chips are the new oil' is groundwork for that. And tariffs based on the most advanced chips should be easier than something like steel .At the end of the day it would contribute to reduced margins for NVDA and AMD by a couple points but that would be offset eventually by increased commercially viable supply. The elephant in the room for Intel is the structural cost disadvantage, needs to be addressed somehow. I think they are just assuming it gets taken care of through tariffs (or continued subsidies) and plowing forward. $Intel(INTC)$
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