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.