August 7, 2025 11:39 PM GMT Global Semiconductors | Asia Pacific Are Semi Tariff (Section 232) Concerns Now Behind Us? This tariff news would appear to be a significant relief for TSMC and Samsung, which should get tariff exemptions with positive implications for tech spending/demand and US SPE given higher capital intensity. We view it as a mixed bag for IDM players and non-US manufacturing exposures. What happened? At a White House press conference discussing the newly announced American Manufacturing Pro ...