果然要赖账！美国商务部长：正就拜登芯片补贴重新谈判，台积电是个成功案例

Core Points - The Biden administration is facing challenges in fulfilling the commitments made under the CHIPS Act, as negotiations are ongoing with companies regarding the subsidies provided [1][5] - The U.S. Commerce Secretary, Gina Raimondo, indicated that the Trump administration is seeking to renegotiate the subsidies to ensure better deals for American taxpayers [1][3] - The CHIPS Act, signed in August 2022, allocated $280 billion to support the U.S. semiconductor industry, with $52.7 billion designated for direct funding and $24 billion for investment tax credits [3][5] Group 1: Subsidy Negotiations - The Trump administration is negotiating the subsidies provided under the CHIPS Act, suggesting that some of the initial agreements may be too generous [1][3] - TSMC has successfully renegotiated its agreement, increasing its investment in the U.S. from $65 billion to $165 billion without additional funding from the U.S. government [1][3] - Concerns have arisen among South Korean companies, such as Samsung and SK Hynix, regarding the potential cancellation of their subsidies [3][5] Group 2: Implementation of the CHIPS Act - As of Biden's departure, only $3.43 billion of the promised subsidies had been disbursed, despite a commitment to drive over $380 billion in total investments over 20 years [5] - The CHIPS Act's funding is contingent upon companies making progress on their factory commitments, with details on disbursement yet to be fully disclosed [4][5] - The Biden administration's efforts to attract semiconductor investments are ongoing, with a focus on ensuring that the funds are allocated effectively [5][6] Group 3: U.S.-China Technology Tensions - The U.S. government is tightening restrictions on semiconductor exports to China, which has led to increased tensions between the two economic powers [6] - The Trump administration's approach includes pressuring allies to avoid using Chinese technology, further complicating the global semiconductor landscape [6] - Industry experts express concerns that U.S. restrictions may ultimately harm American companies more than they benefit them, as they could accelerate China's technological advancements [6]