美国宣布18个月后对我半导体产品加征关税？对我们有多大影响？

Group 1 - The U.S. Trade Representative (USTR) announced an 18-month delay before imposing tariffs on Chinese semiconductor products, set to begin on June 23, 2027, with the specific tax rate to be announced 30 days prior to implementation [1][3] - The investigation leading to this decision concluded that China aims to dominate the global semiconductor market through unfair subsidies and market practices, which harm U.S. trade interests [3] - In 2024, China's semiconductor exports are projected to reach $160 billion, with only about 5% directed to the U.S., indicating limited direct impact from the tariffs [5][9] Group 2 - The majority of China's semiconductor exports are concentrated in Asian markets, with Hong Kong, South Korea, and Taiwan being the top destinations, highlighting the reliance on regional supply chains [5][7] - The structure of China's semiconductor exports primarily consists of mid-to-low-end integrated circuits, with a significant portion being re-exported after processing in Hong Kong [8] - The potential for other developed countries to follow the U.S. in imposing tariffs poses a risk to China's position in the global semiconductor supply chain, as collective actions could disrupt trade and impact employment [11][13] Group 3 - The announcement serves more as a political signal rather than an immediate economic threat, as the U.S. still relies on global supply chains for semiconductor production [9] - The tariffs could lead to increased pressure on China to enhance domestic production capabilities and expand its market reach, particularly in emerging markets [13]