BERNSTEIN：美国半导体 - 从关税低迷中觉醒之时

8 July 2025 U.S. Semiconductors and Semiconductor Capital Equipment U.S. Semiconductors - Time to awaken from tariff slumber? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Japan and South Korea are the US's largest trading partners in the group. In 2024 the US imported $148B in goods from Japan (~5% of total imports), and $132B from South Korea (~4%) (Exhibit 3). The largest (broad) categories of goods imported into the US from Japan and South Korea are "semi-heavy," namely vehicles, m ...