In today’s volatile international trade environment, the policy of reciprocal tariffs acts like a heavy bomb, dropping into the seemingly calm yet turbulent waters of the semiconductor industry, instantly creating waves and bringing unprecedented significant benefits to the domestic chip replacement process. In the semiconductor industry, the wafer foundry segment is crucial. As the two … Read more
Author | Zen Analyst Compiled by | Wall Street Big Events NVIDIA (NASDAQ：NVDA) is a fabless semiconductor company at the core of the global technology supply chain, particularly vulnerable to new trade regulations. Its products—advanced graphics processing units (GPUs) and artificial intelligence accelerators—rely on complex manufacturing partnerships across Asia and a large customer base in … Read more
Although semiconductors are temporarily not within the scope of the new wave of tariff policies in the United States and will not be directly taxed, some relatedIC designers have already felt the atmosphere of impending challenges, fearing that customers will demand price reductions to “share the burden” during tough times. If customers also request price … Read more
👆If you wish to meet often, feel free to star 🌟 and bookmark it! Source: Content from the Economic Daily, thank you. The market went wild yesterday (6th) with rumors that the Trump administration has initiated a “humanitarian corridor” for tariffs, releasing key provisions of the exemption clause “9903.01.34”. Products with over 20% U.S. value … Read more