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Trump’s 300% Semiconductor Tariff Threat Hammers Chip Stocks—But Intel Dodges the Bullet. Here’s the Inside Story
Trump’s 300% Semiconductor Tariff Threat Hammers Chip Stocks—But Intel Dodges the Bullet. Here’s the Inside Story
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Semiconductor stocks are reeling after Trump’s latest trade war salvo—a proposed 300% tariff on imported chips. But Intel’s shares? Barely a scratch. Here’s why.
The Tariff Tango
While rivals like Nvidia and AMD tanked, Intel’s domestic production shield deflected the blow. No surprise—politicians love a ‘Made in USA’ poster child.
The Fine Print Loophole
Intel’s fabs are stateside, bypassing the import tax. Meanwhile, TSMC and Samsung-dependent players face margin-crushing costs. Cue the Wall Street downgrades.
The Cynical Take
Another day, another policy move that rewards lobbying over innovation. But hey—at least someone’s 401(k) isn’t getting nuked this time.
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