特朗普拟限制海外芯片进口！

Group 1 - The Trump administration is considering a new plan to significantly reduce the U.S. reliance on overseas semiconductor manufacturing, aiming to stimulate domestic manufacturing and reshape the global supply chain [2][4]. - The policy aims to require semiconductor companies to match the number of semiconductors produced in the U.S. with the number imported from overseas suppliers, with potential tariffs for those unable to maintain a "1:1" ratio [4][5]. - Concerns have been raised about the challenges of increasing domestic production due to lower prices of overseas products and the time required to enhance U.S. supply capabilities [4][6]. Group 2 - The U.S. Secretary of Commerce has discussed this plan with semiconductor industry executives, indicating it may be driven by economic security concerns [4][5]. - The new system may allow companies to import semiconductors without tariffs if they commit to producing a certain number domestically, with an initial grace period to help companies adjust [6].