100%关税！美国突发威胁！事关芯片 韩国紧急回应！

Core Viewpoint - The U.S. is taking significant actions in the semiconductor sector, threatening high tariffs on South Korean manufacturers unless they increase production in the U.S. [1][2] Group 1: U.S. Tariff Policies - U.S. Commerce Secretary Raimondo has stated that South Korean memory chip manufacturers could face tariffs as high as 100% if they do not commit to expanding production in the U.S. [2][10] - The White House announced a 25% tariff on certain imported semiconductors and related equipment starting January 15 [4][12]. - The tariff implementation will occur in two phases: the first phase involves immediate tariffs on a limited number of products, while the second phase will expand tariffs after negotiations [6][14]. Group 2: Impact on Companies - Micron Technology has begun construction on a $100 billion semiconductor manufacturing facility in New York, which is expected to be the largest private investment project in the state's history [2][10]. - The facility aims to meet the growing demand for advanced memory chips, particularly for artificial intelligence applications, with production expected to start in 2030 [3][11]. - SK Hynix plans to invest 19 trillion won (approximately 900 million RMB) in a new advanced packaging factory in South Korea to address the rising demand for high-bandwidth memory [3][9]. Group 3: Industry Response - The South Korean Ministry of Trade has held meetings with local semiconductor companies to discuss strategies in response to the U.S. tariffs [8][16]. - The ministry noted that the impact of the tariffs on South Korean companies may be limited, as the tariffs do not currently apply to chips supplied to U.S. data centers and startups [16].