特朗普宣布：芯片关税高达100%

Core Viewpoint - Donald Trump announced a 100% tariff on imported semiconductor products, but companies that move production back to the U.S. will be exempt from these tariffs [2][4]. Group 1: Investment Plans - Apple CEO Tim Cook announced a new $100 billion investment plan aimed at increasing U.S. production of Apple products [2]. - This investment will include a new manufacturing initiative in partnership with companies like Corning, Applied Materials, and Texas Instruments [2][3]. - Corning will establish a factory in Kentucky to produce glass for Apple, increasing its workforce in the state by 50% [3]. - Apple's total investment commitment in the U.S. will reach $600 billion, with an accelerated spending plan of approximately $39 billion annually and the creation of 1,000 jobs [3]. Group 2: Tariff Implications - The new tariffs will increase costs across Apple's international supply chain, particularly affecting production in India, where a 50% tariff is planned [4][6]. - Trump indicated that he may announce separate tariffs on all products containing semiconductor chips soon [5]. - The details of how companies can qualify for tariff exemptions remain unclear, but Trump specifically mentioned Apple as a model for avoiding tariff increases [6]. Group 3: Production and Employment - Cook emphasized that while iPhone assembly may be moved to other locations, some components are still produced in the U.S. [7]. - Trump's administration has been encouraging a shift towards U.S. manufacturing, although the actual commitments from companies may not fully align with these goals [6]. - The investment commitments from Apple and other companies have been met with skepticism regarding their actual implementation and the promised job creation [6]. Group 4: Political Context - Cook's engagement with Trump and the administration reflects a broader trend of CEOs making significant investment pledges following political changes [6][8]. - Trump expressed satisfaction with Cook's plans, suggesting that Apple would return more production to the U.S. [8].