摩根士丹利：半导体行业-亚太地区评估关税影响-有无避风港
摩根·2025-04-08 05:58
April 6, 2025 08:34 PM GMT Greater China Semiconductors | Asia Pacific Evaluating tariff impact – any safe harbor? Reciprocal tariffs should have a negative impact on our covered companies with exposure to US consumer tech. Chinese smartphone (e.g. MediaTek) and semi localization plays could be safe harbors. For TSMC, the Intel JV question needs to be answered on April 17 to remove the overhang. Preliminary assessment of tariff impact on semis: The high reciprocal tariffs were unexpected. For impact on glob ...