If there is one guarantee in today’s stock market it's that volatility is sure to come back around, as President Trump still navigates through tariff negotiations with leading nations like China and Japan, there is a lot of gray space when it comes to how these deals will affect the technology sector, specifically in names exposed to the chipmaking and semiconductor industry.
While these products and technology were not in the list of items to be tariffed in recent proposals, investors need to be aware that specific export routes to China have been tackled recently, lifting the amount (and type) of chipmaking technology that can get through to Asia’s powerhouse. While this was previously seen as a negative, it actually presents a great opportunity for the leaders in the supply chain.
