Sou Hu Cai Jing·2025-09-06 04:06Group 1 - The event hosted by the White House gathered top CEOs from major tech companies, signaling a significant shift in U.S. industrial policy and trade strategy regarding AI and semiconductor industries [1] - President Trump reiterated the upcoming policy of imposing substantial tariffs on chips from specific countries, introducing a "investment for exemption" clause for companies making large investments in the U.S. [3] - The policy aims to reshape the global semiconductor industry through trade measures, although it raises concerns about potential price increases and disruptions in the existing supply chain [5] Group 2 - The guest list for the dinner represented a comprehensive lineup of the U.S. AI and semiconductor industry, covering the entire supply chain from hardware manufacturing to software development [6] - The Trump administration's strategy is to consolidate U.S. leadership in critical technology sectors while directing international capital towards domestic investments [6]