特朗普：芯片关税或达300%！

Core Viewpoint - The article discusses the potential imposition of high tariffs on semiconductor products by the U.S. government, which could significantly impact the semiconductor industry and supply chain dynamics [1][3]. Group 1: Tariff Announcement - U.S. President Donald Trump plans to announce tariffs on semiconductor products within two weeks, with potential rates exceeding 100% [1]. - Trump suggested that the actual tariff rates could be as high as 200% or 300%, indicating a significant escalation in trade policy [1][3]. Group 2: Impact on Industry - The lack of a clear timeline or rules regarding the tariffs forces semiconductor manufacturers, electronics brands, and AI companies to create contingency plans that may never be utilized, consuming resources and slowing down actual investments [4]. - The ongoing uncertainty regarding whether these tariffs will be implemented creates a dilemma for companies, potentially leading them to hastily shift production to the U.S. without a guarantee of the promised tariff adjustments [4]. Group 3: Investigation and Compliance - The U.S. Department of Commerce has been investigating the semiconductor and pharmaceutical industries since April, as part of a national security review under Section 232, which allows for tariff adjustments based on national security concerns [3][6]. - The timeline for the conclusion of this investigation remains uncertain, adding to the complexity and unpredictability for the affected industries [6].