India, May 12 -- As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade tensions.

This is highly unusual, given that financial forecasts are typically one of the most vital indicators of a company's direction and strategy. With rumored tariff rates between 25% and 100%, chipmakers are finding it hard to predict their outlook-especially for the second half of 2025.

Marvell is the latest chipmaker to hit pause, postponing its June 2025 investor day to 2026 amid global trade tensions, and a "dynamic ...