0437 GMT - Trump's upcoming tech tariffs will likely focus on the semiconductor and display components of imported tech products, Jefferies analysts say in a research note. Using iPhone 16 Pro Max as an example, Jefferies estimates that only 22% of its semiconductor and display-related cost is currently sourced from the U.S. Trump's long-term objective is likely to increase that figure to 100%, they say. The analysts note that these contents are currently manufactured by TSMC, Samsung and SK Hynix--expecting Samsung and SK Hynix to raise their U.S. investments, following TSMC's lead. "However, we see any semiconductor tariffs in the above form likely to be implemented on a 'phased-in' basis, with one year of exemption and then escalating over the next 3 years," they add. (sherry.qin@wsj.com)
(END) Dow Jones Newswires
April 15, 2025 00:37 ET (04:37 GMT)
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