特朗普政府入股芯片巨头思路曝光

Core Viewpoint - The article discusses the U.S. government's evolving approach to semiconductor investments, particularly under the Trump administration, which is considering equity stakes in companies that do not commit to increasing investments in the U.S. semiconductor sector [3][4]. Group 1: U.S. Government's Semiconductor Policy - The U.S. government is exploring holding a 10% stake in Intel and potentially other companies, with a focus on those that have not committed to increasing investments in the U.S. [3][4] - Companies that have pledged to increase investments, such as TSMC and Micron, may not be required to exchange equity for subsidies [8] - The Trump administration aims to incentivize semiconductor companies to invest more in the U.S. by eliminating nearly 100% of chip import tariffs for those that comply with investment commitments [3][4]. Group 2: Financial Support and Investment Commitments - The CHIPS Act, signed by President Biden, allocated $39 billion to revitalize domestic semiconductor manufacturing, aiming to increase U.S. chip production from 12% to 20% by 2030 [7] - Intel is eligible for $8.5 billion in direct funding and $11 billion in loans for new and expanded fabs, while TSMC received $6.6 billion in subsidies and $5 billion in loans for a factory in Arizona [7][8] - The Trump administration's approach contrasts with the previous administration's, as it seeks equity stakes in exchange for financial support, which has faced pushback from companies like TSMC [7][8]. Group 3: Adjustments to the CHIPS Act - The Trump administration is considering reallocating at least $2 billion from the CHIPS Act to support critical mineral development projects, which are essential for semiconductor manufacturing [10] - This proposal aims to enhance the decision-making power of the U.S. Secretary of Commerce in strategic areas related to semiconductor production [10]. - The U.S. Department of Defense has also invested $400 million in a U.S. rare earth producer, becoming the largest shareholder, which aligns with the need for critical minerals in the semiconductor industry [10].