智通财经网·2025-09-26 13:51Core Viewpoint - The Trump administration is considering a new plan to significantly reduce the United States' reliance on overseas semiconductor manufacturing, aiming to stimulate domestic production and reshape the global supply chain [1] Company Performance - GlobalFoundries (GFS.US) opened nearly 10% higher at $35.84 - Intel (INTC.US) rose nearly 4%, continuing a 45% increase for the month - Texas Instruments (TXN.US) increased over 2%, reaching $185.50 [1] Policy Implications - The proposed policy aims to require semiconductor companies to match the quantity of semiconductors produced in the U.S. with the quantity imported from overseas suppliers - Companies failing to maintain a "1:1" ratio will face tariffs [1] Investment in Domestic Manufacturing - Intel, Micron Technology, GlobalFoundries, TSMC (TSM.US), and Samsung Electronics have invested billions of dollars in building semiconductor factories in the U.S. [1]