特朗普芯片关税模拟三剧本 最重税率恐逾100%

Core Viewpoint - The article discusses the potential impact of U.S. President Trump's proposed semiconductor tariffs, which could impose significant financial burdens on semiconductor manufacturers in Taiwan, South Korea, and the U.S. [1][2] Group 1: Tariff Scenarios - The first scenario involves a tax based on the global semiconductor output of countries or manufacturers compared to the U.S. production, potentially leading to tariffs exceeding 100% for companies without U.S. manufacturing facilities [1][2] - The second scenario proposes direct tariffs on imported chips to the U.S., which could adversely affect companies that assemble products in the U.S. using imported chips, including major electronic manufacturing services (EMS) firms [2] - The third scenario suggests a uniform tariff on all finished electronic products containing semiconductors, which would be challenging to enforce due to the complexity of tracking semiconductor components in various products [3] Group 2: Industry Reactions - The semiconductor industry is highly concerned about the implications of high tariffs, particularly the potential for a 100% tariff on companies like TSMC if they do not establish manufacturing in the U.S. [2] - There is speculation that the best outcome would be for Trump to adopt a more lenient approach, potentially allowing many semiconductor companies to avoid tariff impacts [3]