India, April 8 -- Trump shocked the world again with sweeping reciprocal tariffs, set to take effect on April 9 for certain countries. While semiconductors aren't directly targeted yet, Tanwanese industry insiders told Economic Daily News this could still be a worst-case scenario-dampening end-user demand and potentially derailing hopes for a 2025 market rebound.

The report, citing a source from a Taiwanese IC design firm, notes that chipmakers had anticipated steady growth through at least Q3 and stronger momentum in the second half-but that optimism is now rapidly fading.

China-dependent chipmakers: Less US impact, tough local competition

While Taiwan's direct IC exports to the US are limited, chipmakers could still feel the heat if ...