Group 1 - The announcement of a potential 300% punitive tariff on imported semiconductor products by the U.S. President has caused significant turmoil in the global tech industry, leading to a sharp decline in semiconductor stocks [2][3] - The semiconductor industry is highly globalized, with key manufacturing capabilities concentrated in Asia, making U.S. companies vulnerable to increased costs and potential supply chain disruptions [3][6] - The proposed tariff could lead to higher consumer prices for electronic products, further burdening consumers amid rising global living costs [8] Group 2 - The U.S. government’s plan to promote domestic manufacturing through this tariff faces substantial challenges, as building advanced semiconductor facilities requires significant investment and time [4][10] - The complexity of the semiconductor supply chain, which involves numerous countries and specialized technologies, makes it difficult for the U.S. to achieve self-sufficiency in this sector [6][10] - The uncertainty surrounding the implementation of the tariff has already led companies like Intel and Qualcomm to pause or delay investment and procurement decisions, reflecting a cautious industry outlook [7][10] Group 3 - The potential for retaliatory measures from other countries, such as the EU, could escalate the trade conflict and further impact U.S. semiconductor companies reliant on global supply chains [6][10] - The long-term goal of reshaping the semiconductor industry through tariffs may not be feasible, as the industry has developed a tightly interwoven global structure over decades [7][10]