美国给芯片加税留了18个月空窗期：这只是明牌，暗战早已打响

Core Viewpoint - The U.S. Trade Representative's Office announced that tariffs on Chinese semiconductor products will be imposed starting June 23, 2027, with current rates at zero, reflecting ongoing tensions in U.S.-China trade relations [1][3]. Group 1: U.S. Tariff Strategy - Since 2019, the U.S. has escalated pressure on China's semiconductor industry, beginning with the inclusion of companies like Huawei on the "Entity List" to cut off access to advanced 5G chips [3]. - The U.S. enacted the CHIPS and Science Act in 2022, providing $52.7 billion in subsidies to shift the global semiconductor supply chain towards the U.S. and its allies [3]. - The focus of sanctions has tightened, particularly targeting AI chips and advanced manufacturing tools for export to China [3]. Group 2: Strategic Timing and Implications - The announcement of tariffs serves as both a threat and a test, coinciding with subtle shifts in U.S. policy towards China, including delays in restrictions on certain tech exports [4]. - Delaying the implementation of tariffs allows U.S. companies time to adjust their supply chains, acknowledging the intricate nature of the global semiconductor industry [5]. Group 3: China's Response - China has initiated a "three countermeasures" strategy in response to U.S. pressures, including anti-dumping investigations and challenges to U.S. actions at the WTO [6]. - The second phase of China's response involves export controls on rare earth materials, crucial for advanced chip manufacturing, which could take the U.S. up to 15 years to replace [7]. Group 4: Future Industry Dynamics - The 18 months leading up to the tariff implementation will be critical for global semiconductor industry adjustments, allowing U.S. firms to realign their operations [8]. - The Chinese semiconductor industry emphasizes the need for a fair environment for healthy development, advocating for innovation and international cooperation [8].