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美国众议院中国委员会的民主党首席议员罗·卡纳(Ro Khanna)指责川普政府干预《晶片与科学法案》对三星和 SK 海力士等记忆体晶片制造商的补助。卡纳警告,这种干预破坏了拜登政府将晶片制造迁回美国的努力,并直接导致了近期消费性电子产品价格的飙升。

由于人工智慧(AI)热潮引发全球记忆体晶片需求激增与价格上涨,苹果(Apple)等美国科技巨头正考虑向中国晶片制造商长鑫存储(CXMT)采购晶片,甚至为此游说政府。然而,长鑫存储已被美国国防部列入涉嫌与中国军方有关联的黑名单,引发了两党议员对国家安全的强烈担忧。

尽管三星、SK 海力士和美光等大厂正在美国与韩国大幅扩张产能,但美国新政府对晶片补助的审查与不确定性,可能会使美国企业被迫依赖中国的供应链。卡纳强调,如果美国或韩国企业无法满足国内需求,增加对中国记忆体晶片供应链的依赖将完全不符合美国的国家利益。

Ro Khanna, the top Democrat on the House China committee, has accused the Trump administration of interfering with Chips and Science Act funding promised to major memory chipmakers like Samsung and SK Hynix. Khanna warned that this interference undermines efforts to reshore chip manufacturing to the US and has directly contributed to the recent surge in consumer electronics prices.

Driven by skyrocketing demand and rising memory chip costs fueled by the AI boom, major US tech companies like Apple are actively considering sourcing chips from China's CXMT. However, CXMT has been blacklisted by the Pentagon over alleged ties to the Chinese military, raising significant national security concerns and alarming lawmakers from both parties.

Although industry giants like Samsung, SK Hynix, and Micron are planning massive capacity expansions in the US and South Korea, uncertainty surrounding government grants under the new administration threatens these efforts. Khanna emphasized that failing to meet domestic demand could force US manufacturers into a dangerous reliance on Chinese supply chains, which is firmly against the nation's strategic interests.

2026-07-27 (Monday) · 4e535ecc5aa26eaf7bb93468c41c8bec6c92588e