---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40092538.md"
description: "Qualcomm, GlobalFoundries, ASE, Amkor, Wolfspeed — this group of US semiconductor manufacturers is currently facing dual pressures from tariffs + export controls 😰Qualcomm's earnings season is coming, and it's hard to gauge the direction at this point. Wolfspeed focuses on silicon carbide, which is a long-term logic for EVs and industrial control, differentiating it from other pure-play foundries.My overall feeling is that it's under pressure and consolidating, waiting for macro pressures to ease."
datetime: "2026-04-22T09:17:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40092538.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40092538.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40092538.md)
author: "[忧郁小喷菇](https://longbridge.com/en/profiles/27514701.md)"
---

# Qualcomm, GlobalFoundries, ASE, Amkor, Wolfspeed —…


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