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财联社4月16日讯(编辑刘蕊)两位芯片设备行业知情人士称,根据上周与华盛顿官员和议员讨论的计算结果显示,美国总统特朗普的新关税可能使美国半导体设备制造商每年损失逾10亿美元。

美国企业将每年损失超10亿美元

消息人士称,美国最大的三家芯片设备制造商——应用材料、LamResearch和KLA——可能在未来一年,每家都遭受约3.5亿美元的损失。像OntoInnovation这样规模较小的芯片设备商也可能面临数千万美元的额外支出。

据业内人士表示,讨论的预估成本包括收入损失(主要是因为错过了向海外竞争对手销售不那么复杂的设备),以及为芯片制造工具的复杂部件寻找和使用替代供应商的成本。该估计还包括关税合规成本,例如增加人员以处理合规问题的成本等。

与华盛顿议员和政府官员讨论的人员包括美国芯片行业高管和国际贸易组织SEMI(国际半导体设备与材料协会)的官员。

美芯片设备公司已经损失了数十亿美元

包括应用材料在内的美国芯片设备公司在全球芯片设备市场占据了不小的市场份额。但他们生产的芯片设备可能需要数千个专用部件——很大部分依赖于进口。

在美国前总统拜登实施一系列旨在遏制向中国实体出口先进半导体制造设备的出口管制之后,这些芯片设备制造商已经损失了数十亿美元的收入。

尽管特朗普政府上周五将芯片设备暂时排除在对等关税之外,但为了刺激更多的美国制造业,特朗普正在考虑进一步对芯片行业征收关税,并于本周一启动了对芯片及芯片设备进口的调查。

随着特朗普政府未来对半导体的关税计划出炉,美国芯片设备公司的初步损失预估也可能会发生变化。

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