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SHOCKING DECLINE: Semiconductor Stocks CRASH as Trump Unleashes Tariff Storm!
Hold onto your wallets! The semiconductor sector is plummeting like a brick, with the SOX index down nearly 5% in just one week! And here’s the jaw-dropping twist: THIS is happening while the world is RACING to dominate AI technology! What gives?
TRUMP PULLS THE TRIGGER: Tariffs on Chips Coming!
In a surprise showdown on Tuesday’s Squawk Box, former President Trump set the markets ablaze! He announced a controversial tariff on semiconductors and chips, declaring they MUST be manufactured within the U.S.! Investors are left scratching their heads—should they double down on semiconductors during this chaotic downturn?
DOMINATING Domestic Intel: The America vs. TSMC Showdown!
Trump’s bold move to bolster U.S. chip production hinges on protecting Intel Corporation, a so-called national asset, as it grapples with financial turbulence from hefty Foundry commitments. But wait! The plot thickens with Trump’s mention of a staggering $300 billion investment in Arizona from Taiwan Semiconductor Manufacturing Company (TSMC)—nearly DOUBLE its previous commitment! That’s right, folks, the biggest direct foreign investment in U.S. history is on the line!
INTEL’S STRUGGLE: The Race Isn’t Over Yet!
Despite Intel ramping up efforts with its 18A chips in Arizona, TSMC is still making a hefty portion of the world’s chips, and it looks like it’ll take the lion’s share in this high-stakes race. Analysts are buzzing that TSMC’s new 2nm process could be underwhelming, placing Intel’s 18A at the top of the performance food chain—who saw that one coming?
INTEL’S YIELD NIGHTMARE: Losses Loom!
But it’s not all sunshine and rainbows for Intel! As they gear up for their chip launch, a shocking report reveals that the yield on its 18A rollout is struggling more than ever—sitting at a pitiful 10%! With profits only kicking in when yields surpass 70%, it’s a recipe for DISASTER if they’re selling chips at a loss!
THE TAIWAN TORNADO: Trump’s Leverage Play!
In an eye-opening twist, the U.S.-Taiwan relationship is more like a puppet on a string! Taiwan relies heavily on U.S. military support to fend off China’s ambitions, and it’s clear Trump is skillfully leveraging this dynamic to shape semiconductor funding in favor of America!
TERRIFYING WARNING FROM TSMC: The Stakes Are HIGH!
As if this thrilling saga didn’t have enough tension, TSMC recently cried out to the U.S. Department of Commerce, warning that new import restrictions could threaten America’s tech supremacy! Tariffs could inflate consumer costs and devastate global demand—talk about a high-stakes game!
THE FINAL COUNTDOWN: Where Will Capital Flow Next?
In short, while Intel is drowning in its Foundry dreams, the real question is: where will semiconductor money flow? If you’re an investor, this is a wild ride you won’t want to miss! The forecast for semiconductor demand, especially following Palantir’s explosive Q2 earnings, is hotter than ever!
Get ready for the high-octane showdown in semiconductor stocks—stay informed and capitalize on the excitement!
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