https://www.investopedia.com/news/5-chip-stocks-risk-expanding-trade-war/ I wonder if it's an intentional jab at silicon valley? We're going to be taxing products made abroad for American companies basically.
This lacks understanding of both how the semi supply chain works as well as the tariff structures. I think semi/hardware stocks are down due to macro uncertainty.
Tariffs definitely hurt but see more on the macro/demand side rather than the supplyside. I see this as an opportunity to pick up some semi-related names, like mu/lrcx/tsem/amba/lite