芯片关税政策

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华尔街日报:特朗普关税难解美国芯片制造困境
Feng Huang Wang· 2025-08-11 01:25
Core Viewpoint - The article discusses the potential impact of President Trump's proposed chip tariffs on the global electronics trade and the challenges in reviving the U.S. high-end chip manufacturing industry [1]. Group 1: Tariff Policy and Company Responses - Trump's threat to impose a 100% tariff on chips and semiconductors includes exemptions for companies that commit to manufacturing in the U.S. [1] - Major chip companies have already invested in U.S. production lines, partly due to subsidies from the Biden administration, which may lead them to invest in non-high-end chip manufacturing to qualify for tariff exemptions [2]. - Companies like TSMC and Samsung are making significant investments in U.S. chip factories, with TSMC investing $165 billion and Samsung $40 billion [2]. Group 2: Manufacturing Costs and Technology - The higher manufacturing costs in the U.S. remain a core issue for foreign chip manufacturers, with TSMC projecting a 2-3 percentage point decline in overall gross margins due to increased production costs in the U.S. [3]. - TSMC's U.S. factories utilize older technology (N4 process) compared to its more advanced processes available in Taiwan, indicating a technological gap [3]. - The advanced chip manufacturing sector is dominated by a few companies, including TSMC, Samsung, and Intel, with Intel facing significant challenges and uncertainties [3]. Group 3: Impact on Non-Chip Companies - The chip tariffs may have a more significant impact on electronic companies that do not manufacture chips, as they rely on imported components, leading to potential losses [4]. - Apple successfully obtained tariff exemptions by committing to invest $600 billion in the U.S. over four years, which may not directly correlate with advanced chip manufacturing [4]. - Apple's investments in U.S. manufacturing, including its role as a major customer for TSMC's Arizona factory, do not necessarily drive the growth of the domestic chip industry [4]. Group 4: Non-Tariff Considerations - Despite the tariff implications, chip manufacturers have strong reasons to invest in the U.S., including benefits from the CHIPS Act and geopolitical considerations [5]. - The rising costs associated with tariffs and U.S. production will ultimately be borne by American consumers and various supply chain participants [5]. - Factors such as avoiding supply chain disruptions and geopolitical risks are becoming more significant motivators for companies to invest in U.S. chip manufacturing rather than tariffs [6].
欧元涨超0.3%,特朗普宣布美国与欧盟达成15%税率关税协议
news flash· 2025-07-27 19:10
据央视报道,特朗普宣布美国与欧盟达成15%税率关税协议,卢特尼克称两周内确定关于芯片的关税政 策。 周一悉尼盘初,欧元兑美元超0.31%,报1.1779。 ...
美国芯片政策,引关注!
半导体行业观察· 2025-05-05 04:22
来源:内容来自工商时报,谢谢。 如果您希望可以时常见面,欢迎标星收藏哦~ 美国总统川普最快本周宣布对进口芯片实施关税,市场预估税率可能介于25%~100%;法人指 出,此芯片关税恐对台积电及台系半导体业者产生深远影响,新规则不排除以晶圆制造地(wafer out)就源课税,半导体业者皆屏息以待。 业者表示,台湾半导体产业被视为「硅盾」,但川普芯片关税政策可能削弱这一优势。若关税过 高,美国客户可能转向其他国家(例如南韩或日本)寻求替代供应商,或促使中国加速自制芯片进 程。同时,美国对台积电的依赖与地缘政治紧张局势,若加速执行「美国制造」目标,将使关税政 策可能引发报复性措施,进一步扰乱全球供应链。 台系IC设计业者近日于法说会上强调,4月初执行的对等关税并未见重大订单调整,客户下单多采 取稳定态度观望面对,惟对于半导体关税,业者认为,采取晶圆产地课税,将使得美国客户面临进 口关键零组件成本显著提高,首先冲击的就是于亚洲投片生产的美国芯片业者。 若新制如市场推测,改以wafer out认定课税,不排除推动部分产能回流美国本土,但预计供应链 重组过程中,将出现采购周期拉长、运输递延等不确定性,必定影响企业获利,同 ...