美国将为芯片制定新规则？

Core Viewpoint - The Trump administration is developing a policy requiring semiconductor manufacturers to match their domestic chip production with the number of chips imported into the U.S. to avoid a 100% tariff on imports [3][4]. Group 1: Policy Details - Semiconductor companies must produce one chip in the U.S. for every chip imported from other countries to avoid tariffs [1][3]. - Failure to maintain a 1:1 ratio over time will result in significant import tariffs, potentially reaching 100% [3][4]. - The policy aims to boost domestic chip production and may reshape global supply chains, but its implementation could face logistical and technical challenges [3][4]. Group 2: Credit System and Compliance - Companies committing to build new semiconductor facilities in the U.S. will receive "credits" based on promised production volumes, allowing them to import chips tariff-free during the construction phase [4]. - The complexity of tracking each chip's origin in a global supply chain poses significant compliance challenges for manufacturers [4]. Group 3: Impact on Industry Players - Major semiconductor manufacturers like Intel, GlobalFoundries, Micron, Samsung, Texas Instruments, and TSMC, which are expanding in the U.S., stand to benefit from this policy [4]. - The policy could provide these companies with a stronger negotiating position with clients seeking to source chips from the U.S. [4].