---
title: "CITIC Securities Co., Ltd.: The impact of the 232 semiconductor tariff increase on domestic semiconductor companies is extremely limited"
description: "CITIC Securities Co., Ltd. research report points out that the increase in the 232 semiconductor tariffs has limited impact on domestic semiconductor companies, as their exposure to the U.S. is small,"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/252333674.md"
published_at: "2025-08-09T11:34:11.000Z"
---

# CITIC Securities Co., Ltd.: The impact of the 232 semiconductor tariff increase on domestic semiconductor companies is extremely limited

> CITIC Securities Co., Ltd. research report points out that the increase in the 232 semiconductor tariffs has limited impact on domestic semiconductor companies, as their exposure to the U.S. is small, which instead emphasizes the necessity of localized production. At the same time, Trump's promise that companies manufacturing in the U.S. will receive exemptions may generate positive market sentiment recovery for Apple's supply chain and overseas computing power chain

CITIC Securities Co., Ltd. research report believes that the increase in the 232 semiconductor tariffs has an extremely limited impact on domestic semiconductor companies (small exposure to the U.S.), but instead reinforces the necessity of localized production. For the Apple supply chain and overseas computing power chain, since Trump has stated that companies manufacturing in the U.S. will receive exemptions, and companies like Apple and NVIDIA have already made investment commitments, if relevant companies receive exemptions, it may bring some market sentiment recovery

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.