American chip makers worry about White House | 'Targeting wrong target'

According to the British "Financial Times" report: The US tariffs on the imminent entry of Chinese goods have caused US semiconductor companies to be deeply worried that their close trade ties with China have been interrupted, and that Washington is aiming to protect the key parts of the US technology industry. .

Chinese courts on Tuesday banned Micron Technology from selling some of its products in China. Micron's memory chips are used in many smartphones, computers and other devices, while the Chinese market accounted for about half of its revenue last year. BMO Capital Markets analyst Seri Vastava said that at a time when US tariffs are about to come into effect, this seems to be a tit-for-tat move. 'It shows how big the chips are in China.'

American companies say that if the Trump administration wants to protect the misappropriation of intellectual property, they use the wrong weapon. The American Semiconductor Industry Association said that the complexity of the semiconductor supply chain means that US companies will lose more than their Chinese counterparts. A small number of chips produced by Intel and other US companies with similar supply chains (including Texas Instruments and Micron) will be returned to the US. Unless exempted, the full value of some of these chips will be subject to tariffs.

As Trump's second proposed tariff list is about to be released, chip share will rise, and US manufacturers' anxiety is rising. Goodrich, global policy director for the Semiconductor Industry Association, said, 'We believe that for our industry Taxation is unreasonable. It is puzzling to see that we are taxing ourselves. '

In addition to Micron, another potential victim may be the US chipmaker Qualcomm's $44 billion acquisition of Dutch chip company NXP. Qualcomm said it believes the deal is being affected by current Sino-US trade relations. influences' .