Ge Long Hui·2025-08-07 02:05Core Viewpoint - The semiconductor sector in Hong Kong is experiencing a decline, influenced by potential U.S. tariffs on foreign-produced chips, particularly affecting Chinese companies [1] Company Performance - ChipMOS Technologies (02166) saw a decline of 3.19%, with a latest price of 1.820 - Hua Hong Semiconductor (01347) decreased by 1.47%, with a latest price of 43.040 - Beijing Microelectronics (02149) fell by 1.30%, with a latest price of 56.850 - China Electronics Huada Technology (00085) dropped by 1.23%, with a latest price of 1.600 - Semiconductor Manufacturing International Corporation (00981) decreased by 1.14%, with a latest price of 52.000 [1] Industry Impact - Trump's proposed tariffs of approximately 100% on semiconductors not produced in the U.S. could increase export pressures on China's semiconductor industry in the short term [1] - In the long term, these tariffs may strengthen China's determination for self-sufficiency in semiconductor production [1] - The risks of technological blockade and market fragmentation could lead to decreased global semiconductor efficiency and increased costs [1]