关税 | 协议达成:台湾输美商品封顶15%
作者：微信文章美联社1月16日报道，美国政府与中国台湾当局周四（15日）达成一项贸易协议，该协议将台湾地区商品进口到美国的关税降低至15%，以“换取”台湾地区对美国科技产业2500亿美元的新投资。
作为交换，美国将把对中国台湾地区的对等关税税率从20%下调至15%，并承诺对仿制药、其原料药、航空零部件及部分天然资源实施零对等关税。
美国商务部部长霍华德·勒特尼克周四在接受CNBC记者布莱恩·沙利文采访时表示，作为该协定的一部分，台湾地区的台积电已在美国购置土地，或将在亚利桑那州扩大产能。
台湾半导体和技术企业（如台积电TSMC）承诺在美国进行至少 2500 亿美元的新直接投资，用于建设和扩展先进半导体、能源和AI生产及创新能力。这包括TSMC此前已承诺的约1000-1650亿美元投资（如在亚利桑那州建厂），剩余部分将通过新项目实现。
此外，台湾当局将提供至少 2500 亿美元的信用担保，支持这些企业在美国的供应链扩张。
总投资规模因此达到 5000 亿美元（2500亿直接投资 + 2500亿信用担保），旨在帮助美国减少对台湾芯片供应的依赖，并提升本土产能。
自2020年以来，台积电已在亚利桑那州完成一座晶圆厂，并正在建设第二座，预计于2028年启用。此外，台积电也已承诺在未来数年内再兴建 4 座新厂。
美国商务部长霍华德·卢特尼克在采访中表示，总部位于台湾但不在美国建厂的芯片公司可能面临 100% 的关税。
由此可见，美国的目标是将台湾 40% 的半导体供应链转移到美国。
台积电等台企合计拟定5000亿美元，一举把先进半导体、能源与AI产能搬至美国，帮华盛顿把芯片供应链“岛链”变“本土”。汉悦国际将密切关注政策动态，同时提前布局替代市场和备用供应链，保持应变空间。优化市场布局，预设替代方案，使货主在波动中保持弹性与韧性。如需获取最新资讯或定制化应对方案，欢迎联系我司客服。
According to an Associated Press report on January 16, the U.S. government and the authorities of Taiwan reached a trade agreement on Thursday (January 15), under which tariffs on goods imported from Taiwan to the U.S. will be reduced to 15% in exchange for Taiwan's new investment of $250 billion in the U.S. technology industry.
In exchange, the United States will reduce the reciprocal tariff rate on products from China's Taiwan region from 20% to 15%, and has pledged to impose zero reciprocal tariffs on generic drugs, their active pharmaceutical ingredients, aerospace components, and certain natural resources.
Howard Lutnick, the U.S. Secretary of Commerce, said on Thursday during an interview with CNBC's Brian Sullivan that, as part of the agreement, Taiwan Semiconductor Manufacturing Company (TSMC) has already purchased land in the United States and may expand its production capacity in Arizona.
Taiwanese semiconductor firms (e.g., TSMC) will invest at least $250 billion in new direct investments in the U.S. to build and expand advanced semiconductor, energy, and AI production and innovation capabilities.This includes TSMC's prior commitment of approximately $100-165 billion (e.g., for factory construction in Arizona), with the remainder to be realized through new projects.
In addition, the Taiwanese authorities will provide at least $250 billion in credit guarantees to support these companies' supply chain expansion in the United States.
As a result, the total investment scale reaches 500billion(500billion(250 billion in direct investment + $250 billion in credit guarantees), aiming to help the United States reduce its dependence on Taiwan's chip supply and enhance its domestic production capacity.
Since 2020, TSMC has completed one wafer fab in Arizona and is constructing a second, expected to be operational by 2028. Additionally, TSMC has committed to building four more new fabs in the coming years.
U.S. Secretary of Commerce Howard Lutnick stated in an interview that chip companies headquartered in Taiwan but not building factories in the U.S. may face 100% tariffs.
This indicates that the U.S. aims to relocate 40% of Taiwan's semiconductor supply chain to the U.S.
TSMC and other Taiwanese companies have committed a combined US$500billion to relocate advanced semiconductor, energy, and AI production capacity to the United States, helping Washington transform the chip supply chain from an "island chain" to a "domestic" one.Han Yue International will closely monitor policy developments, and at the same time, make preparations for alternative markets and backup supply chains in advance to maintain flexibility and resilience. Optimize market layout, pre-plan alternative solutions, so that shippers can remain flexible and resilient in the face of fluctuations. If you need the latest information or customized response plans, please contact our customer service.
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