Escalating US-China Trade War to Hurt These Stocks in 2025

The looming escalation of U.S.-China trade tensions threatens to reshape the global semiconductor landscape in 2025 despite a 23.2% year-over-year increase in global semiconductor sales to $166 billion in the third quarter of 2024. As President-elect Donald Trump pledges to impose substantial tariffs of up to 60% on Chinese imports and an additional 10% tariff on Inauguration Day, the semiconductor industry participants — Qualcomm (QCOM) , Advanced Micro Devices (AMD) , Intel (INTC) , Micron Technology (MU) ...