What do we know about these new round of tariffs from the Trump administration. And it's a right force of tariffs there, isn't it, Joumanna. I mean, this is what it is, one of the latest iterations of the sectoral tariffs that the Trump administration has introduced.Very recently, we saw the same thing in the pharma industry. And this follows an investigation by the U.S. government into the market conditions, which means that this is a sectoral tariff. And the method they use means that it is it is not subj ...

行业与公司 - 行业为半导体行业[1] - 涉及公司包括德州仪器、应用材料、台积电、英伟达、博通、英特尔、GlobalFoundries、美光、IBM、三星电子、Amkor、GlobalWafers、康宁和Coherent[5] 核心观点与论据 - 美国总统宣布将对进口到美国的半导体征收100%的行业关税[1] - 已在美国投资或承诺投资制造设施的公司可豁免关税[1] - 部分半导体公司可能选择增加在美国的投资以避免关税影响[3] - 部分公司因在新闻发布会或新闻稿中被明确提及而面临较低的关税风险[4] - 短期内这些被提及的公司可能被视为“关税受益者”[5] 其他重要内容 - 关税实施时间和操作细节尚未公布[1] - 多家公司发布新闻稿表示有意在美国增建制造和物流设施或强调现有设施[2] - 由于缺乏操作细节，难以确定公告的确切影响[3]