8月20日消息，据 外媒报道， 特朗普政 府拟通 过《芯片法案》资金换股， 计划强行入股英 特尔、美光、三星、台积电四大芯片巨头， 引发市场根基担忧 ！ 周三，据业内人士透露，卢特尼克正研究入股美光、台积电和三星等公司。 去年年底时，美国商务部最终确定向三星提供47.5亿美元补贴，向美光提供62亿美元补贴，向台积电提 供66亿美元补贴，以支持它们在美国生产半导体。目前，对这些公司的大部分补贴资金尚未发放。 转自：国芯网 加入"中国IC独角兽联盟"，请点击进入 所谓的"以股换补"计划，就是以美国 《芯片与科学法案》 相关补贴换取相关公司的股份的一种说法。 当地时间周二， 美商务部长 卢特尼克证实，美国联邦政府正与英特尔磋商，考虑用英特尔获批的 《芯片法案》相关补贴换取该公司10%的股份。如若此举可行，美国政府将成为英特尔的最大股东。 知情人士曝料，政府拟持股Intel约10%，用补贴换取话语权，三星、美光、台积电的66亿、62亿和47.5 亿美元补助也可能变相"国有化"。白宫宣称这是"创新方案"，优先美国需求，但专家警告：政府伸手企 业运营，恐颠覆自由市场根基！ 当时卢特尼克还强调，即便政府入股，也不会获得投票 ...

Core Viewpoint - The article discusses the U.S. government's plan to acquire stakes in major semiconductor companies like Intel, Micron, Samsung, and TSMC through the "Chip Act" funding, raising concerns about the implications for the free market [1][3]. Group 1: Government's Stake Acquisition Plan - The U.S. government is considering a plan to exchange subsidies from the "Chip and Science Act" for equity stakes in semiconductor companies, potentially making the government a major shareholder in these firms [3]. - Specifically, the government is negotiating to acquire approximately 10% of Intel's shares in exchange for subsidies, which could lead to a significant government influence over the company [3]. - Similar arrangements are being explored for Micron, TSMC, and Samsung, with the government looking to convert subsidies of $62 billion, $66 billion, and $47.5 billion respectively into equity stakes [3][4]. Group 2: Implications of the Plan - The White House describes this initiative as an "innovative solution" prioritizing U.S. needs, but experts warn that government involvement in corporate operations could undermine the foundations of a free market [3]. - Despite the government's potential stake, officials have stated that they would not seek voting rights or board seats, framing the move as a way to convert grants into equity for the benefit of the American public [3].

Core Viewpoint - The U.S. government is exploring a plan to exchange equity stakes in semiconductor companies for funding under the CHIPS Act, potentially expanding beyond Intel to include companies like Micron, TSMC, and Samsung [1][2][4]. Group 1: Government Initiatives - U.S. Commerce Secretary Howard Lutnick is investigating the possibility of the federal government acquiring equity in semiconductor giants that receive funding from the CHIPS Act [1][2]. - The plan aims to provide substantial financial support to companies building chip factories in the U.S., with the government potentially holding stakes in these firms [1][4]. - The initiative has received backing from former President Trump, who views it as a novel approach to bolster national security and economic interests [2][5]. Group 2: Financial Implications - The U.S. government has already committed significant cash subsidies to major chip manufacturers, including $4.75 billion to Samsung, $6.2 billion to Micron, and $6.6 billion to TSMC [4]. - The government is also re-evaluating previous cash subsidies, suggesting that some may be deemed overly generous [4]. - The equity stake approach could provide long-term financial benefits to the government amid a rising demand for AI-related chips and infrastructure [5][6]. Group 3: Market Outlook - The global semiconductor market is expected to grow significantly, with a projected increase of 11.2% in 2025, reaching a total value of $700.9 billion, driven by strong demand in AI and cloud computing sectors [7]. - The demand for AI chips and related infrastructure is anticipated to continue expanding, with companies like SK Hynix predicting a 30% annual growth in the HBM market over the next decade [7].