Tariffs Could Shake Up Semiconductor Supply Chains. Here Are 2 Companies Investors Should Keep Their Eyes On.

From Nasdaq: 2025-05-08 10:10:00

President Trump has threatened tariffs on semiconductors, sending tech companies scrambling. Research shows the U.S. is deeply connected to global semiconductor supply chains, complicating potential tariffs. Keep an eye on Taiwan Semiconductor and Apple if tariffs are imposed.

Taiwan Semiconductor, a major processor manufacturer, could face increased production costs and price hikes for customers if tariffs are imposed. The company is investing $165 billion in the U.S. to expand chip production. Apple is already feeling the effects of tariffs and could see even higher costs if semiconductor tariffs are added.

Apple is sourcing more semiconductors from U.S. plants to prepare for potential chip tariffs. The company is also committing to significant investments in the U.S. to offset any tariff impacts. Both Apple and Taiwan Semiconductor face uncertainty due to tariffs, so caution is advised for investors considering buying their stocks.

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