Group 1 - The U.S. has decided to impose tariffs on Chinese semiconductor products, effective 18 months from now, specifically on June 23, 2027, due to China's efforts in achieving self-sufficiency in the semiconductor sector, which have harmed U.S. interests [1] - The announcement of the tariffs 18 months in advance is seen as a strategy to exert pressure without immediately escalating tensions, allowing for negotiation space while maintaining a strong stance [2][4] - The tariffs will primarily target mature process chips in sectors such as automotive and industrial control, with concerns that immediate implementation could disrupt the U.S. semiconductor supply chain and increase operational costs for American companies [4] Group 2 - The U.S. recognizes the strategic importance of China's rare earth policies, which could significantly impact U.S. industries, particularly defense and high-tech sectors, if China decides to enforce export controls after a one-year pause [6] - The U.S. Federal Communications Commission has added foreign-manufactured drones, including those from DJI, to a regulated list, reflecting a broader strategy to maintain technological dominance over China, despite potential negative impacts on U.S. consumers and industries reliant on these products [8] - The dual approach of imposing tariffs while simultaneously seeking cooperation in certain areas indicates the U.S. commitment to countering China's rise while navigating the complexities of interdependence in technology [8]
美国筹谋良久,最终选在18个月后对中国动手,全因中国手里有王牌
Sou Hu Cai Jing·2025-12-29 06:15