Today's market downturn source: U.S. Commerce Secretary Gina Raimondo stated during a CNBC interview at the G20 meeting on September 2 that the government is formulating 'targeted and prudent' semiconductor tariffs—products manufactured in the U.S. will be exempt from tariffs, while those produced outside the U.S. will be taxed to enter the U.S. market. She also confirmed that tariff exemptions will be tied to U.S. investments. The market immediately interpreted this as targeting Samsung, SK Hynix, and other Korean memory production capacities, triggering a sell-off. The Blue House responded: Details have not yet been finalized.