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● Tesla, Semiconductor Tariffs – Impact Imminent

U.S.-China Trade War and Semiconductor Tariffs: Analyzing the Impact on Tesla

Trump’s Tariff Policy and Escalating Tensions Between the Two Countries

The U.S.-China trade war is escalating once again.
President Trump is imposing additional tariffs on China while simultaneously displaying a contradictory attitude by delivering messages of reconciliation.
China shows no signs of yielding to the hard-line stance of the United States, and President Xi Jinping is maintaining his position of standing firm.
This situation is expected to have a significant impact on the global economic outlook and U.S.-China relations.

Impact of Tariff Measures on the IT and Electric Vehicle Industries

The U.S. government is scheduled to officially announce the introduction of tariffs specifically for the semiconductor industry on April 14, 2025 (April 15, Korean time).
Smartphones and some electronic products have been exempted from tariffs, but semiconductor components are now expected to be heavily taxed soon.
In particular, it is likely to have a significant impact on the IT and electric vehicle industries, as well as global companies such as Tesla.
Tariffs are likely to be implemented at around 25%, and key semiconductor components such as CPUs, GPUs, and ADAS chips are included.

Tesla Vehicles and the Direct Impact of Semiconductor Tariffs

Tesla faces the risk of a $3,000 to $4,000 increase in semiconductor costs per vehicle.
Thousands of semiconductor chips used in Tesla, such as the self-driving FSD chip, vision cameras, sensors, and battery management system (BMS), are targeted.
If a 25% tariff is imposed, the cost is expected to increase by more than $375 per vehicle, and this cost could soar to $3,000 to $4,000 when indirect costs are taken into account.
This increases the possibility of Tesla raising prices, and there are concerns that its competitiveness in the global electric vehicle market may weaken.

Domestic Semiconductor Production in the U.S. and Tariff Avoidance Strategies

TSMC and Samsung Electronics have already begun construction of semiconductor factories in the United States.
TSMC plans to start production in 2025, and Samsung in 2026.
This is evaluated as a strategy to minimize damage caused by semiconductor tariffs.
However, in the case of Tesla, there are many technologically irreplaceable products such as self-designed autonomous driving chips, so whether tariff exceptions are applied is crucial.
There is room to promote tariff exemptions by leveraging domestic factory facilities (Giga Texas, Giga Nevada, etc.) and emphasizing national security elements.

U.S.-China Diplomatic Developments and Future Economic Outlook

With both the U.S. and China maintaining hard-line stances, future developments are even more uncertain.
In particular, China is adopting a new diplomatic strategy centered on the Asia-Pacific region and is showing no signs of yielding to U.S. pressure.
The continuation of this U.S.-China trade war is expected to have a significant impact on the global economy, especially global companies like Tesla, and the semiconductor and tariff-related markets.
There are many concerns about the negative impact on the overall economy, such as rising consumer prices in the U.S. and instability in the global supply chain.

Summary

As the U.S.-China trade war intensifies, President Trump imposes additional tariffs on China while making gestures of reconciliation.

The U.S. is forecasting the introduction of tariffs dedicated to semiconductors on April 14, 2025, which is expected to have a major impact on the IT and electric vehicle industries, especially Tesla.

If thousands of semiconductors used in Tesla vehicles are subject to a 25% tariff, there is a major concern that the cost per vehicle will increase by $3,000 to $4,000.

TSMC and Samsung Electronics are starting production in the United States and pursuing tariff avoidance strategies, but tariff exception reviews are essential for Tesla’s irreplaceable products such as self-driving chips.

Both the U.S. and China are maintaining hard-line stances, and this trade war is expected to have a continuous impact on the global economy, especially Tesla, semiconductors, tariffs, the U.S.-China trade war, and economic prospects.

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