花旗：中国半导体-90 天关税缓征带来温和利好

V i e w p o i n t | 12 May 2025 08:43:24 ET │ 9 pages Greater China Semiconductors 90-Day Tariff Reprieve a Mild Tailwind CITI'S TAKE The US and China jointly announced a 90-day pause on tariffs added since Apr 2. The US levies on Chinese imports would drop from 145% to 30% by May 14 while China levies on US imports from 125% to 10%. We view the tariff pause as a slight positive for China semiconductors. Selected semiconductors are already exempt from reciprocal tariffs. Today's tariff reprieve reduces 2H25 ...