The United States will move to impose new tariffs on China’s semiconductor industry, introducing duties from June 23, 2027, on Chinese-made chips that are currently subject to zero tariffs, according to the U.S. Trade Representative.
Potentially relevant semiconductor stocks: NVIDIA Corp. (NVDA), Taiwan Semiconductor Manufacturing Co. (TSM), Arm Holdings plc (ARM), Intel Corp. (INTC), Advanced Micro Devices Inc. (AMD), Broadcom Inc. (AVGO), VanEck Semiconductor ETF (SMH), and Texas Instruments Inc. (TXN).