二选一！美拟要求芯片公司国产进口比例1:1 ，否则缴关税

Core Insights - The U.S. government is evaluating a new plan aimed at significantly reducing reliance on overseas semiconductor production and promoting domestic manufacturing to reshape the global supply chain [1] - The policy mandates that semiconductor companies must match the number of semiconductors produced in the U.S. with the quantity imported from overseas [1] - Companies failing to maintain a 1:1 production-to-import ratio over the long term will face tariffs [1] Group 1 - The new regulations will allow companies to import an equivalent number of semiconductors without tariffs if they commit to producing a specific quantity in the U.S. [1] - Initial phases of the policy may provide a grace period for companies to adjust and gradually increase domestic production capacity [1] - Major tech companies, including Apple, may face challenges as they will need to track the origin of all chips and collaborate with manufacturers to align U.S. and overseas product quantities [1] Group 2 - White House spokesperson Kush Desai emphasized the importance of not relying on imported semiconductor products for national and economic security [2] - Desai noted that any reports regarding policy formulation should be considered speculative until officially announced by the government [2]