Intel, Texas Instruments slump as China tariff guidance favors chipmakers outsourcing to Taiwan
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China's Semiconductor Industry Association announced tariff guidelines that differentiate chip stocks based on manufacturing location. US-based chipmakers like Intel and Texas Instruments face potential 84%+ tariffs, while fabless companies using Taiwan Semiconductor (TSM) are largely exempt, causing significant stock price variations.
April 11, 2025 | 5:00 pm
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NEGATIVE IMPACT
Intel's US-based manufacturing could expose the company to steep tariffs, potentially impacting its competitive position in the Chinese market.
Intel's US-based fabrication facilities make it vulnerable to China's new tariff guidelines, which could significantly increase the cost of its semiconductor exports to China.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 90
NEGATIVE IMPACT
Texas Instruments experiences stock tumble as potential 84% tariffs threaten its US-manufactured semiconductor business in the Chinese market.
Texas Instruments' US-based manufacturing exposes it to potentially high tariff rates, which could erode its competitiveness and profit margins in the Chinese market.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 85
POSITIVE IMPACT
Taiwan Semiconductor Manufacturing benefits from tariff guidelines that favor chips manufactured outside the US, potentially attracting more fabless semiconductor companies.
TSM's manufacturing location in Taiwan shields it and its clients from potential high tariffs, potentially increasing its attractiveness to fabless semiconductor companies.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 75