以下文章来源于深圳市存储器行业协会 ，作者GMIF2025 深圳市存储器行业协会 . 深圳市存储器行业协会（SMIA）于2019年正式成立，SMIA是非盈利性的半导体行业社会团体，协会始于 湾区，立足中国，面向全球。以"聚焦存储领域，增进产业协同"为主要工作方向，为会员企业搭建良好的 产业协作平台，构建良好的存储产业生态圈。 公众号记得加星标⭐️，第一时间看推送不会错过。 过去数十年，存储产业一直是半导体领域中波动最为剧烈的板块。价格起伏、供需失衡、产能扩缩， 几乎成为行业常态。而进入2025年，随着AI大模型、海量数据与边缘智能的加速落地，存储产业正 在经历从 "周期驱动" 向 "结构性增长" 的深刻转型。 全球存储市场正从"容量扩张"向 "更高性能、更高能效与系统协同" 全面跃迁。新一代内存与闪存产 品快速演进，先进封装、接口协议与架构创新加速落地，驱动整个产业链迈向高质量发展新阶段。 世界半导体贸易统计组织近日发布的数据显示，2025年H1全球半导体市场规模达 3460 亿美元，同 比增长18.9%，其中 半导体存储增长20% 。多方机构预测，2025年第三季度存储产品价格将持续上 扬，尤其是企业级SS ...

Group 1 - Trump announced a 25%-40% tariff on imports from 14 countries, including Japan and South Korea, effective August 1 [1][3] - The tariffs aim to encourage U.S. manufacturing by increasing the cost of foreign goods, potentially forcing South Korean companies to relocate production to the U.S. [3][4] - South Korea's automotive and semiconductor industries are significantly reliant on the U.S. market, making them vulnerable to the proposed tariffs [4][5] Group 2 - South Korea's economy is heavily dependent on its relationship with the U.S., particularly in defense and trade, which complicates its response to U.S. pressure [4][5] - The new South Korean administration under Lee Jae-myung seeks to maintain diplomatic independence while balancing relations with both the U.S. and China [5][10] - South Korea is exploring ways to negotiate with the U.S. to mitigate the impact of tariffs, potentially by increasing investments in U.S. industries [10] Group 3 - China has expressed opposition to U.S. efforts to pressure allies against it, advocating for dialogue and cooperation instead [8] - China is willing to support South Korea by enhancing economic cooperation and reducing reliance on the U.S. dollar [8] - The ongoing U.S.-South Korea negotiations could lead to limited concessions from South Korea to alleviate tariff pressures while maintaining its economic ties with China [10]