国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月17日消息，据媒体报道，美国政府近期提出一项明确的半导体产业目标，确保该国所使用的芯片中至少有50%在国内制造，以重塑其在全球半导体制 造业的领导地位。 半导体作为人工智能、汽车、通信等关键领域的核心，其战略价值日益凸显。然而，过去三十年间，美国在全球半导体制造中的份额已从1990年的37%大 幅下滑至2022年的10%，这一趋势与美国的科技战略需求严重不符。 为扭转局面，美国连续多届政府持续推动产业回流政策。从特朗普首任期启动的关键制造激励，到拜登签署的《芯片与科学法案》，再到当前政府拟议的 针对性关税措施，一系列举措已促使台积电、三星等国际半导体巨头在美国投入巨资建厂。 这些政策的效果正逐步显现。2024年，全球半导体销售额首次突破6000亿美元，达6305亿美元。据世界半导体贸易统计组织预测，2025年全球销售额将增 长11.2%，至7010亿美元，2026年有望达到7607亿美元。值得注意的是，美洲地区成为增长最快的市场，同比增速高达44.4%。 为实现50%的自给率目标，美国政府计划 ...

Core Viewpoint - Intel is facing significant challenges, including a drastic decline in stock price and operational losses, prompting both government and private investment interest to stabilize the company [2][4][5]. Group 1: Government Involvement - The Trump administration is in discussions to acquire approximately 10% of Intel's shares, potentially making the U.S. government the largest shareholder of the chip manufacturer [2][4]. - The government is considering converting funds from the CHIPS and Science Act into equity investments, which could involve $10.9 billion in approved subsidies for commercial and military production [4]. - This initiative represents a historic move for the U.S. government to directly hold equity in a major tech company [4]. Group 2: Private Investment - SoftBank has announced a $2 billion investment in Intel at a price of $23 per share, making it the fifth-largest shareholder [2][4]. - Following the announcement of SoftBank's investment, Intel's stock price rose over 5% in after-hours trading [2]. Group 3: Financial Performance - Intel's stock price has plummeted by 60% in 2024, marking its worst performance in history [4]. - The company's Q2 2025 financial report revealed revenues of $12.9 billion but a net loss of $2.9 billion, with a gross margin falling below 30% [4][5]. - The foundry services segment reported a quarterly loss of $3.2 billion, and free cash flow was negative at $1.1 billion [4]. Group 4: Strategic Challenges - Intel's technological lag, particularly in advanced process nodes below 7nm, has resulted in a loss of market share, with the U.S. global chip production share dropping from 37% in 1990 to 12% [5]. - The company has missed opportunities in the AI sector, with Nvidia capturing 90% of the data center AI chip market while Intel holds less than 3% [5]. - Plans for a $20 billion advanced factory in Ohio have been delayed multiple times due to financial issues, with the latest production timeline pushed to 2031 [6]. Group 5: Broader Industry Context - The U.S. government is pushing for semiconductor industry revitalization through the CHIPS Act, but foreign companies are facing slow and costly expansion in the U.S. [8]. - The administration's investment strategy aims to ensure the U.S. maintains competitiveness in advanced manufacturing and high-end computing chips [8]. - Analysts suggest that government intervention may allow for greater oversight of Intel's operations, particularly concerning its dealings in China [9].