Group 1 - The core issue in the semiconductor market is the suspension of quotes for popular chips like CPUs and GPUs due to increased tariffs, leading some vendors to close their businesses temporarily [1] - The U.S. Customs and Border Protection (CBP) announced a list of products exempt from tariffs, which includes 20 categories such as computers, laptops, and semiconductor equipment [1] - U.S. Secretary of Commerce Howard Lutnick indicated that key technology products from China will face new tariffs in the coming months, specifically targeting semiconductors and pharmaceuticals [1] Group 2 - President Trump is expected to announce tariff rates on imported semiconductors, suggesting that some companies in the industry may have flexibility regarding these tariffs [2] - The administration aims to simplify tariff procedures for various companies to encourage domestic production of chips and semiconductors [2]
深圳华强北芯片市场现"停报价潮" 商家囤货待涨