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美国关税冲击台湾传统产业 台积电亦面临困局
Zhong Guo Xin Wen Wang· 2025-08-20 23:20
Group 1 - The U.S. has imposed a temporary 20% tariff on Taiwan, significantly impacting traditional industries, particularly machinery and chemicals, which are crucial to Taiwan's export-driven economy [1] - The second quarter saw a decline in traditional industry output, while the information electronics sector remained robust, indicating a structural imbalance exacerbated by tariffs [1] - Major companies in the machinery sector, such as Baide Machinery and Cheng Tai Machinery, are implementing reduced work schedules due to operational pressures, with warnings of potential large-scale layoffs if conditions do not improve [1] Group 2 - The automotive market in Taiwan is experiencing a downturn, attributed to consumer concerns over tariff-induced price fluctuations, leading to a cautious market atmosphere [2] - TSMC, a key player in the semiconductor industry, is facing challenges as the U.S. considers direct investments in companies benefiting from the "Chip Act," causing a significant drop in TSMC's stock price by 4.22% [2] - The semiconductor sector is under threat from potential U.S. tariffs of up to 300%, aimed at encouraging domestic investment, which could lead to a restructuring of Taiwan's semiconductor supply chain [2] Group 3 - Growing skepticism towards the U.S. is evident among the Taiwanese public, as concerns rise over whether Taiwan is merely being used as a bargaining chip in U.S. trade policies [3] - The Taiwanese government's handling of tariff negotiations has led to a trust deficit, as initial communications downplayed the actual impact of the tariffs, causing suspicion among industry stakeholders and the public [3]