Why Semiconductor Stocks Like Taiwan Semiconductor Manufacturing, Advanced Micro Devices, and Monolithic Power Rallied Today
Portfolio Pulse from
Semiconductor stocks like Taiwan Semiconductor Manufacturing (TSM), Advanced Micro Devices (AMD), and Monolithic Power Systems (MPWR) saw significant gains after reports emerged that the Trump administration may exclude semiconductors from upcoming April 2 tariffs. The potential exemption could protect chip manufacturers from additional trade barriers, providing short-term relief to the sector.
March 24, 2025 | 8:00 pm
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POSITIVE IMPACT
Advanced Micro Devices could see reduced supply chain disruption if semiconductors are exempted from upcoming tariffs, as the company manufactures leading-edge CPUs and GPUs at TSMC in Taiwan.
Potential tariff exemption could protect AMD's supply chain and reduce potential manufacturing cost increases.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 85
POSITIVE IMPACT
Monolithic Power Systems could benefit from potential semiconductor tariff exemptions, particularly for chips manufactured in Taiwan, South Korea, and Singapore.
Potential tariff exemptions could protect MPWR's manufacturing operations in multiple Asian countries.
CONFIDENCE 70
IMPORTANCE 70
RELEVANCE 75
POSITIVE IMPACT
Taiwan Semiconductor Manufacturing could benefit from potential exclusion from upcoming tariffs, protecting its manufacturing operations and reducing potential trade barriers.
Potential tariff exemption directly impacts TSMC's manufacturing operations, reducing potential additional costs and trade barriers.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90