智通财经网·2025-09-26 13:19Core Viewpoint - The Trump administration is planning a new chip policy that requires companies to match the number of chips produced domestically with the number of chips imported from overseas, aiming for a 1:1 ratio between domestic and imported chips [1] Group 1: Market Reaction - Following the announcement of the proposed policy, stock prices of U.S. semiconductor companies surged, with Intel (INTC.US) rising by 3.91%, GlobalFoundries (GFS.US) soaring by 9.86%, and Micron Technology (MU.US) increasing by nearly 1% [1] Group 2: Investment in Domestic Production - Major semiconductor companies, including Intel, Micron Technology, GlobalFoundries, TSMC (TSM.US), and Samsung Electronics, have already invested billions of dollars in building chip factories in the U.S. [1] Group 3: Proposed Policy Details - Under the proposed system, if a company commits to producing one million chips in the U.S., its customers can continue to import an equal number of chips tariff-free until the new factory is operational, creating a transitional balance between production and imports [1]