Sou Hu Cai Jing·2026-02-11 23:49Group 1: Semiconductor Tariffs - The U.S. has initiated a "tariff war" in the semiconductor sector, which is not solely aimed at China but reflects broader ambitions [3][10] - Starting from August 2025, the U.S. plans to impose nearly 100% tariffs on all imported semiconductors, with exemptions for companies that build factories in the U.S. [3][5] - By January 2026, tariffs of 25% will be applied to advanced computing chips from companies like NVIDIA and AMD, with a 100% tariff threat on storage chips unless produced domestically [5][10] Group 2: Impact on Allies and Global Market - Major South Korean companies, Samsung and SK Hynix, controlling nearly 70% of the DRAM market, face existential threats from U.S. tariffs [5][12] - Taiwan's semiconductor firms are pressured to invest at least $250 billion in the U.S. to secure trade benefits, totaling $500 billion in commitments [7][8] - The U.S. semiconductor tariff strategy is causing significant financial strain on European and Asian semiconductor companies, with losses linked to the loss of the Chinese market [12][22] Group 3: Energy Control and Geopolitical Maneuvering - The U.S. aims to control global energy transport routes, with recent actions including claims over the Panama Canal and aggressive moves in the Caribbean [14][16] - The U.S. has been seizing Venezuelan oil tankers, disregarding national sovereignty, and is focused on controlling critical energy pipelines in Europe [16][18] - The U.S. is leveraging energy supply chains to force countries like India and European nations to purchase American liquefied natural gas at higher prices [20][22] Group 4: Humanitarian Aid and Global Order - The U.S. has dismantled key humanitarian aid institutions, leading to a significant loss of support for millions globally, particularly in impoverished regions [24][26] - The closure of the U.S. Agency for International Development has resulted in a predicted additional 9.4 million deaths by 2030 due to reduced aid [26][28] - The U.S. is criticized for undermining global humanitarian efforts while simultaneously promoting a "rules-based international order" that serves its interests [30][32] Group 5: Long-term Consequences - The U.S. strategy of imposing tariffs and controlling energy routes is seen as a short-term gain that could lead to long-term global instability [35][37] - The actions taken by the U.S. are not only affecting China but also harming its allies and many other countries, leading to a potential backlash against American policies [35][37]