瑞银：半导体及半导体设备_第 232 条款与出口管制 - BIS局长通话要点

29 June 2025 ab Global Research Equities Americas Semiconductors Timothy Arcuri US Semiconductors and Semi Equipment Section 232 and Export Controls - Takeaways from Call With Former BIS Head Summary Thoughts Following our call with the former Assistant Secretary of Commerce, we believe tariff headlines in the next 4-6 weeks are a bit of a blind spot for many investors. Our expert believes tariffs resulting from Section 232 will come as early as late July or early August with a baseline framework mirroring ...