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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.770.0%Dec 24 9:30 AM EST

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Jon Koplik
To: Bill Wolf who wrote (195129)8/6/2025 6:33:16 PM
From: sbfm1 Recommendation  Read Replies (1) of 197027
 
While so much of the announcement is vague and ambigious, the carve-out for those who plan to build a plant in the US could mean Q - because it uses Samsung and Taiwan Semi [who have or are building plants here] - won't be effected. Same with PCs using Q's chips.

As I read it, announce a plant and you escape the tariff. ("“We’re going to be putting a very large tariff on chips and semiconductors, but the good news for companies like Apple is, if you’re building in the United States, or have committed to build, without question, committed to build in the United States, there will be no charge,” Trump told reporters.")

Two questions. One, are there any chips in a Samsung phone made by companies who either dont have a plant here or haven't announced plans to build a plant here? Two, it seems that Chinese phone companies would be impacted (Huawei, etc.), but those companies dont sell branded phones here, anyway?

Dell, Apple, SAMSUNG, HP, Lenovo, META, would all seem to escape the tariff through that loophole?
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