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The Impact of Tariffs on the Global Semiconductor Supply Chain

Paige Tanner
The Impact of Tariffs on the Global Semiconductor Supply Chain

China (FXI) is the global manufacturing hub of semiconductor and consumer electronics. The US tariffs would make goods manufactured in China expensive for US companies, encouraging them to move their operations or supply chains away from China. According to DRAMeXchange, 40% of the global server demand comes from North America as big cloud companies like Google and Amazon order in bulk.