据参考消息援引台媒9月30日报道，美国商务部长卢特尼克近日接受采访时，抛出对台湾半导体产业极具压力的"芯片五五分"构想，主张美国应将目前高 度依赖台湾的芯片产能分摊一半回到美国，以降低美国安全风险。 消息曝光后，台湾政坛与舆论反应强烈，批评此举是"豪夺""极限施压"，大批网友更怒吼呛美方："怎不去抢！" 另据韩国媒体28日爆料，台积电和三星在美国的芯片工厂正面临大麻烦。特朗普政府新招频出，全球半导体企业冒着亏损的风险，硬着头皮在美国建厂， 可谓哑巴吃黄连。如果这种情况持续，在美国生产芯片不如缴纳关税。 台积电、三星在美工厂各有各的麻烦 据路透社9月26日报道，多名知情人士透露，美国政府正在研究一项新关税方案，拟对进口电子设备按照所含芯片数量征收关税，以推动制造业回流。该 计划由美国商务部设计，拟对进口产品征收相当于该产品芯片含量估算价值一定比例的关税。 《华尔街日报》同一天也爆料，为降低美国对海外芯片的依赖，特朗普政府还考虑要求芯片企业在美国本土生产的芯片数量，必须与其从海外进口的芯片 数量保持相当。若长期不能保持这一1:1的比例，有关企业将面临关税处罚。知情人士称，美国商务部长卢特尼克已与半导体行业高管讨论 ...

Group 1: U.S. Semiconductor Policy Changes - U.S. Commerce Secretary proposed a "chip 50-50" plan to reduce reliance on Taiwan's semiconductor production by bringing half of the capacity back to the U.S. to mitigate security risks [1][9] - The U.S. government is considering a new tariff scheme that would impose duties on imported electronic devices based on the estimated value of the chips they contain, aiming to encourage domestic manufacturing [2][4] - The Trump administration is contemplating a requirement for semiconductor companies to maintain a 1:1 ratio of chips produced domestically to those imported, with potential tariff penalties for non-compliance [2][4] Group 2: Challenges Faced by TSMC and Samsung - TSMC's factory in Arizona has reportedly accumulated losses of approximately 1.7 trillion KRW (around 8.65 billion RMB) over the past four years, raising concerns about its future profitability [6] - Samsung is investing 24 trillion KRW (approximately 122.2 billion RMB) in a wafer foundry in Texas, but is facing challenges due to a lack of large-scale orders [8] - Both companies are under pressure to meet domestic production requirements, which could lead to significant financial penalties if they fail to achieve the mandated production-import ratio [6][8] Group 3: U.S. Government's Investment Strategies - The U.S. government is actively seeking to reduce dependence on Taiwanese high-end chip production, with plans to shift 30% to 50% of semiconductor production to other regions, potentially including Japan and the Middle East [9] - The U.S. has made significant investments in Intel, acquiring a 9.9% stake for approximately $8.9 billion, as part of efforts to stabilize domestic chip production [10][11] - Intel's stock has seen a substantial increase of over 40% since mid-August, reflecting positive investor sentiment following these cash injections [11]