美国批评者认为，“前所未有”的芯片协议将动摇该国安全框架

Core Viewpoint - Nvidia and AMD have reached an unusual agreement with the U.S. government to pay 15% of their sales revenue from the Chinese market, which is considered unprecedented [1] Group 1: Agreement Details - The agreement involves Nvidia and AMD agreeing to pay a percentage of their revenue from sales in China to the U.S. government [1] - This arrangement is seen as a potential shift towards a "pay-to-play" framework, raising concerns among U.S. lawmakers [1] Group 2: Legal and Economic Implications - There are questions regarding the legality of this policy, as the U.S. Constitution prohibits Congress from imposing taxes on goods exported from any state [1] - Analysts predict that this fee could compress profit margins for chip manufacturers, with Bernstein analysts estimating a decline in processor gross margins by 5 to 15 percentage points for exports to China [1] - Overall gross margins for Nvidia and AMD may decrease by approximately 1 percentage point due to this agreement [1]