Group 1 - The U.S. government plans to impose a 100% tariff on imported semiconductor chips not produced domestically, but the specifics and definition of "American-made" chips remain unclear [1] - Apple announced that Samsung will supply chips produced at a factory in Texas for Apple products, including the iPhone [3] - Tesla signed a $16.5 billion agreement with Samsung to procure chips, with plans for Samsung's Texas factory to produce Tesla's next-generation AI6 chips [3] Group 2 - The semiconductor industry in the U.S. has announced over 130 chip manufacturing projects since 2020, totaling $600 billion [4] - The U.S. has invested over $400 billion in boosting chip manufacturing through various subsidies and incentives since 2022 [4] - Despite efforts to relocate chip manufacturing to the U.S., the process is expected to be long and challenging, with companies like TSMC facing difficulties in establishing production facilities [4]
特朗普宣布对芯片征税,苹果、特斯拉已锁定三星美国工厂