President Donald Trump announced new U.S. tariffs, including roughly 100% tariffs on all chips imported into the U.S., with an exemption for tech companies that manufacture in the country. This policy introduces new considerations for global semiconductor supply chains.
Citi analysts indicated that the latest U.S. semiconductor tariffs are likely to have a minimal impact on Taiwanese chip companies. This assessment is based on the fact that many chips from Taiwan are not shipped directly to the U.S., but rather arrive through downstream assembly and testing partners.
While the direct financial impact on UMC is projected to be limited, the broader geopolitical and trade policy shifts create an environment of increased uncertainty for the semiconductor industry. UMC's diversified manufacturing footprint helps mitigate some of these risks.
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