65TECHNOLOGY
⚡ Markets: Potential tariffs would negatively impact non-US chipmakers like Samsung and SK Hynix, while benefiting companies investing heavily in US fabs like Intel and TSMC. Creates uncertainty for the global semiconductor supply chain.TSMCSamsungIntelSOXX
US Commerce Secretary Howard Lutnick stated the administration is considering "targeted" tariffs on chip companies that do not invest in US-based manufacturing. The remarks, which caused concern in South Korea, are part of a broader US strategy to reshore critical semiconductor supply chains.
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