Trump's 300% semiconductor tariff threat prompts portfolio shuffle

Sep 23, 2025

As geopolitical risks rise, investment strategies are increasingly focused on onshoring, currency hedging and reducing reliance on Asia-dependent suppliers.

Trump's 300% semiconductor tariff threat prompts portfolio shuffle

US President Donald Trump has reignited global trade tensions with a bold proposal to impose tariffs of up to 300% on imported semiconductors.

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