中国基金报·2026-01-17 12:38Group 1 - The U.S. Secretary of Commerce, Howard Lutnick, warned semiconductor manufacturers, particularly from South Korea and Taiwan, that they may face a 100% tariff on semiconductors if they do not invest in U.S. production [2] - The U.S. government is pushing for foreign investment in semiconductor manufacturing as part of its industrial policy, emphasizing that companies must either pay high tariffs or establish factories in the U.S. [2][4] - A recent trade agreement allows Taiwanese companies to import components tax-free up to 2.5 times their existing capacity while committing to invest at least $250 billion in the U.S. [4] Group 2 - Micron Technology is competing in the high bandwidth memory (HBM) chip market against South Korea's Samsung and SK Hynix, with increasing demand driven by AI data centers [3] - Samsung plans to invest over $40 billion in the U.S. by 2024, including $17 billion for an advanced packaging facility in Texas [5] - SK Hynix announced plans to invest nearly $4 billion in Indiana for advanced packaging projects as part of a broader $15 billion investment in the U.S. [5] - Micron has committed to invest up to $200 billion in the U.S., with $150 billion allocated for domestic manufacturing and $50 billion for research and development [5]