--- title: "U.S. Secretary of Commerce: Redesigning Chipmaker Subsidy Policy to Attract Domestic Investment" description: "U.S. Secretary of Commerce Howard Lutnick stated that the Trump administration is renegotiating agreements with semiconductor manufacturers under the 2022 CHIPS Act to ensure better subsidy policy ter" type: "news" locale: "en" url: "https://longbridge.com/en/news/243317158.md" published_at: "2025-06-05T15:45:28.000Z" --- # U.S. Secretary of Commerce: Redesigning Chipmaker Subsidy Policy to Attract Domestic Investment > U.S. Secretary of Commerce Howard Lutnick stated that the Trump administration is renegotiating agreements with semiconductor manufacturers under the 2022 CHIPS Act to ensure better subsidy policy terms to attract more domestic investment. Lutnick mentioned that Taiwan Semiconductor will add an additional $100 billion on top of the previously committed $65 billion, but has not received any additional funding from the U.S. government, implying that the U.S. government may not fulfill some of the planned investment commitments U.S. Secretary of Commerce Howard Lutnick stated that the Trump administration is renegotiating agreements with semiconductor manufacturers under the 2022 CHIPS Act to ensure better subsidy policy terms to attract more domestic investment. Lutnick mentioned that Taiwan Semiconductor (TSM.US) will add an additional $100 billion on top of the previously committed $65 billion, but has not received any additional funding from the U.S. government, implying that the U.S. government may not fulfill some of the planned investment commitments ### Related Stocks - [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Stratechery 创始人深度访谈:预警 2029 年大规模 “芯片荒”,SaaS 模式将终结,广告才是 AI 终极商业闭环 | Ben Thompson 警告,台积电保守扩产或致 2029 年全球芯片短缺,巨头需分担建厂风险。在对巨头点评中,他认为 Meta 执行力最佳;谷歌混乱但有韧性;亚马逊自研芯片策略面临风险。展望未来,他指出在数字世界高度发达后,“现场” 体 | [Link](https://longbridge.com/en/news/276001569.md) | | 台湾表示其公司应自行决定对美国的投资承诺 | 台湾承诺在美国投资 2500 亿美元,具体支出由各公司决定。赖清德总统强调,尽管台积电在亚利桑那州投资 1650 亿美元,但台湾最大的生产能力将仍然留在本土。最近的美国贸易协议包括对来自台湾的进口征收 15% 的关税,并需要在台湾获得立法批 | [Link](https://longbridge.com/en/news/275867858.md) | | 必和必拓利润飙升 30%,铜业务首次超越铁矿石成最大利润来源 | 全球市值最大的矿业公司必和必拓(BHP)因押注铜需求激增而获得回报,上半财年净利润同比增长近 30%。铜业务贡献了公司 51% 的基础息税折旧摊销前利润,首次超越其他业务成为最大利润来源。能源和汽车行业的强劲需求持续推高铜价,令这一转型的战 | [Link](https://longbridge.com/en/news/276092142.md) | | 期权热点|上周五 SILJ 大涨 5%,部分看涨期权飙升 103% | 美东时间 02 月 13 日, ETFMG 小市值银矿开采勘探 ETF -ETFMG 期权总成交 92131 张,看涨期权占比 89%,看跌期权占比 10%。 | [Link](https://longbridge.com/en/news/276030246.md) | | Palantir Tech|10-K:2025 财年营收 44.75 亿美元超过预期 | | [Link](https://longbridge.com/en/news/276115763.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.