Group 1 - The U.S. Trade Representative's office announced new tariffs on Chinese semiconductor products, set to take effect in June 2027, with an initial tax rate of 0% starting December 2025 [1][3] - The tariffs target older semiconductor technologies, including silicon wafers and discrete semiconductor devices, and will be added on top of existing 50% tariffs imposed since 2018 [3][5] - The delay in implementation is seen as a strategy to maintain tariff leverage while easing tensions with China, indicating a desire to stabilize U.S.-China relations [3][5] Group 2 - China's rapid advancements in semiconductor self-research and development are being stimulated by U.S. sanctions, leading to the establishment of a $47.5 billion national semiconductor fund in 2024 [7][15] - The U.S. manufacturing sector has faced nine consecutive months of contraction, with rising raw material costs and declining orders, prompting a reevaluation of tariff policies [5][19] - The U.S. trade policy is causing a global trade slowdown, with growth rates dropping significantly and increasing costs for global supply chain restructuring [19] Group 3 - China's response to U.S. tariffs includes export controls on critical materials essential for semiconductors and other industries, which could impact U.S. supply chains [12][15] - The U.S. political support for Japan in the context of tensions with China has been largely symbolic, with limited practical support, leading to confusion and disappointment in Japan [9][21] - The ongoing U.S.-China trade tensions reflect a contradictory approach, where the U.S. aims to pressure China while simultaneously avoiding severe damage to bilateral trade relations [19][21]
美方介入!喊话中国停止对日本制裁,同时宣布对中国半导体加税
Sou Hu Cai Jing·2025-12-28 08:12