The US delay on fresh China semiconductor tariffs – possibly to June, 2027 – will not affect the long-term trend of moving chip supply chains out of the Communist giant, media report. Taiwan makers of mature-node chips, UMC, VIS, Powerchip, will benefit from orders transferred from China chip foundries, while Taiwan’s chip packaging industry, 1st in the world in revenue, 2nd in volume, is also capitalizing on order shifts, via ASE, Powertech, KYEC, others. $Advanced Semiconductor Engineering(ASX.US) $United Microelectronics(UMC.US) #KYEC #Powertech #VIS

Source: Dan Nystedt