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半导体关税300%?产业专家:台积电不必“自己吓自己”

Core Viewpoint - President Trump is expected to announce tariffs on imported steel and semiconductor chips within two weeks, with initial rates being low but potentially increasing to 200% or 300% as domestic manufacturing capabilities are established [1] Group 1: Tariff Implications - The tariffs are intended to pressure competitors into negotiations, suggesting that the high rates may not be final and could be adjusted downwards [1] - Industry experts believe that TSMC's investment pace in advanced processes is faster than Samsung's, which may influence the tariff discussions [1] Group 2: Industry Reactions - Trump's comments are viewed as informal, with expectations that companies will provide clearer commitments on their manufacturing timelines [1] - There is uncertainty regarding which companies, including TSMC, will receive exemptions from semiconductor tariffs under Section 232, and the specifics of investment amounts and exemption categories remain unclear [1]