Group 1 - The core viewpoint is that President Trump plans to announce new tariffs on semiconductors within two weeks, with rates potentially reaching 200% to 300%, creating uncertainty for the industry and investors [1][2][3] - The semiconductor sector is crucial for modern economies, being widely used in smartphones, computers, electric vehicles, and artificial intelligence products [5] - The announcement has led to a significant decline in U.S. semiconductor stocks, with companies like Applied Materials dropping over 13.7% and the Philadelphia Semiconductor Index falling by more than 1.9% [1][2] Group 2 - The U.S. government has initiated investigations into the semiconductor and pharmaceutical industries from a national security perspective, which may lead to tariffs but is a complex process that could take months [5] - The potential tariffs could disrupt global supply chains and cost structures, particularly affecting the consumer electronics and high-tech industries [5] - Trump aims to encourage companies to relocate production to the U.S., with potential exemptions for those that do, such as Apple's commitment to invest $600 billion in U.S. manufacturing [5]