Although the US-China trade war is likely to affect the export capacity of US semiconductors, market analysts say that US semiconductors are not affected much because the mainland is difficult to find suppliers that replace the United States from local or other regions. Markets Insider reports that the US President The trade war initiated by Donald Trump has caused the mainland to respond with a $50 billion US commodity tariff. Some US semiconductor products have been included in the tax list, but analyst firm Cowen pointed out that US chip maker NVIDIA And Intel (Intel) can be harmless. Cowen analyst Matthew Ramsay mentioned in the report that the commercial risk in memory and semiconductor capital equipment is lower, and the exposure rate of the mainland market of most semiconductor suppliers in the United States is about 15~. 30%, exposure vendors include Qualcomm, Intel, NVIDI and Broadcom. However, these chip makers are not facing any real risks because Continental chip buyers have almost no other options. Ramsay believes In fact, the trade war that is completely uncompromising in the middle of the United States will inevitably damage the important technology giants in the mainland. Global competitiveness, although the mainland has been investing in semiconductors to make local chip makers more competitive, these companies are relatively small, and the mainland still relies heavily on imports of semiconductors from the United States. According to Nikki, the mainland Every year, more than $200 billion in semi-finished products are still imported from the United States. Ramsay continues to refer. He believes that mainland fabs are still behind competitors for several years, such as Intel, TSMC, Samsung Electronics and Global Foundries. Factory, therefore does not think that the mainland can find a substitute for the US supplier.
