US Semiconductors, Communications Equipment and Hardware_ US Tariff Update_ Uncertainty & Management Optimism

10 Feb 2025 09:54:39 ET │ 13 pages US Semiconductors, Communications Equipment and Hardware V i e w p o i n t | US Tariff Update: Uncertainty & Management Optimism CITI'S TAKE In this report we summarize tariff commentary from US hardware companies from week 1 of earnings, recap Citi's US equity strategist and global tech team's initial thoughts on US tariff policy implications. Updated Thoughts — Uncertainty continues to surround US tariff measures as the 25% tariff on imports from Mexico and Canada is sus ...