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The Semiconductor Tariff Nightmare
Summary by Zeihan on Geopolitics
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The Semiconductor Tariff Nightmare
A poorly designed and destined to backfire tariff has just been announced; this time, the Trump administration has turned its focus to high-end semiconductors.Putting tariffs on semiconductors is nearly impossible to do cleanly. There are thousands of types, production stages, and end uses. So, the Trump admin thought it would be a good idea to tariff them based on the end use, rather than where they’re made. The only problem is that most import…
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