ARM Holdings, Infineon and ASML face risks from Trump presidency - Citi
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Citi analysts warn that Arm Holdings, Infineon Technologies, STMicroelectronics, and ASML Holding could face risks from a potential Trump presidency due to possible higher tariffs and changes to the Inflation Reduction and CHIPS Acts.
November 06, 2024 | 2:00 pm
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NEGATIVE IMPACT
Arm Holdings may face risks from a potential Trump presidency due to possible higher tariffs and changes to the Inflation Reduction and CHIPS Acts.
Citi analysts specifically mention Arm Holdings as at risk due to potential policy changes under a Trump administration, which could affect tariffs and semiconductor industry regulations.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
ASML Holding could be impacted by a potential Trump presidency due to possible higher tariffs and changes to the Inflation Reduction and CHIPS Acts.
ASML is mentioned as potentially impacted by policy changes under a Trump administration, which could affect tariffs and semiconductor industry regulations.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
STMicroelectronics may face risks from a potential Trump presidency due to possible higher tariffs and changes to the Inflation Reduction and CHIPS Acts.
STMicroelectronics is mentioned as at risk due to potential policy changes under a Trump administration, which could affect tariffs and semiconductor industry regulations.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70