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美财长:半导体对华销售收入上缴金模式或推广
日经中文网·2025-08-14 08:00

Core Viewpoint - The U.S. government is implementing a mechanism requiring semiconductor companies like NVIDIA and AMD to pay 15% of their sales revenue from exports to China, which may soon extend to other industries reliant on exports to China [2][4]. Group 1: Export Mechanism - The new mechanism currently applies only to semiconductor companies but is seen as a potential model for other industries in the future [4]. - The mechanism could impose significant financial burdens on industries that depend on exports to China, as it may lead to substantial fees [4][5]. Group 2: Legislative and Regulatory Context - The bipartisan U.S. Congressional "China Economic and Security Review Commission" report highlights that areas of U.S.-China technological competition include not only advanced semiconductors but also artificial intelligence, quantum computing, and biotechnology [5]. - The White House spokesperson indicated that the payment mechanism is currently limited to NVIDIA and AMD, with ongoing adjustments by the Department of Commerce regarding legal consistency [5][6]. Group 3: Security Concerns and Criticism - There are significant concerns regarding the legality and implications of the payment mechanism, with critics arguing it essentially prices national security [6]. - The Trump administration's Export Control Reform Act (ECRA) prohibits charging fees for export licenses, raising questions about the legality of the new payment requirement [6].