特朗普：将对进口芯片和半导体征收100%关税

Group 1 - The core point of the news is that President Trump announced a plan to impose a 100% tariff on all imported chips and semiconductors, with exceptions for companies that build factories in the U.S. [1][3] - Trump emphasized that companies like Apple will not be subject to these tariffs if they commit to manufacturing in the U.S. [3] - The announcement is not yet a formal policy, and specific details regarding the implementation of these tariffs have not been disclosed [3]. Group 2 - The U.S. Commerce Department, under President Biden, successfully persuaded five leading semiconductor companies to establish chip manufacturing plants in the U.S., with domestic production accounting for approximately 12% of global semiconductor output, down from 40% in 1990 [3]. - The potential impact of these tariffs on global companies and governments remains unclear, although companies like TSMC, which produces chips for many U.S. firms, may not face increased tariff costs [3]. - Apple's CEO Tim Cook announced an additional $100 billion investment in U.S. research and manufacturing over the next four years, building on a previous commitment of $500 billion [4]. - Analysts suggest that Apple's recent investment announcement largely rehashes existing spending plans rather than representing new investments [4]. - The imposition of tariffs may disrupt the established global supply chain of the semiconductor industry, potentially leading to increased prices for consumers in the U.S. [4].