The U.S. government is considering expanding its investment strategy in the semiconductor industry. According to reliable sources, U.S. Secretary of Commerce Gina Raimondo is evaluating a new proposal that aims to allow the federal government to acquire partial equity in chip manufacturers that build factories within the United States in exchange for providing financial subsidies.

The initial prototype of this strategy was originally aimed at Intel, but it may now expand to other major semiconductor companies. It is reported that Raimondo is exploring how to apply this model to companies such as Micron Technology, TSMC, and Samsung, all of which are eligible for funding support under the U.S. CHIPS Act.

It is worth noting that although this plan is actively being studied, most of the funds have not yet been actually disbursed. This move reflects the U.S. government's hope to ensure the effective use and return of public funds while promoting the development of the domestic semiconductor industry.

If this policy is implemented, it will mark a significant shift in the U.S. government's investment strategy in the technology industry. It is not merely a simple subsidy, but rather a deeper involvement in the development of the semiconductor industry through equity participation. This approach may trigger extensive discussions on the role of government, the extent of market intervention, and the impact of international competition.

With the reshaping of the global chip supply chain and changes in the geopolitical landscape, this move by the United States will undoubtedly have far-reaching effects on the global semiconductor industry. It may accelerate the localization process of chip manufacturing while also prompting other countries to take similar measures, further intensifying global technological competition.

Industry insiders generally believe that a key issue that will need careful consideration in the future is how this policy will balance government interests with corporate autonomy, and how to ensure a fair competitive environment. As the situation develops, the global technology and financial markets will closely monitor the U.S. government's subsequent actions on this matter.