Asia chipmakers wobble after Trump’s ‘100% tariffs’ on semiconductors
US President Donald Trump announced that he would apply 100% tariff to chip imports for companies that are the “building in the United States”.
In order to qualify for exemption, the details of how much internal production is necessary remain uncertain.
Japanese semiconductor manufacturer Tokyo electron The data from LSEG fell over 5% before the losses to Japan’s 2.9% lower than 11.20 (10.20 PM Et Et Wednesday). Other Japanese chip stocks reflected the decline. Renesas electronics 4% decreased while open Advantageous 3.3 %slip.
However, South Korean chip sections Samsung and SK Hynix are exempted from 100% tariffs, the country’s best trading ambassador Yeo Han-Koo reported on the radio. Sk Hynix, a memory chipset, returned after falling more than 3% in the first trade.
Samsung Electronics shares increased the trend by increasing 2.47%of the trend. Apple announced on Wednesday that it will use chips produced by Samsung Electronics for their devices, including iPhones.
Taiwan semiconductor production company, the world’s largest chip supplier, launched its trade session in Yeşil and rose to over 4%.
TSMC announced IMPORTANT INVESTMENTS Recently, in the United States, the first $ 65 billion to build three facilities in Arizona, including a US investment of $ 100 billion in March.
“We will put a very large tariff for plugs and semiconductors,” Wednesday, in the Oval Office, in the United States, such as Apple, will not be accused of companies that are determined to build buildings. He said.
“In other words, we will put about 100% tariff for chips and semi -conductors. But if you are building in the United States, there is no fee.”
Economic Director Ernie Tedeschi in the budget laboratory in Yale, said that there is no clear framework for how chip tariffs will work exactly.
Andrew Jackson, President of the Japanese stock strategy of Ortus Advisors, considering the title shock of “100% tariffs”, Japanese semiconductor process equipment markets can be swing at the beginning, while this movement can be positive for industry.
From this moment on, large companies referred to companies such as “net winners”, Futurum Group CEO Daniel Newman, Apple, Nvidia and TSMC.
“These are the big gains that President Trump wants to buy, de Newman said, adding that smaller companies without the same scale and leverage will have to negotiate.
