The US will unveil Section 301 semiconductor tariffs around the time China Chairman Xi visits the US for a summit with President Trump, media report, adding Taiwan’s tariff rate will likely be close to the 15% already negotiated with the US due to major investment commitments by Taiwan’s chip and AI stack companies. (Note: We count over US$300 billion in solid commitments). $Taiwan Semiconductor(TSM.US) #GlobalWafers #Wistron #Foxconn #Quanta #semiconductors
Source: Dan Nystedt
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