芯片，集体大跌

Core Viewpoint - The article discusses the impact of President Trump's announcement of reciprocal tariffs on semiconductor supply chains, particularly affecting companies like Nvidia, TSMC, and other chip stocks, leading to significant declines in their stock prices. Group 1: Tariff Announcement and Market Reaction - Trump announced a 10% baseline tariff on imports, with specific tariffs of 34% on products from China and 32% on those from Taiwan, which are major exporters of servers using Nvidia GPUs [2][7]. - Following the announcement, Nvidia's stock fell by 4.7%, AMD by 4.5%, Broadcom by 5.2%, and Micron by 6.4% [1]. Group 2: Trade Data and Economic Impact - In 2024, Taiwan is expected to export approximately $33 billion worth of computer components, including Nvidia GPUs, and $19 billion in computers [4]. - China is projected to export over $16 billion in computer components and $34 billion in computers to the U.S. [5]. Group 3: TSMC's Response and Future Investments - TSMC, a key player in semiconductor manufacturing, announced a $100 billion investment to expand its manufacturing footprint in Arizona, which is part of a broader strategy to mitigate tariff impacts [7][11]. - The company is set to build three advanced fabs and two assembly plants in Arizona, with total investments reaching $165 billion [10]. Group 4: Industry Analyst Insights - Analysts suggest that the semiconductor industry in Taiwan may experience a temporary reprieve due to the exemption of semiconductors from the latest round of tariffs [9]. - Concerns remain regarding the unpredictability of Trump's policies and potential pressure on Taiwanese suppliers to lower prices, which could impact smaller suppliers disproportionately [10].