Micron, onsemi, Seagate, Western Digital, and Vishay Intertechnology Shares Are Falling, What You Need To Know - Yahoo! Finance Canada

On July 24, 2026, the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners, citing concerns over forced labor. These measures target key players in the global semiconductor sup... Read original →

The new US tariff policy directly impacts the global semiconductor supply chain, particularly for US chipmakers reliant on materials and equipment from Europe, Japan, South Korea, and Taiwan, China. Technologically, this move could lead to increased costs, prompting companies to reassess their manufacturing processes and technology roadmaps to reduce dependency on external supplies. In terms of compliance, double taxation will significantly raise operational costs, pushing firms to seek alternative suppliers or adjust production layouts. Competitors like Samsung and SK Hynix may accelerate localization strategies, reducing reliance on the US market, thus gaining a short-term competitive edge. Despite near-term volatility, continued AI investments are expected to drive semiconductor industry growth, especially given the surging demand in high-performance computing. Over the next 12-24 months, as governments and businesses increase investment in local supply chains, the industry's landscape is poised for profound transformation.