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特朗普:美将对芯片、半导体征收约100%关税
21世纪经济报道·2025-08-06 23:49

Group 1 - The article highlights that the U.S. will impose approximately 100% tariffs on chips and semiconductors, with no fees for products manufactured in the U.S. [1] - Due to the tariff policy, U.S. retailers are forced to raise product prices, impacting consumers who will ultimately bear the cost of rising prices on store shelves [3] - The average effective tariff rate on imported goods in the U.S. has reached 18.3%, the highest level since 1934, which is expected to increase the average annual expenditure for each American household by $2,400 by 2025 [5] Group 2 - The stock prices of major U.S. chip companies have significantly declined, with AMD's stock dropping over 9% due to poor earnings performance [6] - AMD reported a revenue of $7.7 billion for Q2 2025, with a gross margin of 40% and a net income of $872 million, slightly below expectations [7] - Supermicro's stock plummeted by 18.29% after the company significantly lowered its full-year revenue guidance, projecting next quarter's revenue between $6 billion and $7 billion, and reducing its fiscal year 2026 revenue forecast from $40 billion to $33 billion, a decrease of 17.5% [8]