Sou Hu Cai Jing·2025-06-17 06:55Group 1: Trade Negotiations and Tariffs - The U.S. is negotiating with Mexico to allow tax-free imports of steel as long as the total shipment volume is controlled below historical trade levels, with the new cap being higher than a previous agreement during Trump's first term [2] - The EU is conditionally accepting a 10% uniform tariff proposed by the U.S., aiming to avoid higher tariffs on automobiles, pharmaceuticals, and microelectronics, although the EU spokesperson denied the claims as speculation [4] - Thailand's Commerce Minister expressed optimism about reaching a trade agreement with the U.S. that could lower tariffs to 10%, with discussions expected to take place via video conference [6] Group 2: Export Controls and Technology Restrictions - Taiwan has placed Huawei and SMIC on an export blacklist, affecting their subsidiaries globally, which requires licenses for Taiwanese firms to export to these companies [8] - New restrictions from Taiwan may limit Huawei and SMIC's access to essential technologies, materials, and equipment for semiconductor manufacturing [10] - The Taiwanese government's actions mark a significant shift, as it has previously prohibited the export of critical chip manufacturing equipment to mainland China, now directly blacklisting major tech firms [11]