Reported 16 days ago
Stacy Rasgon, a senior analyst at Bernstein, discusses the difficulties the US faces in decoupling its semiconductor industry from China. As former President Trump's proposed tariffs loom, he highlights that while there are strategies to influence the chip sector, complete separation is deemed very challenging. Trump's potential 60% tariff on Chinese imports could indirectly affect semiconductor demand by raising prices on consumer electronics, creating a complex situation for the industry.
Source: YAHOO