SEMIKONDUKTOR

Howard William #Lutnick :
#TARIF #SEMIKONDUKTOR DAN #ELECTRONICS WILL BE IN EFFECT WITHIN ONE MONTH OR A MONTH.

This policy is driven by concerns over national security, unfair competition, and global dependence on the supply chain #China

Some key points regarding semiconductor and electronics tariffs:
1. The US Plans to Raise Tariffs
– The US government, under the Biden administration, has indicated an increase in tariffs on Chinese semiconductor and electronics products, including a possible rise from 25% to 50% or more.
2. Implementation Timeline
– This policy could take effect within one month or several months ahead, depending on the regulatory process and political decisions.
3. Impact on Global Markets
– This move could affect the prices of technology products, global supply chains, and corporate strategies such as TSMC, Intel, and Samsung.
4. China's Response
– China is likely to impose restrictions or retaliatory tariffs, especially on exports of critical raw materials such as rare earth metals.

What to watch out for?
- Developments in policy from the White House and US Congress.
- Reactions from major technology companies and the stock market.
- Potential disruptions in the global chip supply.