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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 174.69

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Dec 24 12:59 PM EST

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John Hayman

To: sbfm who wrote (195131)	8/6/2025 7:47:34 PM
From: sbfm	1 Recommendation Read Replies (1) of 197028

I think the result of a 100% tariff on chips made by companies without a US presence (current or announced) is really going to impact Chinese chip companies. I look at it this way: a device has chips from many sources. The OEM can source a specific chip from a Chinese company or a non-Chinese company which has a factory or an announced intent to have a factory in the US. The Chinese sourced chip is cheaper, but subject to tariffs. The OEM choses the non-Chinese company. True, that choice is more expensive, but the Chinese company's decrease in orders means that it loses volume and because of that decrease in volume overhead is spread amongst fewer chips, and causes the Chinese company to either shrink margins or raise prices. Either way, the Chinese company is adversely impacted. Conversely, the increase in volume to the non-Chinese supplier means it could actually cut costs to match the Chinese supplier. At the same time, the ultimate OEM product costs about the same to the consumer.

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