The US government has announced a list of 25% tariffs on 16 billion U.S. dollar imports, semiconductor and High-tech hardware and mechanical equipment, according to the U.S. International Trade Commission (ITC) data, the 2017 mainland exports to the United States, the amount of semiconductors about 4.9 billion U.S. dollars, Compared to the U.S. semiconductor factory revenue is negligible, but the U.S.-China trade war to burn semiconductors, but will make the U.S. semiconductor plant in the mainland market prospects, plunged into a great risk of uncertainty. As the mainland still relies on imports of US semiconductors in the short term, the industry estimates that the mainland will not immediately respond to the knee-jerk reaction of US semiconductor products by avoiding the operating costs of local suppliers, but in 2019, when the mainland's local storage plants were fully postpartum, The mainland will have more bargaining chips in the field of semiconductor trade. At this stage, the United States from the mainland to import semiconductor products, solar products accounted for a large proportion, as for the processor products have a growing trend of the year. At present, the United States and Korea and other semiconductor manufacturers of memory products, after the mainland is assembled and exported to the United States, there are also assembly lines in other areas that require only flexible mobility and are not actually affected, but will have a greater impact if the mainland is thus offering punitive tariffs or boycotts to us-imported semiconductor products. However, the mainland should not do a big counterattack before the semiconductor power is complete, because this will make the mainland's local manufacturers of communications manufacturing costs, and these assembled products still have to sell back to the U.S. market, is double taxation, and worse, if the mainland on the United States the entire IT industry chain course levy retaliatory tariffs, It is feared that it will cause a serious economic recession. As the mainland market accounts for as much as 52% of the average revenue for US semiconductor and semiconductor equipment plants, if the mainland decides to boycott US semiconductor and semiconductor equipment products, it will make the U.S. technology companies such as Intel, Micron and Qualcomm, which originally expected to have a bright performance in the lower half of 2018 Qualcomm), as well as semiconductor equipment plants such as applied Materials (applied Material) and so on, facing the dilemma of slowing growth. According to the statistics of FactSet, currently including Bo Tong (Broadcom), the United States in the mainland market exposure to more than 50%, German instrument (TI), microchip about 30%, while Intel, Ultra Micro, Xilinx, Aptiv is between the 24~26%, the mainland revenue accounted for 19 %. According to TheStreet.com reports, Nvidia's revenue in the mainland accounted for more than 18%; Morgan Stanley's recent report points out that the mainland market in 2017 to contribute Qualcomm 65% of the revenue, the U.S. semiconductor factory is the highest, other U.S. High-tech hardware and mechanical equipment manufacturers in the mainland market exposure to the proportion of about 14%. Although the U.S. semiconductor plant still has a strong technical advantage, in the short term, the mainland still relies heavily on imports of U.S. semiconductor products, but the mainland, including Hefei Xinlong, Jinhuagong integration and the Yangtze River storage and other three major semiconductor plants will be in the next half 2018 years trial production, respectively, mobile memory, niche storage and NAND Flash,
