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

News.

Taiwan time August 7 early morning Trump met with Apple CEO Cook (tim cook) at the White House, announced that Apple will increase investment in the United States 100 billion U.S. dollars, and at the same time announced that semiconductors will be levied 100% tariffs. But as long as the foreign enterprise in the U.S. factory will be exempted. Even if you are still in the construction stage and have not yet officially started production or created a lot of jobs, as long as you are actually in the process of construction, you are exempt from the tax. If a company claims to be building something but is not actually doing it, we'll take care of that later. The tariffs will continue to accumulate and we will conduct checks afterwards. When the time comes, they will have to pay, and this is absolutely necessary.

Ji-Pu Viewpoint:

Conclusion:

The impact of Trump's 100% tariffs on Taiwan has been relatively modest, with most of the semiconductor manufacturing or related industry chain even in the red on the stock market that day. It seems that the 100% tariff is more like a "high-pressure bargaining chip" than an immediate law, but it has fully demonstrated Trump's determination to use the tariff to drive the establishment of factories in the United States.For Taiwan and Asia's semiconductor supply chain, no