美国的芯片关税计划，被爆将推迟

Group 1 - U.S. officials privately indicated that they may not quickly impose long-term tariffs on semiconductors, potentially delaying a key aspect of President Trump's economic agenda [2] - Discussions regarding semiconductor tariffs have progressed slowly, with officials aiming to avoid trade disputes that could reignite tensions and disrupt the flow of critical rare earth minerals [2] - Trump previously stated that the U.S. would impose approximately 100% tariffs on imported semiconductors, with exemptions for companies producing or committing to produce in the U.S. [2] Group 2 - White House and Commerce Department officials denied any change in government stance regarding semiconductor tariffs, emphasizing the commitment to bring manufacturing back to the U.S. [3] - The potential delay or reduction in semiconductor tariffs could be sensitive for Trump, especially with rising consumer price concerns ahead of the holiday shopping season [3] - Trump recently canceled tariffs on over 200 food items but claimed that import tariffs have not significantly impacted inflation, which has remained above the Federal Reserve's target since Biden took office [3] Group 3 - U.S. officials mentioned that future national security measures may be taken that could be unpopular with other countries [4] - The Trump administration has been investigating the import of pharmaceuticals and semiconductors, aiming to impose tariffs due to national security concerns related to reliance on foreign production [5]