investment plan is strategically in line with the U.S. government's initiative to establish a stronger global supply chain. Intel has always stressed that the U.S. government must emphasize the impact of the global chip shortage on the U.S. economy and Intel's role in solving this problem Can play a role in providing more financial support to American enterprises. (small) < / P > < p >