川普喊半導體100%關稅！在美設廠可豁免「美國設廠概念股」成最大贏家

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半導體關稅100% 承諾或已在美國設廠企業可豁免

  1. 8/6川普在白宮記者會宣布將對半導體課徵100%關稅，但已在美國設廠，或明確承諾在美國投資企業與國家將可豁免，但尚未說明具體生效日期與其他相關細節。

  2. 台灣2025年前7月對美出口積體電路(IC)達47.7億美元，約9成來自台積電，台積電已承諾投資1650億美元，可望取得豁免，若美僅課晶片直接出口稅，影響可控。台灣2025年前7月整體資通訊對美國出口額達699億美元，主要為伺服器、NB等代工，台灣品牌或為品牌廠代工且以美國為主要市場、且未在美投資廠商影響較大。

美國設廠概念股

              資料日期:8/12，資料來源:富邦投顧整理，依近一週漲跌%排序
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