美洲科技_半导体行业关税对我们半导体覆盖标的的潜在影响-Americas Technology_ Semiconductors_ Potential implications of sectoral tariffs for our semiconductor coverage

On August 6, President Trump held an Oval Office briefing during which he announced that 100% sectoral tariffs would be levied on semiconductors imported to the United States. He also noted that companies who have invested in, or commit to investing in, US manufacturing facilities would be exempted from these tariffs. However, the timing of tariff implementation and associated operational details were not disclosed. Separately, a number of companies issued press releases signaling their intention to build i ...