Group 1 - The U.S. government is exploring a "subsidy for equity" plan to acquire stakes in major chip manufacturers like Intel, Micron, Samsung, and TSMC [1][2] - The Biden administration aims to secure a 10% stake in Intel as part of the broader strategy to enhance national security and economic interests [1][2] - The Chips and Science Act, valued at $52.7 billion, is being considered for equity requirements as a new condition for funding disbursement [2][3] Group 2 - This initiative marks a significant shift in U.S. government involvement in key industries, potentially setting a precedent for direct government ownership in major companies [3] - Historically, the U.S. government has used equity investments during economic crises to stabilize markets, but this is the first instance in the semiconductor sector [3] - The equity requirement may complicate investment decisions for foreign companies like TSMC and Samsung, as they must balance market access with operational autonomy [3]
“补贴换股份”!不只是英特尔,特朗普还想入股美光、三星甚至台积电