美国刚放话对华芯片加税，转头延期18 个月！特朗普纯属虚张声势？

Group 1 - The U.S. announced a new tariff on Chinese semiconductors, set to take effect in June 2027, despite a recent agreement to pause some tariffs [1][3] - The rationale behind the tariff is claimed to be China's semiconductor "monopoly," which is viewed as unfounded given the U.S. has been restricting China's access to chip technology since 2018 [5][7] - China's semiconductor exports reached the highest volume globally last year, indicating resilience in the face of U.S. restrictions [7] Group 2 - A significant portion of U.S. electronic products relies on Chinese-made mature chips, making it impractical to sever supply chains within 18 months [9][11] - Major companies like Intel and Qualcomm have expressed concerns about the feasibility of completely disengaging from China, citing increased costs and reduced market size [11] - China has preemptively implemented export controls on rare earth materials needed for advanced chips, indicating strategic planning in response to U.S. actions [13] Group 3 - The potential tariff increase could lead to higher prices for American consumers, affecting everyday products like smartphones and electric vehicles, which may not be well-received by the public [18][21] - The political implications of the tariff are significant, as declining support for Trump could make a new trade war politically risky [19][21] - The ongoing semiconductor battle reflects a shift in dynamics, with China no longer in a passive position and actively working to advance its technological capabilities [21]