1. A senior US official will visit Japan and the Netherlands to ask for new restrictions on China's semiconductor industry; 2. The US wants to ban HBM memory for AI chips; 3. US Under Secretary of Commerce for Industry and Security, Alan Estevez, will meet with Tokyo Electron and ASML to discuss curbing Chinese chip factories developing HBM chips; 4. Chinese companies like Wuhan Xinxin Semiconductor Manufacturing Co., Huawei Technologies Co., and ChangXin Memory Technologies Inc. are reportedly developing HBM; 5. Gregory Allen highlights the importance of Japan and the Netherlands in the global semiconductor equipment industry and the limitations of current export restrictions.