Trump sells 100% semiconductor tariffs heavy blow, TSMC invests 20 billion USD "avoiding a disaster" opening pump 5%

Trump announced a 100% tariff on imported semiconductors, but TSMC, Apple and others have become exempt beneficiaries due to the layout of investment in the United States, but the global supply chain is still facing a restructuring test. (Synopsis: Trump angrily criticized India for buying Russian oil and threatened to "significantly increase tariffs"!) India: Will take all measures to safeguard energy security) (Background supplement: Trump tariffs have no room for negotiation!) U.S. Trade Representative Greer: It has been determined that it is impossible to downward) US President Trump threw out a heavy policy in the White House Oval Office on the 7th Taiwan time, announcing a 100% tariff on all imported semiconductor products, unless the company has landed production in the United States, it will be turned away. This "America First" strategy immediately attracted the attention of global technology and financial markets, and because TSMC has set up a factory in Arizona, it is supposed to be on Trump's exemption list. Trump said: We will impose tariffs of about 100% on chips and semiconductors. But if you build a factory in the United States, you won't be taxed. Even if you haven't started mass production yet, as long as you're building and creating a lot of jobs, you won't be taxed. TSMC: Advance layout in exchange for zero tariffs TSMC has invested $165 billion in Arizona in recent years, planning to build six fabs, two advanced packaging plants and a research and development center. The first 4nm plant was mass-produced at the end of last year, and the second 3nm plant was also completed, and the 2nm and A16 processes will be introduced later. After the announcement of the policy, TSMC's ADR rebounded after hours, and continued to rise after the morning opening today (7), rising 4.89% to 1180 yuan before the deadline, highlighting the market's belief that TSMC can consolidate its competitiveness under the exemption treatment. However, the construction of factories in the United States still faces challenges such as high costs of manpower, hydropower and culture, and how to balance Taiwan's R&D core with US production capacity tests TSMC's long-term strategy. On the other hand, the details of the Trump administration's tariffs on Taiwan's semiconductors under Section 232 have not yet come out, is it a tax on chips or terminal equipment? How to define the export origin of products? Will the last assembled country not be the United States? After Trump finished shouting, he still had to see how the documents in black and white were standardized. Read more: Taiwan's collective anxious semiconductor tariffs: What is the US "Section 232"? Trump stressed that high tariffs are the fastest means to promote manufacturing back to the United States, with the goal of pulling the entire semiconductor industry chain back to the mainland, increasing employment and supply chain resilience. At the press conference, Trump also announced that he had received an additional $100 billion investment commitment from Apple CEO Tim Cook, bringing Apple's cumulative investment in the United States to $600 billion. Trump said that as long as Apple has promised to move the mobile phone production line back to the United States, even if it is still under construction and has not been put into production, it will not have to pay 100% semiconductor tariffs, which means that Apple has also been exempted from semiconductor taxes with high investment commitments this time. Long-term impact: trade means promote industrial restructuring At a deeper level, Trump's tariff measures are not only trade frictions, but also the use of economic means to achieve geopolitical goals: promoting the return of manufacturing. But such a move could drive up operating costs, ultimately pass on to consumers and increase inflationary pressures, so the Trump administration should also be careful to be self-defeating. However, in the general direction, the future investment decisions of multinational enterprises are bound to be more complex, and production efficiency, subsidy programs and policy risks must be measured at the same time. Although TSMC is the first batch of beneficiaries, how to maintain technological leadership and cost advantage in the acceleration game of various countries still needs to be continuously adjusted. What does the SEC's Project Crypto want to do, and what does Trump want to fry? Trump shouted that economic data falsification "cut interest rates immediately": Announce the new chairman of the Federal Reserve and the new director of labor statistics in three days False prosperity! U.S. non-farm payrolls in July were far lower than expected, revised down by 258,000 in May and June, Trump bombarded Ball and fired the director of labor (Trump threw a 100% semiconductor tariff punch, TSMC invested $200 billion to "dodge a disaster" opened up 5%" This article was first published in BlockTempo "Dynamic Trend - The Most Influential Blockchain News Media".