Some netizens worry that Trump's presidency will have an impact on semiconductor chip stocks.
Based on the experience of the last trade war, Trump's personality as a businessman, such as always starting by announcing a 30% tariff, then negotiating with the other party, and the tariffs implemented afterwards may not necessarily be 30%, but could involve other additional conditions, such as setting up factories in the USA.
Since the year the tariff war started under Trump, many factories have begun to relocate to countries other than China, like Apple choosing to set up bases in Vietnam and India. The continuous lockdowns and zero-tolerance policies in China in recent years have further intensified the relocation of factories.
Actually, TSM also has factories in the USA, and the yield has also improved. TSM has also brought many Taiwanese engineers to the USA.
Overall, regardless of who takes office, confronting China is a consensus of both parties in the USA.
If the news comes out that semiconductor stocks are falling, I will buy on the dip.
But according to the current script, if the news comes out and instead triggers a bearish trend turning into a rise, it means the market has fully priced in.
Semiconductor stocks that I personally keep an eye on include TSM, AVGO, AMD, NVDA, etc.
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