韩国芯片，危险了

Core Viewpoint - South Korean companies like Samsung Electronics and SK Hynix are closely monitoring the potential announcement of additional tariffs on semiconductor imports by the Trump administration, which could significantly impact their export revenues to the U.S. market [1][3]. Group 1: Export Statistics - In the previous year, South Korea's exports to the U.S. totaled $29.62 billion, with semiconductor exports accounting for $10.75 billion (approximately 15.323 trillion KRW) and computer hosts and SSDs contributing $6.22 billion (approximately 8.866 trillion KRW), together representing about 57% of the total exports [1]. - The U.S. Customs and Border Protection (CBP) announced a 90-day delay on tariffs for memory and solid-state drives, but this delay is temporary and will be reviewed as part of the upcoming semiconductor tariff discussions [2][3]. Group 2: Tariff Implications - The additional tariffs, if implemented, could lead to increased costs for semiconductor products, potentially reducing demand and shipment volumes for memory and system semiconductors [3]. - The U.S. Customs will impose tariffs based on the country of assembly and production, with significant rates for products from Vietnam (46%), Taiwan (32%), and mainland China (125%) [2]. Group 3: Industry Response - Industry insiders in South Korea express concerns about the limited ability of individual companies to respond to U.S. trade policies, highlighting the need for a systematic national-level response to trade policy challenges [3].