据美国贸易代表办公室（USTR）消息，近日USTR发布通知：对中国的半导体相关产品征收301关税，初始附加关税税率为0%，自2027年6月23日起18个月内逐步提高税率，具体涉及的产品如下：
一、将受301条款约束的半导体产品HTS清单
9903.91.05: 对中国半导体相关产品加征关税清单
经发现，以下清单目前均在特朗普首任总统任期内对我国301关税清单内，目前加征的301关税均为25%。
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| | Silicon containing by weight not less than 99.99 percent of silicon |
| 用于电子领域的已掺杂化学元素（圆片、晶片等形式），用于电子领域的已掺杂化合物 | Chemical elements doped for use in electronics, in the form of discs, wafers etc., chemical compounds doped for electronic use |
| | Diodes, other than photosensitive or light-emitting diodes |
| | Transistors, other than photosensitive transistors, with a dissipation rating of less than 1 W |
| | Transistors, other than photosensitive transistors, with a dissipation rating of 1 W or more |
| 晶闸管、双向二端晶闸管、三端双向晶闸管，不包括光敏器件 | Thyristors, diacs and triacs, other than photosensitive devices |
| | Other photosensitive semiconductor diodes, other than light-emitting |
| | Photosensitive transistors |
| | Photosensitive semiconductor devices nesoi, optical coupled isolators |
| | Other photosensitive semiconductor devices, other than diodes or transistors, nesoi |
| | Other semiconductor-based transducers, other than photosensitive transducers |
| 其他半导体器件，不包括基于半导体的传感器和光敏器件，未列名 | Other semiconductor devices, other than semiconductor-based transducers, other than photosensitive devices, nesoi |
| 二极管、晶体管、类似半导体器件、光敏半导体器件、发光二极管及已安装压电晶体的零件 | Parts of diodes, transistors, similar semiconductor devices, photosensitive semiconductor devices, LED's and mounted piezoelectric crystals |
| | Electronic integrated circuits: processors and controllers |
| | Electronic integrated circuits: memories |
| | Electronic integrated circuits: amplifiers |
| | Electronic integrated circuits: other |
| | Parts of electronic integrated circuits and microassemblies |
附USTR官方通知原文：
https://ustr.gov/sites/default/files/files/Issue_Areas/Enforcement/Section%20301/Semiconductor%20Section%20301%20FRN%20Final%20Action%2012-22-25%20for%20posting.pdf
二、简要调查背景
2024年12月23日，美国贸易代表办公室启动了对中国半导体产业的第301条款调查，调查包括对中国半导体作为组件被整合到国防、汽车、医疗设备、航空航天、电信以及发电和电网等关键下游产品中的程度。
三、美国对华半导体产业301调查时间回顾
来源：关务小二
