India, Sept. 9 -- Amid escalating U.S. tariffs and intensifying geopolitical tensions, Liftr Insights, a leading provider of alternative data analytics for the cloud, AI, and semiconductor industry, has created a tariff report detailing how trade policies are reshaping global supply chains and investment strategies in the semiconductor sector.

Financial services repricing risk

U.S. tariffs are forcing financial institutions to recalibrate risk models for semiconductor firms. Companies with diversified supply chains and domestic fabs are commanding premium valuations, while those exposed to tariffed regions face margin compression and capital flight. Liftr Insights data supports short- and long-term investing strategies so financial serv...