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Semiconductor stocks will come into focus in 2025 as geopolitical tensions rise. China is likely to retaliate following Trump’s most recent threats of 10% additional tariffs to all Chinese goods. This escalation in tariffs and retaliation is expected to have an impact on semiconductor sales in China, particularly affecting chipmakers with higher exposure to China.
Nvidia, AMD and Micron have some of the lowest exposure among the leading chipmakers, while wafer fab equipment (WFE) manufacturers and Qualcomm have some of the highest exposure.
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