午后！特朗普突传重磅消息！

Core Viewpoint - The article discusses the potential implications of the Trump administration's new semiconductor policy, which aims to equalize domestic and imported semiconductor production, potentially imposing significant tariffs on companies that fail to comply [5][6][7]. Semiconductor Policy - The Trump administration is considering a policy requiring semiconductor companies to maintain a 1:1 ratio of domestically produced to imported semiconductors, with non-compliance resulting in tariffs of approximately 100% [5][6]. - This policy is a response to concerns over the U.S. technology sector's reliance on foreign semiconductor production, which poses economic security risks [5][6]. - Major tech companies like Apple and Dell may face challenges in adjusting their supply chains to meet these new requirements, while companies like TSMC and Micron Technology could benefit from increased domestic production [5][6]. Tariff Implications - The announcement of new tariffs, effective October 1, follows a period of relative calm regarding trade duties, indicating that tariff threats remain a significant concern [8]. - The average tariff rate in the U.S. has increased to around 21%, up from approximately 2.5% earlier in the year, highlighting the escalating trade tensions [8]. - The OECD predicts that the impact of these tariffs will contribute to a slowdown in both the U.S. and global economies, with growth rates expected to decline in the coming years [8][9]. Economic Outlook - Recent surveys indicate a slowdown in business activity in the U.S., India, the UK, and Australia, while the Eurozone shows slight improvement [9]. - The OECD has reported that the effective tariff rate on U.S. imports has risen to 19.5%, the highest level since 1933, which could further dampen economic growth [9]. - The organization also notes that high investment in new technologies may not be sufficient to offset the negative impacts of increased tariffs on economic activity [9].