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EEPW首頁(yè) > 市場(chǎng)分析 > 中國(guó)芯片設(shè)備成為下一個(gè)目標(biāo):美國(guó)新法案計(jì)劃十年內(nèi)禁購(gòu)

中國(guó)芯片設(shè)備成為下一個(gè)目標(biāo):美國(guó)新法案計(jì)劃十年內(nèi)禁購(gòu)

作者: 時(shí)間:2025-11-25 來(lái)源:電子產(chǎn)品世界 收藏

美國(guó)兩黨議員在眾議院提出一項(xiàng)新法案,將要求獲得《芯片法案(CHIPS Act)》撥款的企業(yè)在十年內(nèi)購(gòu)買(mǎi)中國(guó)芯片制造設(shè)備。該法案覆蓋范圍廣泛,既包括荷蘭ASML生產(chǎn)的復(fù)雜光刻設(shè)備等高端工具,也涵蓋用于切割、加工芯片承載硅片的各類(lèi)基礎(chǔ)設(shè)備。

眾議院方面,共和黨議員杰伊·奧伯諾爾特(Jay Obernolte)與民主黨議員佐伊·洛夫格倫(Zoe Lofgren)共同發(fā)起該法案;參議院則計(jì)劃由民主黨議員馬克·凱利(Mark Kelly)與共和黨議員瑪莎·布萊克本(Marsha Blackburn)于12月正式提交同款法案,兩黨形成跨院聯(lián)動(dòng)態(tài)勢(shì)。

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《芯片法案》作為拜登政府2022年推動(dòng)通過(guò)的核心產(chǎn)業(yè)政策,旨在強(qiáng)化美國(guó)本土芯片制造能力,其中390億美元專(zhuān)項(xiàng)撥款用于資助新建芯片工廠(chǎng)及擴(kuò)建現(xiàn)有產(chǎn)能。目前,英特爾、中國(guó)臺(tái)灣臺(tái)積電、韓國(guó)三星電子等全球芯片巨頭均已獲得該法案資金支持。不過(guò)值得注意的是,美國(guó)政府后續(xù)將英特爾的部分撥款轉(zhuǎn)為了股權(quán)持有。

據(jù)立法者提供的背景資料顯示,中國(guó)已在芯片產(chǎn)業(yè)投入超400億美元,重點(diǎn)布局制造設(shè)備領(lǐng)域,并且相關(guān)設(shè)備的全球市場(chǎng)份額已實(shí)現(xiàn)大幅增長(zhǎng)。這一趨勢(shì)引發(fā)美國(guó)商的擔(dān)憂(yōu) —— 美國(guó)對(duì)中國(guó)的設(shè)備出口限制已導(dǎo)致其銷(xiāo)售額下滑、研發(fā)投入能力受損;同時(shí),部分芯片法案受助企業(yè)仍選擇采購(gòu)中國(guó)設(shè)備,進(jìn)一步加劇了行業(yè)競(jìng)爭(zhēng)壓力。

當(dāng)前美國(guó)本土頭部企業(yè)包括應(yīng)用材料(Applied Materials)、泛林半導(dǎo)體(Lam Research)和科磊(KLA)。雖然該法案以中國(guó)設(shè)備為主要限制目標(biāo),但同時(shí)將伊朗、俄羅斯、朝鮮等“關(guān)切國(guó)家”的納入禁令范圍。

但該法案也設(shè)置了例外條款:若某類(lèi)特定設(shè)備無(wú)法由美國(guó)或其盟國(guó)生產(chǎn),美國(guó)政府可授予采購(gòu)豁免權(quán)。此外,該禁令僅適用于受助企業(yè)在美國(guó)本土的進(jìn)口行為,不會(huì)影響其海外業(yè)務(wù)的設(shè)備采購(gòu)決策。

目前,法案尚未進(jìn)入投票程序,但兩黨的跨黨派支持意味著其推進(jìn)阻力相對(duì)較小。若最終落地,將進(jìn)一步收緊美國(guó)對(duì)中國(guó)芯片產(chǎn)業(yè)鏈的限制,同時(shí)可能引發(fā)全球芯片設(shè)備供應(yīng)鏈的重新調(diào)整。

英文原文報(bào)道

A bipartisan group of U.S. lawmakers introduced a bill on Thursday in the House that would block the purchase of Chinese chipmaking equipment by CHIPS Act grant recipients for ?10 years.

The bill targets a range of chipmaking tools from complex lithography equipment, like that produced by Dutch manufacturer ?ASML, to machines that slice and dice the silicon wafers on which chips are printed.

The bill was introduced in the House by Republican Jay Obernolte and Democratic member Zoe Lofgren. In the Senate, Democrat Mark Kelly and Republican Marsha Blackburn plan to introduce the bill in December.

Passed ?under the Biden administration in 2022,? the CHIPS Act was designed to boost the U.S. chip manufacturing industry and allocated $39 billion to spur the construction of new ?factories and expand existing facilities.

Chip manufacturers such as Intel, Taiwan's TSMC and South Korea's Samsung Electronics have received grants under the law, though the U.S. later converted Intel's grant money into an equity stake.

China has invested more than $40 billion in the chip industry ?with a focus on manufacturing equipment, and the market share of such equipment has grown substantially, according to background material provided by the lawmakers.

U.S. chip equipment makers have grown concerned that export restrictions on their tool shipments to China will lower sales and hurt their ability to invest in research and development. The use of CHIPS Act grant money ?to buy Chinese equipment has compounded the issue.

The largest American chipmaking tool companies include Applied Materials, Lam Research and KLA.

Though Chinese equipment is the main target of the legislation, the bill also blocks tools from other nations of concern.

There are ?exceptions carved out in the bill that include the ability for the U.S. to grant waivers if specific tools are not produced in the U.S. ?or by its allied countries.

The bill would only block imports to the U.S. and would not affect ?the foreign operations of CHIPS Act grant recipients.


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