25%关税还不够？特朗普：可能会更广泛

Group 1 - The U.S. government will impose a 25% import tariff on certain semiconductors, semiconductor manufacturing equipment, and derivatives starting January 15 [1] - Advanced computing chips, such as Nvidia H200 and AMD MI325X, are included in the tariff scope, but exemptions apply for imports supporting U.S. technology supply chain and domestic semiconductor manufacturing [1] - The action follows a Section 232 investigation by the U.S. Department of Commerce, which found that the import levels of semiconductors and related products pose a threat to national security [1] Group 2 - President Trump announced a two-phase action plan to adjust semiconductor imports, with the first phase focusing on negotiations with foreign jurisdictions to enhance the U.S. semiconductor industry [2] - The second phase will involve broader tariffs with higher rates after negotiations, accompanied by a tariff offset plan to ensure the healthy development of the domestic semiconductor industry [2] - This is not the first time tariffs on semiconductors have been proposed; in August 2025, Trump indicated a potential 100% tariff on chips unless produced in the U.S., with further statements emphasizing significant tariffs for companies not relocating production to the U.S. [2]