Bernstein's Stacy Rasgon on semiconductor tariffs, impact on sector and AMD Q2 results
Within the next week or so, we're going to be announcing tariffs on specifically. This is a, you know, this is a separate class than the 15% tariffs on sort of everything. These are excluded classes.I call them I like to call them excluded like steel, aluminum, etc. We're going to be announcing on uh semiconductors and chips, which is a separate category because we want them made in the United States. That was President Trump uh yesterday right here on Squawkbox. The remarks uh comes just came just hours be ...