美财长吹嘘：上贡模式，可推广

Core Points - The U.S. Treasury Secretary, Becerra, highlighted a unique arrangement where U.S. chip companies, like Nvidia, are required to "donate" 15% of their revenue from sales in China to the U.S. government in exchange for export licenses [1][4][5] - This model, reportedly initiated by former President Trump, is seen as a potential template for other industries, allowing U.S. companies to expand in China while providing financial returns to U.S. taxpayers [1][3][4] - The revenue generated from this arrangement is intended to be used for debt repayment, with discussions of potential taxpayer benefits to follow [4][5] Industry Implications - Nvidia and AMD have agreed to this revenue-sharing model to secure the ability to sell their chips in China, which is crucial for their market presence [4][6] - The arrangement reflects a shift in U.S. trade policy, where financial returns are prioritized alongside national security concerns, potentially undermining the traditional rationale for export controls [5][6] - The U.S. government has also implemented tracking measures on exported AI chips to ensure compliance with export restrictions, particularly targeting China [6]