美国将推迟关税，拜登爱将：在和中国的较量中，特朗普落于下风

Core Viewpoint - The U.S. plans to delay semiconductor tariffs initially proposed by the Trump administration, indicating a shift in strategy amid economic pressures and evolving U.S.-China relations [1][3]. Group 1: Tariff Policy Changes - The Trump administration had announced nearly 100% tariffs on imported semiconductors to encourage production relocation to the U.S., but these tariffs have not been formally implemented [3]. - Economic pressures, including inflation and consumer sensitivity during the holiday shopping season, have led to a cautious approach regarding aggressive tariff policies [3]. - The potential implementation of semiconductor tariffs could increase prices not only for chips but also for related consumer products like refrigerators, phones, and computers, complicating the policy's advancement [3]. Group 2: U.S.-China Relations - Following a meeting between U.S. and Chinese leaders in Busan, new dialogue channels on economic and trade issues have emerged, with China showing willingness to maintain stable supply chains and mutual cooperation [3]. - China's significant role as a supplier of upstream semiconductor production equipment and mineral resources underscores its importance in the global supply chain, making extreme U.S. pressure risky [3][7]. Group 3: Strategic Analysis - Biden's advisor, Du Rusong, argues that Trump has lost ground in the U.S.-China competition, suggesting that Trump's approach has been more about political theatrics than strategic planning [5]. - Du Rusong highlights that the recent Busan meeting marks a turning point, indicating China's resilience under pressure and its capability to compete with the U.S. on equal footing [5]. - The observation of Trump's inconsistent tariff threats and subsequent policy retraction aligns with the notion of political posturing rather than a well-prepared strategy [5][7].