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The Semiconductors tariffs will be seen this week, with little feedback. Will electronic products be "hit hard"?
The public comment period for the USA's tariff measures on Semiconductors will end on May 8th. However, the feedback from the Industry has been unusually quiet, with only 10 comments submitted regarding the Semiconductor tariffs during the public opinion solicitation period, a far cry from the nearly 300 comments on the timber tariffs.
Individual Investors Account for 49% of AEM Holdings Ltd.'s (SGX:AWX) Ownership, While Institutions Account for 31%
Amid the shadow of tariffs, JPMorgan still views these Semiconductors stocks as a top choice.
Despite the cloud of tariffs looming over the upcoming earnings report season for technology companies, JPMorgan noted in a report that several semiconductor and semiconductor equipment companies still stand out as their "preferred stocks."
Jensen Huang has concluded his trip to China, and sources say he did not meet with DeepSeek during the entire visit.
NVIDIA CEO Jensen Huang has concluded his visit to China. Regarding the highly anticipated question of whether Huang met with DeepSeek founder Liang Wenfeng, sources familiar with the details of Huang's trip to China have confirmed that Huang did not meet with DeepSeek at any point.
Trump: We will reach an agreement with China and everyone else.
Recently, the USA has been continuously negotiating with various parties regarding tariff issues, but has not yet announced a preliminary trade agreement with any of the countries. In response, Trump stated on the 17th that the US government "is not in a hurry" to announce agreements with specific countries.
In the second half of the year, the headwinds are stronger. Bank of America: overall reduction of the Target Price for the US Semiconductors Sector.
For USA chip suppliers, their performance in the first quarter is expected to exceed expectations.