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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 252.09-0.3%Jan 29 3:59 PM EST
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To: Elroy who wrote (74109)1/29/2026 6:59:02 PM
From: Joe NYCRead Replies (1) of 74115
 
re: Moving these semiconductor companies around takes years, not months. Trump will be gone, tariffs will likely decrease significantly

Tariffs on semiconductors are ~ zero. There is a wide spread retardation about tariffs, and their impact on semiconductor industry, but the actual impact is as close to zero as you can get.

There may be one exception to this rule, that may gain some relevance - there may be some tariff on Chinese memory that goes some time back, and it was doubled by Biden.

As far as the rest of the tariffs, I don't think any subsequent administration would want to lose the revenue from the tariffs. Because, then what? Cut government spending? Increase other taxes? They can't do either.
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