Micron, onsemi, Seagate, Western Digital, and Vishay Intertechnology Shares Are Falling, What You Need To Know - TradingView

Recent U.S. tariffs on 60 trading partners, including the EU, Japan, South Korea, and Taiwan—key pillars of the global semiconductor supply chain—have triggered a sharp sell-off in the industry. These... Read original →

The U.S. imposition of tariffs on 60 trading partners, including Taiwan, China, and Japan, has disrupted the global semiconductor supply chain. Technologically, increased costs for critical materials and equipment like 3nm and EUV lithography tools will directly impact manufacturing efficiency and cost structures. From a compliance perspective, these tariffs complicate cross-border logistics and regulatory requirements, squeezing profit margins for U.S. companies. Competitors such as TSMC might accelerate localization or diversify their markets to mitigate risks. Despite short-term stock volatility, ongoing AI-driven investments are likely to fuel industry recovery. Over the next 12-24 months, companies are expected to boost R&D efforts, leveraging technological innovation to counterbalance external pressures.