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芯片关税,特朗普最新警告
半导体行业观察·2025-07-17 00:50

Core Viewpoint - The article discusses President Trump's threats to impose tariffs on pharmaceuticals and semiconductors, with a focus on the potential impact on U.S. consumers and companies in these sectors [3][4]. Group 1: Tariffs on Pharmaceuticals - Trump plans to announce tariffs on drug imports by the end of August, starting with low rates and increasing them after a year [3] - The proposed tariffs could reach up to 200%, affecting major pharmaceutical companies like Eli Lilly, Pfizer, and Merck that have production bases overseas [3] - The tariffs are expected to lead to higher prices for U.S. consumers [3] Group 2: Tariffs on Semiconductors - Similar to pharmaceuticals, Trump is considering tariffs on semiconductors, which he believes are less complex to implement [3] - The tariffs could impact chip manufacturers and companies like Apple and Samsung that rely on these chips for their products [3] Group 3: Trade Relations with Other Countries - The U.S. is investigating Brazil's trade practices, citing unfair advantages and potential restrictions on U.S. trade [4][5] - Trump has reached a trade agreement with Indonesia, reducing tariffs on U.S. goods exported to the country [6] - The U.S. is also threatening high tariffs on imports from several countries, including a potential 30% tariff on EU goods, which could disrupt transatlantic trade [6] Group 4: Tariff Revenue - Despite concerns, the U.S. has reportedly gained nearly $50 billion in additional tariff revenue due to the lack of significant retaliation from trade partners [7] - Tariff revenue from April to June reached $64 billion, an increase of $47 billion compared to the same period last year [7]