美国半导体 - TACO 时代已过，关税时代来临- U.S. Semiconductors - The age of TACO is over, the time of the Tariff has come...
2025-08-11 02:58
7 August 2025 U.S. Semiconductors and Semiconductor Capital Equipment U.S. Semiconductors - The age of TACO is over, the time of the Tariff has come... Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com For some time we have been awaiting the resolution of the 232 investigation that was to bring semiconductor-specific tariffs to the industry. And on Wednesday afternoon Trum ...