Recently, U.S. Secretary of Commerce Gina Raimondo disclosed a noteworthy policy change during an interview. It is reported that the U.S. government is in negotiations with Intel to explore the possibility of converting subsidies from the CHIPS and Science Act into equity stakes. This move signifies a major shift in U.S. semiconductor policy.

Lutnik emphasized that even if the government holds shares, it will not gain governance or voting rights in the company. He stated, 'We are simply converting the original grants into non-voting shares.' This statement seems aimed at alleviating concerns about potential government interference in private enterprises.

This move is seen as a revision to the current chip legislation. Lutnik criticized that the existing subsidy mechanism has failed to bring direct returns to taxpayers. By holding shares, the government hopes to provide a more tangible guarantee for public interest while supporting the development of the semiconductor industry.

It is worth noting that if negotiations with Intel are successful, this could pave the way for the U.S. government to reach similar agreements with other chip manufacturers. Lutnik also mentioned that for national security reasons, the U.S. intends to rebuild some chip manufacturing capabilities domestically.

This policy shift reflects a change in strategic thinking in the United States regarding the technology sector, especially in the semiconductor industry. It is not only about economic interests but also involves considerations of national security and technological dominance. As the complexity of the global chip supply chain becomes increasingly prominent, this move by the U.S. government will undoubtedly attract widespread attention and discussion within the industry.