半导体行业观察·2025-06-05 01:37Core Viewpoint - The article discusses the potential renegotiation of semiconductor funding initiated under the Biden administration, with implications for companies like TSMC and the overall semiconductor industry in the U.S. [1][3] Group 1: Renegotiation of Funding - U.S. Commerce Secretary Howard Lutnick indicated that the Trump administration is renegotiating some of the funding provided to semiconductor companies under the CHIPS and Science Act, suggesting that some awards may be canceled [1] - Lutnick mentioned that TSMC is an example of successful renegotiation, having increased its initial $65 billion investment plan in U.S. manufacturing by an additional $100 billion [2] - The Biden administration had allocated $52.7 billion to promote semiconductor manufacturing and research, with funds expected to be disbursed as companies meet construction and production milestones [1][4] Group 2: Legislative and Industry Reactions - Despite Trump's call to repeal the $38.2 billion funding plan under the CHIPS Act, semiconductor experts remain cautiously optimistic about the plan's continuation [3] - The likelihood of repealing the CHIPS Act is considered low due to bipartisan support and the benefits it brings to various regions, including Arizona [4] - Companies are exploring all possible avenues to halt the funding, with the potential for unallocated funds to be redirected to other projects if the law is repealed [5] Group 3: Future Implications and Industry Sentiment - The article highlights that any attempts to change the funding under the CHIPS Act are expected to face legal challenges, and the overall sentiment in the industry remains optimistic despite uncertainties [6] - The Commerce Department is likely to continue executing the chip program, indicating a commitment to the original mission despite potential changes in management or policy focus [6]