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 ↓ ↓ ↓ 半导体公众号推荐 9月26日消息，特朗普政府正在权衡一项新计划，旨在大幅减少美国对海外制造半导体的依赖，希望借此 刺激本土制造业并重塑全球供应链。 该政策的目标是要求芯片企业在美国生产的半导体数量，与其客户自海外厂商进口的数量保持一致。据知 情人士透露，那些未能长期维持"1:1"比例的企业将被迫缴纳关税。 这一计划源于特朗普上月的表态。当时他表示，如果科技公司在美国投入更多资金，就能避免半导体高达 100%的关税。知情人士指出，要让本土产能与进口量匹配，比单纯增加美国投资更具挑战性，因为海外产 品通常价格更低，供应链难以调整，而提升美国本土供应需要时间。若付诸实施，这一计划可能使本已复 杂的关税体系更加错综难解。 据知情人士透露，美国商务部长卢特尼克已与半导体行业高管讨论这一构想，并告知他们，这可能是出于 经济安全的需要。多年来，政府官员一直担忧美国科技公司过度依赖海外芯片。 科技高管们对此尤为关注，因为芯片在现代经济中几乎无处不在，从智能手机到汽车都离不开它们。许多 公司会将美国制造的芯片送往海外 ...

Core Viewpoint - The company, Fuchuang Precision (688409), is actively engaging in share buybacks and strategic investments while navigating challenges related to its major shareholder's financial activities and ongoing investigations [1][3][4]. Group 1: Shareholder Activities - The major shareholder, Shenyang Advanced Manufacturing Technology Industry Co., Ltd., invested nearly 4 million yuan in a share buyback, with a total investment plan ranging from 120 million to 240 million yuan over 12 months [1][2]. - As of June 6, 2025, the major shareholder's shareholding represents 8.2% of the company's total equity, with a recent pledge of 840,000 yuan being lifted [3]. Group 2: Financial Performance - In 2024, the company reported revenue of 3.04 billion yuan, a year-on-year increase of 47.14%, and a net profit attributable to shareholders of 200 million yuan, reflecting a 30% growth [4]. - The company experienced a net loss in the first quarter of the current year, attributed to increased strategic investments and operational costs [4]. Group 3: Strategic Investments and Market Position - The company is focusing on expanding its semiconductor component platform strategy, with a significant increase in overseas revenue reaching 897 million yuan, accounting for 30.25% of total revenue [5]. - Future acquisitions, such as the planned purchase of Beijing Yisheng Precision Semiconductor Co., Ltd., will proceed only after the target company achieves a profit of 50 million yuan [6]. - The company aims to enhance its product offerings in high-value components and gas transmission systems, targeting increased market share and global expansion [6].