特朗普300%关税重击台湾半导体，全球芯片股应声暴跌

Group 1 - The imposition of a 300% tariff on Taiwanese semiconductors by the Trump administration has caused significant turmoil in the global chip market, leading to a sharp decline in semiconductor stocks and raising concerns for companies like TSMC [1][3] - The closure of the 51-year-old company, Ruisen Metal Industry, symbolizes the beginning of a potential domino effect in the Taiwanese semiconductor industry, highlighting the severe financial strain on businesses due to increased costs [5][9] - The actual cost increase for Taiwanese companies, factoring in a 20% tariff and a 12% currency appreciation, amounts to 32%, which is significantly higher than the cost increases faced by competitors in South Korea and Japan [7][22] Group 2 - The economic impact of the tariffs is severe, with estimates suggesting that 33 companies in Taichung have implemented unpaid leave, affecting 487 employees, while nearly 6,800 companies in Taoyuan face similar challenges, putting 280,000 jobs at risk [11][12] - Taiwanese companies are increasingly looking to invest in mainland China and Southeast Asia as a response to the tariffs, with applications for investment in mainland China rising by 47% and in Vietnam by 156% [30][32] - The Taiwanese government’s response to the crisis has been criticized as inadequate, with calls for better negotiation strategies and a reevaluation of trade relations with mainland China to mitigate the economic fallout [16][40] Group 3 - The tariffs could lead to a significant decline in Taiwan's economic growth rate, with projections suggesting a drop from 2.8% to 0.9% in 2024, and an increase in unemployment from 3.4% to 5.1%, affecting approximately 150,000 jobs [40][42] - The strategic implications of the tariffs may inadvertently push Taiwan closer to economic integration with mainland China, as the economic pressures from the U.S. could lead to a reevaluation of Taiwan's reliance on American markets [28][52] - The situation reflects a broader trend where Taiwanese businesses are reassessing their dependence on the U.S. and considering alternative markets, which could reshape the future of Taiwan's semiconductor industry [62]