Asia tool makers are fluctuated after Trump’s 100 % tariffs

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The semiconductor chip is displayed in Touch Taiwan, which is an annual exhibition in Taipei, Taiwan April 16, 2025.

Ann Wang Reuters

The shares related to the semi -conductors were traded in mixed Asia on Thursday after the US President Donald Trump He announced that it would impose 100 % tariff On the imports of the chip, with exemption for Companies Which is “building in the United States”.

Details about the amount of local manufacturing required to qualify for exemption are still unclear.

Japanese semiconductor manufacturer Tokyo electron More than 5 % decreased before reducing the losses of 2.9 % less trading from 11.20 am Japan time (10.20 pm East on Wednesday), showing data from LSEG. Other Japanese chips stocks reflect autumn. Renisas electronics 4 % decreased in the open while Advantages 3.3 % slip.

However, it seemed that the South Korean chips companies Samsung and SK Hynix were 100 % exempt, the best commercial envoy in the country Yeo Han-Koo was reported on the radio. Memory chip maker Sk Hynix Remove after lowering more than 3 % in primary trade.

Samsung Electronics shares left the trend, climbed 2.47 %. Apple announced on Wednesday that it will use the chips produced by Samsung Electronics at the last Texas facility of its devices, including iPhone devices.

Taiwan semiconductor manufacturer – The largest chip supplier in the world – green trading session, has increased by more than 4 %.

TSMC announced Big investments In the United States recently, including $ 65 billion to build three factories in Arizona, and US investment worth $ 100 billion in March.

“We will put a very large tariff on chips and semi -conductors,” Trump said at the Oval Office on Wednesday, adding that companies like Apple that build or are committed to construction in the United States will not be shipped.

“In other words, we will put a tariff of about 100 % on chips and semi -conductors. But if you are building in the United States of America, there are no fees.”

Erney Tedchi, director of economics at the Yale University Laboratory, noted that “Satan in the details” because there is no clear framework yet on how the tariffs of the chips work exactly.

While the Japanese semiconductor equipment markets may be fluctuated at the beginning, given the main shock of “100 % definitions”, this step may be positive for the industry given the number of Japanese chip industry equipment that is indispensable for most chips who are looking to increase American production, said Andrew Jackson, head of Japanese stock strategy at ORTUS advisers.

Daniel Newman, CEO of Photorum, referring to companies such as Apple, Nvidia and TSMC like “Most dollars for pledge”.

“This is the great victory that President Trump wants,” Newman said, adding that the smaller companies that do not have the same size and leverage must negotiate.



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