US Tariffs on China to Create "Category 5 Price Storm" for US Tech Consumers, Wedbush Says

MT Newswires Live2025-04-08

US President Donald Trump's tariffs on China will create a "category 5 price storm" for tech consumers in the US and drive global market share gains for Chinese tech companies over the coming years, Wedbush Securities said in a Tuesday note.

"50% China tariffs, 32% Taiwan tariffs would essentially cause a shut-off valve from the US tech landscape and in the process cause every electronic to go up 40%-50% for consumers," Wedbush said.

Trump's plan understates the complexity of Asia's supply chain, leaving US companies like Apple (AAPL), Nvidia (NVDA), Microsoft (MSFT), and Advanced Micro Devices (AMD) vulnerable, according to the investment firm.

The tariffs would also cause a significant slow down in the "AI Revolution trade," Wedbush analysts said.

Price: 184.84, Change: +3.38, Percent Change: +1.86

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment