周五（4月11日）盘中，美国半导体巨头德州仪器（Texas Instruments，股票代码：TXN）股价大幅下挫9.46%，延续了前一交易日的跌势，引发市场广泛关注。
此次暴跌主要源于中国半导体行业协会（CSIA）最新发布的芯片原产地认定规则。根据新规，集成电路的原产地将按照流片地进行认定。这意味着在美国本土生产的芯片可能面临高达84%或更高的关税，而德州仪器作为在美国拥有自主晶圆厂的企业，可能会受到直接影响。
市场消息显示，受新规影响，多家美系芯片公司已暂停对新增订单进行报价，以评估政策带来的影响。分析人士指出，这一政策可能导致部分客户转向国内芯片供应商，从而对德州仪器等美国本土芯片制造商的业务造成冲击。与此同时，投资者担忧这一局面可能引发更广泛的贸易摩擦，进一步加剧了市场的恐慌情绪。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.