Tariffs are not easy: China faces trouble from own 125% tariffs on US semiconductors, despite exemption (imports $70-$80 billion a year)
-China electronics prices may rise at a time Beijing is actively subsidizing purchases to stoke domestic demand-Example: Smartphones. US manufactures many PMIC (power chips, TI, ADI, On) and RF chips (Skyworks, Qorvo) used in premium and mid-handsets. Takes 6-12 months to redesign and swap out chips.-Risk of more supply chains moving out of China: Many chips imported to China are put inside gadgets, then re-exported.-Current exemption is on US chips made abroad (ex. Israel, Korea or Taiwan foundry). But it takes time to ramp up production. A tariff delay would help, but unlikely to happen. #semiconductor #semiconductors #China #India #Vietnam #Indonesia #MalaysiaSource: Dan Nystedt
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