Core Viewpoint - The U.S. Secretary of Commerce, Gina Raimondo, has threatened South Korean memory chip manufacturers with a potential 100% tariff if they do not commit to increasing production in the U.S. [1][5] Group 1: U.S. Policy and Implications - Raimondo stated that companies wishing to build memory capacity have two options: pay a 100% tariff or build in the U.S. [6] - The U.S. aims to restore its manufacturing leadership, starting with the semiconductor industry [8]. - The statement has raised concerns in South Korea, suggesting that the U.S. may impose a 100% tariff on South Korean semiconductor products [8]. Group 2: Reactions from South Korea - South Korean media quickly reported on the U.S. threats, with some outlets questioning if this is a repeat of past pressures [1][5]. - There is speculation that the U.S. may negotiate different terms for South Korea compared to Taiwan regarding semiconductor tariffs [8]. - South Korea previously agreed to a 15% tariff on its products during trade negotiations with the U.S., but semiconductor tariffs remain undecided [8]. Group 3: Trade Agreements and International Relations - The U.S. Commerce Department mentioned a trade agreement with Taiwan, which may serve as a reference for future negotiations with South Korea [8]. - China's Foreign Ministry has expressed strong opposition to any agreements between the U.S. and Taiwan that imply sovereignty [9].
“又开始了”?韩媒集体关注:美商务部长威胁征收最高100%半导体关税
Huan Qiu Wang·2026-01-17 10:03