特朗普课征半导体100%关税 专家：终端需求动能恐受压抑

Core Viewpoint - The announcement of a 100% tariff on semiconductor imports to the U.S. by President Trump may have limited direct impact on Taiwanese semiconductor companies, but could suppress end-demand due to trade barriers, potentially affecting order momentum from clients [1] Group 1: Tariff Policy and Impact - The specifics of the tariff policy, including its implementation and details, are still unclear and subject to negotiation [1] - Current analysis indicates that semiconductor foundries and IC design firms rarely export chips directly to the U.S.; instead, chips are typically sent to assembly plants in Asia before being exported as finished products [1] - The actual targets of the tariffs are likely to be end electronic products or component modules, which means there is no direct impact on semiconductor manufacturers [1] Group 2: Industry Reactions - Panel driver IC manufacturer Tianyu assesses that the impact of the semiconductor tariff on operations should be minimal due to low direct exports to the U.S. [1] - Industry analyst Joann from TrendForce notes that suppressed end-demand due to trade barriers could indirectly affect order momentum for semiconductor firms, representing a potential risk [1] - Sensory chip manufacturer Realtek has not observed significant operational impacts from the tariffs but will continue to monitor future developments and their effects on inflation, economic conditions, and consumer markets [1]