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Strategies & Market Trends : Humble1 and Swing Trading Friends

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rdkflorida2
towerdog
To: rdkflorida2 who wrote (40476)3/6/2025 8:36:25 AM
From: humble12 Recommendations   of 41043
 
Just ONE serious consequence of the Trumpenomics disaster …

Trade uncertainty weighing on chip companies, says ‘Chip War’ author
The semiconductor industry is particularly vulnerable to tariffs due to how globally integrated its supply chains are, according to Chris Miller, Tufts Fletcher Schooler professor and ‘Chip War’ author.

Even if chips are assembled in the U.S., many of the components used are not manufactured in the U.S., Miller noted.

“The complexity of the supply chains makes devising a tariff policy around carve outs very, very difficult, which is why the industry is hoping there won’t be any changes at all — because they’ve been structured around the assumption that you can move goods back and forth across borders without this type of tariff uncertainty,” Miller told CNBC’s “Squawk Box” on Thursday.

DJT: “A little disturbance from tariffs is okay.”
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