$Enovix (ENVX.US)$ Given that the U.S. could raise tariffs a...
Given that the U.S. could raise tariffs again on Chinese goods, including lithium-ion batteries for electric vehicles and energy storage, there is potential for disruption in the supply chain of China-made batteries. This disruption could indirectly lead to an increase in the prices of batteries made in China for consumer electronics as well. In such a scenario, there may be greater opportunities for Enovix to gain market share in the consumer electronics battery segment, as phone OEMs may seek to diversify their supply sources to mitigate the risks associated with supply chain issues. For example, companies like Apple and Samsung, which currently source batteries from Chinese manufacturers, may become more inclined to look for batteries made in other countries to avoid tariff-related risks. Enovix stands a good chance of benefiting from these shifts in the near future, with potential opportunities for growth.
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In the midst of chaos, there is also opportunity - The Art of War
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