芯片关税政策

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美国将为芯片制定新规则?
半导体行业观察· 2025-09-27 01:38
然而,由于芯片的复杂性、性能、成本和价值各不相同,《华尔街日报》并未透露美国政府计划如何统计进口集成电路 的数量。100万个智能手机应用处理器(例如苹果的A19/A19 Pro)远不及100万个高性能AI加速器(例如英伟达的 B300)。 公众号记得加星标⭐️,第一时间看推送不会错过。 来源 : 内容来自 tomshardware,谢谢 。 美国政府新规:芯片制造商每从其他国家进口一块芯片,就必须在美国生产一块,才能避免 100% 的关税——据称,特 朗普政府正在根据新关税计划制定新的 1:1 芯片出口规则。 但不同复杂程度的芯片如何计算仍是未知数。 据《华尔街日报》报道,特朗普政府正在制定一项政策,要求半导体公司将其国内芯片产量与其客户进口到美国的芯片 数量进行匹配。如果芯片制造商未能长期保持1:1的比例,他们将不得不支付巨额进口关税。该计划旨在促进国内芯片生 产,并可能重塑全球供应链,但它带来的物流和技术挑战可能会使其实施变得复杂。 根据《华尔街日报》援引的草案,芯片制造商需要将每块进口芯片与一块美国制造的芯片进行匹配。如果他们长期未能 做到这一点,将被处以进口关税的惩罚,最高可达100%。这一做法的意义 ...
关税大棒挥向芯片,为何美国高端制造复兴仍是泡影?
Feng Huang Wang· 2025-08-11 09:23
特朗普 据《华尔街日报》报道,美国总统特朗普的芯片关税政策可能会扰乱全球电子产品贸易,推高各种商品价格。但有一点看起来不太可能实现让美国高端芯片 制造业重现繁荣。 上周,特朗普威胁对"芯片和半导体"征收100%关税,但同时提出豁免条件。根据特朗普的说法,那些承诺"在美国制造"的公司将免缴此关税。 尽管措辞含糊,但这一政策表面看来合乎逻辑。既然关税的目的是促使企业在美国增加生产,那么当它们真的这么做时,理应获得豁免。 该投的已投了 但问题是,全球主要芯片公司其实早已在美国投资建设生产线,这在一定程度上得益于拜登政府此前发放的补贴。为了获得关税豁免,其他科技巨头很可能 会选择投资高端芯片制造以外的领域。 例如,台积电正在菲尼克斯以北建设芯片工厂,这些项目是其对美投资1650亿美元的一部分。韩国三星电子也在得州投资建设价值400亿美元的芯片工厂。 类似的投资案例还有很多。 这些芯片制造商很可能会凭借这些巨额投资获得关税豁免。但如果真是这样,特朗普最新的关税政策就难以激励他们继续扩大在美国的业务。相反,这种激 励措施可能会促使他们仅在美进行足够的投资以安抚政客,然后进口所需的其他产品,尤其是考虑到在美国生产的成本要高 ...
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].
芯片股,大爆发
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-07 07:03
8月7日午后,A股三大指数涨跌不一。截至14:20,沪指站稳3600点,涨0.12%,深成指微跌0.23%,创 业板指跌0.69%。盘面上,个股跌多涨少,沪深京三市超3000股飘绿,成交额超1.6万亿元。 | 内地股票 L | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3638.20 | 11151.81 | 1458.13 | | +4.20 +0.12% | -25.97 -0.23% | -1.38 -0.09% | | 科创50 | 创业板指 | 万得全A | | 1061.44 | 2342.65 | 5676.59 | | +1.68 +0.16% | -16.30 -0.69% | -3.46 -0.06% | | 沪深300 | 中证500 | 中证A500 | | 4114.21 | 6334.00 | 4862.40 | | +0.73 +0.02% | -23.38 -0.37% | -3.93 -0.08% | | 中证1000 | 深证100 | 中证红利 | | 6854.14 | ...
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 ...