Core Viewpoint - U.S. President Donald Trump plans to impose substantial tariffs on semiconductor imports from companies that do not relocate production to the U.S., while exempting firms like Apple that increase domestic investments [1][2][3]. Group 1: Tariff Imposition - Trump indicated that tariffs would be implemented shortly, describing them as "fairly substantial" [3]. - The President previously mentioned a potential 100% tariff on semiconductor imports, with exemptions for companies that move manufacturing to the U.S. [3]. - Apple has committed to invest an additional $100 billion in domestic manufacturing, on top of a previously announced $500 billion investment [3]. Group 2: Industry Response - Major tech leaders, including Apple CEO Tim Cook, Meta's Mark Zuckerberg, and Oracle CEO Safra Catz, attended a dinner where these tariff discussions took place [2]. - The U.S. has been actively working to onshore its semiconductor supply chain, with significant commitments from companies like TSMC and Samsung Electronics to build plants in the U.S. [4].

As part of the measures, the government will subsidize the construction of underground power transmission lines to semiconductor clusters, as well as increase the funding ratio for infrastructure in advanced industrial complexes to 50% from 30%. A total of 20 trillion won of low-interest loans to semiconductor companies will be offered between 2025 and 2027, up from the current 17 trillion won. Visitors look at the display of SK Hynix Inc. 12-layer HBM3E memory chips at the Semiconductor Exhibition (SEDEX) ...