Zhong Guo Ji Jin Bao·2026-01-17 12:41Group 1 - The U.S. Secretary of Commerce, Howard Lutnick, warned South Korean and Taiwanese semiconductor manufacturers that they may face a 100% tariff on semiconductors if they do not invest in U.S. production [1] - The U.S. government is pushing for foreign investment in semiconductor manufacturing, with a focus on reducing reliance on imported chips [1][3] - A trade agreement with Taiwan allows companies to import up to 2.5 times their existing capacity tax-free while committing to invest at least $250 billion in the U.S. [3] Group 2 - Micron Technology is competing in the high bandwidth memory (HBM) chip market against Samsung and SK Hynix, which are critical components for data center processors driving the AI boom [2] - Samsung plans to invest over $40 billion in the U.S. by 2024, including $17 billion for an advanced packaging facility in Texas [4] - SK Hynix announced plans to invest nearly $4 billion in Indiana for an advanced packaging project as part of a broader $15 billion investment in production and R&D in the U.S. [4]