欧洲科技_半导体_对美国关税对我们覆盖领域潜在影响的初步看法-Europe Technology_ Semiconductors_ First thoughts on potential implications of US tariffs on our coverage

7 August 2025 | 10:20AM BST Europe Technology: Semiconductors: First thoughts on potential implications of US tariffs on our coverage US President Trump in an Oval Office briefing held yesterday (August 6) announced a 100% tariff on semiconductors imported to the US. That said, we note that the US administration has offered an exemption from these tariffs to companies who have invested in the US, or have pledged to invest in US manufacturing facilities. As such, we highlight that the briefing provided no in ...