--- title: "Market news: The Trump administration is considering a plan that requires a 1:1 ratio of domestic se" description: "Market news: The Trump administration is considering a plan that requires a 1:1 ratio of domestic semiconductors to imported semiconductors" type: "news" locale: "en" url: "https://longbridge.com/en/news/258984175.md" published_at: "2025-09-26T04:05:22.000Z" --- # Market news: The Trump administration is considering a plan that requires a 1:1 ratio of domestic se > Market news: The Trump administration is considering a plan that requires a 1:1 ratio of domestic semiconductors to imported semiconductors Market news: The Trump administration is considering a plan that requires a 1:1 ratio of domestic semiconductors to imported semiconductors ### Related Stocks - [CP00062.US - Semiconductor](https://longbridge.com/en/quote/CP00062.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | LPDDR 6 时代来临!AI 需求太猛,下一代 DRAM 将比预期更快进入市场 | LPDDR6 性能较前代提升 1.5 倍,最快下半年正式商用,英伟达、三星及高通等巨头正积极布局。目前多数 HPC 半导体设计企业考虑并行搭载 LPDDR5X 及 LPDDR6 IP,特别是在 4 纳米及以下先进制程芯片的设计中,需求出现得 | [Link](https://longbridge.com/en/news/276431575.md) | | 都想学英伟达 “芯片换融资”,谷歌和 AMD 都要扶持 “AI 云” | 谷歌正试图复制英伟达的成功路径,利用金融实力构建芯片生态系统。公司正洽谈向 “新型云” 公司 Fluidstack 注资约 1 亿美元,并为 Hut 8 等转型矿企提供项目融资支持,以换取 TPU 芯片的采用。AMD 则更为激进,为初创公司 | [Link](https://longbridge.com/en/news/276502552.md) | | 美高院推翻 “对等关税”,接下来会发生什么? | 美国最高法院裁定特朗普政府依据《国际紧急经济权力法案》加征关税违法,市场关注后续影响。特朗普将签署行政令实施 10% 全球统一关税。虽然 IEEPA 的法律基础被推翻,但 232、301 和 201 条款的关税不受影响。汇丰和瑞银分析认为, | [Link](https://longbridge.com/en/news/276508668.md) | | 高院否决、特朗普再加!美国关税税率现在变成什么样了? | 特朗普转用新法对全球加征 10% 关税,令美国与欧盟、日本、韩国等主要贸易伙伴达成的 “投资换关税” 协议有效性受到严重质疑。旧法源被推翻叠加新关税出炉,导致欧盟能源采购及日韩千亿级投资等承诺面临巨大执行不确定性,各国的实际贸易压力或许并未 | [Link](https://longbridge.com/en/news/276508727.md) | | 4 只值得立即买入的半导体股票 | 半导体行业正处于蓬勃发展之中 | [Link](https://longbridge.com/en/news/276074448.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.