Nearly all supply chain market segments are on notice while US-China trade war outcome remains uncertain. For semiconductors, SEMI and SIA both expressed disappointment with tariffs on China and semiconductor-related imports.
Stages of semiconductor production
Tariffs will hurt US semiconductor firms, who produce roughly 90% of the value in semiconductor components (R&D and/or front-end manufacturing) because it primarily takes place in the US.
It’s common knowledge, one key US concern for tariffs on China relative to semiconductor industry is addressing Chinese forced technology transfers and intellectual property theft. And rightly so.
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