Commentator: Mr. Lin Wei-Pu, Executive Vice President, Ji-Pu Industry Trend Research Institute

As the Trump administration further escalates the intensity of the tariff war against China, the policy contours for China's semiconductor and critical technology equipment are becoming clearer. The overall policy direction has been to put pressure on China's technology development through export controls, national security investigations and negotiation mechanisms. Continuing the analysis from the previous article (Analyzing the Motivation and Risks of Trump's New Tariff Policy), from the overall logic, additional basic tariffs (10% base rate or 20% fentanyl tariff, etc.) should be the current situation, but high tariffs are not the ultimate goal, but a negotiating tool for the Trump administration to achieve the following strategic goals: first, to continue to slow down China's technological rise; second, to