US President Trump recently announced that he would charge 100% of the tax on semiconductor classes. Former foreign-owned analyst Shuxingzhi said that Apple, the most affected by the Taiwan Telecom, looks like it has negative news, mainly because Trump has some exemptions.
Foreign media reports that Trump plans to charge 100% tax on chip and semiconductor courses, but as long as the company promises to produce locally in the United States, taxes will be exempted even if the factory has not completed or even has not yet been completed. However, there was no action after the promise, and the US government would calculate all the accumulated tax and request to pay it.
Transportation News Personal Facebook Fans said that Trump has been raising 100% of the semiconductor taxes since the selection. Today, he said he will implement them, but don’t be afraid. Apple and Taiwan Telecom, which have suffered the most, look like a bad news after the worst. The main reason is that Trump has some exemptions, and local consumers in the United States account for 30%+ or -5% of the global semiconductor demand. It is not possible to count 75% of the US customers of Taiwan Telecom as 100% Tax scope is because many US customers of Taiwan Power sell more than half of their semiconductors to non-US countries.
Bloomberg News, 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 not investing in production in construction, it will not have to pay 100% semiconductor taxes, so Kuck announced today that he would invest $100 billion in the U.S. in a circular office in White House with Trump Lemaine today (previously announced a 500 billion plan for 4 years, and now it has accumulated 6,000. NT$100 million investment), which means that although NT$100 million is not ready to meet the needs of US consumers in the state of Arizona, NT$100 million is tax-free for Apple's semiconductors.
Then Trump wanted to go to Baigong. I believe that Huang Rensha would also add tax exemptions for US production. When 60% of US mobile phones and 90% of US AI server market players decided to produce in the United States, and other companies would not obediently follow them. If you are more worried about whether other strong consumer countries will learn Trump too, it is really nothing.