#美国半导体关税 ### **I. Latest Developments in U.S. Semiconductor Tariff Policy**

1. **Temporary Exemptions and Subsequent Plans**

- The U.S. Customs and Border Protection announced on April 11 that it will temporarily exempt electronic products such as smartphones, computers, and chips from 'reciprocal tariffs,' but Commerce Secretary Howard Lutnick made it clear that this exemption is a **temporary measure**, and targeted tariffs based on the semiconductor industry will be implemented on these products in the next 1-2 months to promote the return of manufacturing to the U.S.

- The Trump administration plans to impose tariffs on semiconductors and the entire electronic supply chain through a 'National Security Tariff Investigation' (possibly citing Section 232), with specific tax rates likely to be **announced within the next week**, and an expected rate of 25%.