Overview

• Officials confirmed that equity investments will account for just 1–2% of the $550 billion package, with the remainder structured as loans and guarantees.
• Profit-sharing rules have been set based on each party’s risk contribution, clarifying that the 90% US take applies only to equity returns.
• The framework extends eligibility to foreign firms building US semiconductor plants if they use Japanese components or bolster supply-chain resilience.
• Investments will move forward under President Trump’s direct oversight, granting the White House control over fund deployment in key industries.
• Analysts warn that without binding legal commitments, much of the announced funding could remain unrealized despite the finalized structure.