原文標題： US plans to require a 1:1 ratio of domestically made to imported chips, WSJ reports 原文連結：https://tinyurl.com/yc4pca4d 發布時間：Fri, 26 September 2025 at 12:19 pm GMT+8 記者署名： Reporting by Shivani Tanna and Ruchika Khanna in Bengaluru; Editing by Jacqueline Wong and Kate Mayberry 原文內容： (Reuters) -The U.S. is planning to ask chip companies to manufacture the same number of semiconductors domestically as their customers import from overseas producers, the Wall Street Journal reported on Friday. （路透社）——《華爾街日報》週五報導，美國計劃要求晶片公司在國內製造的半導體數 量，必須與其客戶自海外生產商進口的數量相同。 Companies that do not maintain a 1:1 ratio over time would have to pay a tariff, the report said, citing people familiar with the plan. 報導引述知情人士表示，若企業未能在一段時間內維持「1:1比例」，就必須繳納關稅。 U.S. President Donald Trump said last month his administration would impose a tariff of about 100% on imports of semiconductors but it would not apply to companies that were manufacturing in the U.S. or had committed to do so. 美國總統川普上月表示，政府將對進口半導體徵收約 100% 的關稅，但此舉不適用於已在 美國生產或承諾在美國設廠的公司。 U.S. Commerce Secretary Howard Lutnick floated the idea with semiconductor executives, telling them it might be necessary for economic security, the Journal said. 據《華爾街日報》報導，美國商務部長 霍華德·盧特尼克（Howard Lutnick） 已向半導 體高管提出這項構想，並告訴他們，這可能是維護經濟安全所必須的措施。 The White House and the U.S. Commerce Department did not immediately respond to Reuters' requests for comment. 白宮與美國商務部並未立即回應路透社的置評請求。 心得/評論： 短期（1–5 年）：極難落實，因為美國本土晶片產能不足，且廠房建設需要多年。 即便實施，也可能只是一種談判工具，用來逼廠商投資美國。 中期（5–10 年）：若美國晶片廠陸續完工，加上補貼政策，1:1 才有可能逐步接 近，但成本依然偏高。 長期（10 年以上）：可行性取決於 AI、軍事與戰略需求是否足以支持高昂的本土 化成本。 Intel是最大贏家 --

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