日经中文网·2025-08-09 00:33Core Viewpoint - The article discusses President Trump's announcement of a potential 100% tariff on imported semiconductors, which could disrupt the international supply chain and lead to increased costs for domestic semiconductor and electronic products. The announcement also includes incentives for companies like Apple to invest in domestic production to avoid tariffs [2][4]. Group 1: Semiconductor Industry Impact - The semiconductor industry relies on international division of labor, with production processes spread across various countries. A 100% tariff could significantly increase the costs of semiconductor products in the U.S. [2][6]. - The U.S. Semiconductor Industry Association (SIA) predicts that by 2030, the U.S. share of semiconductor manufacturing capacity will drop to 13%, leading to greater reliance on imports [6]. - Companies like Nvidia and TSMC are already making investments in the U.S. to mitigate the impact of tariffs, with Nvidia planning to produce up to $500 billion worth of products domestically over the next four years [6][5]. Group 2: Corporate Responses and Strategies - Apple has indicated that it could avoid tariffs by producing domestically, suggesting a strategic move to align with Trump's policies [4]. - TSMC's investment in the U.S. is seen as a potential shield against tariffs, as the company has already committed to increasing its investment to $165 billion [5]. - Existing investment plans from companies like Samsung and SK Hynix may also be scrutinized for tariff exemptions, highlighting the complexity of determining tariff liabilities based on production locations [7]. Group 3: Future Developments and Negotiations - The article notes that the specifics of the tariff implementation are still pending, with Trump expected to provide more details soon [9]. - The U.S. government is employing a strategy of initially proposing strict measures before negotiating, which may lead to ongoing discussions with semiconductor companies regarding investment and tariff exemptions [9].