Tariff Policies Reshape the Semiconductor Industry Chain, Domestic Substitution Welcomes Historic Opportunities
Upon seeing the news that the United States announced exemptions from tariffs on certain semiconductor equipment, many immediately thought of “bad news being fully priced in.” However, they overlooked the hidden information behind it: products originating from China can be exempt from a 125% tariff if they meet the condition of “U.S. content ≥ 20%” … Read more