Core Viewpoint - The article discusses the implications of the U.S. government's decision to impose a 100% tariff on imported semiconductor chips not produced domestically, highlighting the challenges and developments in the semiconductor industry, particularly in relation to major companies like Apple and Tesla [2][3]. Group 1: U.S. Semiconductor Policy - On August 6, U.S. President Trump announced a 100% tariff on imported semiconductor chips not produced in the U.S., although specific details and definitions of "American-made" chips remain unclear [2]. - Since 2020, the U.S. has announced over 130 semiconductor manufacturing projects totaling $600 billion, indicating a significant push towards domestic production [4]. Group 2: Company Developments - Apple has confirmed that Samsung Electronics will supply chips produced at a factory in Texas for its products, including the iPhone [3]. - Tesla signed a $16.5 billion agreement with Samsung to procure chips, with plans for Samsung's Texas factory to produce the next-generation AI6 chip for Tesla [3]. - Analysts predict that Samsung's foundry business will receive new orders for image sensor chips for Apple's iPhone 18s and Tesla by 2026 [3]. Group 3: Industry Challenges - The semiconductor supply chain is complex, and achieving complete self-sufficiency in any country is challenging, with most only able to achieve partial self-sufficiency [4]. - Despite over $400 billion in investments through subsidies and tax incentives since 2022 to boost chip manufacturing, the establishment of chip factories in the U.S. has faced difficulties, with TSMC's U.S. factory only recently beginning production [4].
特朗普宣布对芯片征税,苹果、特斯拉已锁定三星美国工厂