美光公司表示："政府应该考虑对美国半导体工厂的关键投入实行临时关税豁免，包括中小企业、 建筑材料、替换零件以及光刻光刻胶和化学品等原材料。" 作为一家无晶圆厂芯片公司，高通的论点略有不同。它强调了高通作为5G乃至6G标准制定者的重 要性。 该公司辩称，其及其国内客户依赖进口芯片，供应链的复杂性将损害国内需求，从而损害高通及其 作为射频标准全球领先者的地位。 如果您希望可以时常见面，欢迎标星收藏哦~ 继英特尔和台积电后美国芯片巨头美光、高通和德州仪器均已向美国商务部提交意见，寻求 减轻预期的美国半导体进口关税负担或获得豁免。 他们的诉状是根据针对半导体进口的"232条款"调查条款作出的回应。与此同时，全球领先的晶圆 代工厂台积电也呼吁特朗普政府重新考虑或给予其进口关税豁免。 特朗普多次表示，将对进口芯片及相关半导体材料征收25%或以上的高额关税。 所有美国芯片公司的信函都表示支持特朗普总统的芯片制造回流政策，但也凸显了半导体供应链的 复杂性。每封信都以各自的方式试图解释，设计不当的关税可能会损害美国利益，而非达到预期效 果。 这四家公司涉及逻辑、内存、模拟和电源芯片以及芯片设计领域，给人一种协同努力以减少预期关 ...

Core Viewpoint - The article discusses the transformation of Huaqiangbei, a major electronics market in China, amidst the ongoing trade war and tariff impacts, highlighting the shift from reliance on imported components to increased domestic production and innovation. Group 1: Tariff Impact - The new customs regulations in China have significantly increased costs for American IDM companies, with tariff costs for Texas Instruments' chips rising from 5% to 25% [1] - Prices for popular chips like NVIDIA GPUs and Intel CPUs have been suspended, leading to a price increase for assembled computers from 5000 RMB to 5800 RMB within a week [1] - The price comparison of various products shows substantial increases post-tariff, with iPhone 16 prices rising by 30-40% and SSD prices increasing by 125% [2] Group 2: Market Adaptation - The proportion of domestic chip procurement in Huaqiangbei is expected to rise from 32% in 2018 to 57% by 2024, driven by high tariff costs [4] - The electronics market is experiencing a split, with high-end chip markets facing chaos while mid-range products like STM32F103 remain stable [2][3] - Businesses are adapting by diversifying their markets, with some shifting focus from the U.S. to Southeast Asia and other emerging markets [10][8] Group 3: Resilience and Evolution - Huaqiangbei has shown resilience, with a significant increase in foot traffic and foreign customers despite tariff pressures [4][7] - The market has evolved from panic selling during the initial trade tensions to a more composed response, with businesses restructuring their supply chains to reduce reliance on U.S. markets [8][7] - The "China +1" strategy has allowed businesses to increase domestic sales, with some companies reporting a rise in domestic sales from 0% to 35% [8] Group 4: Innovation and Future Outlook - The shift towards domestic alternatives is seen as a catalyst for a technological revolution, with companies now aiming to be rule-makers rather than just followers [15] - Huaqiangbei is leveraging its extensive supply chain network to provide rapid and customized solutions, achieving delivery times of one day compared to months for U.S. manufacturers [13][11] - The ongoing adaptation to global market demands and the integration of digital tools are reshaping traditional business models in Huaqiangbei [17][11]