BIST10014.045,68▼ 0.00%Japanese Yen Sends a New Warning Signal to U.S. Tech StocksUSD/TRY47.2366▲ 0.20%Airbnb Co‑Founder Stresses Trust as the Pivot for Real‑World Asset TokenizationEUR/TRY53.6350▲ 0.30%Covid-19 Inquiry Exposes Johnson Government’s Wasted PPE Purchases and Political ConnectionsBTC/USD$63,058.73▲ 0.45%JPMorgan Reports Record Profit as Stock Trading Surges 86%GOLD6.066,12▲ 0.15%Trump's Strait of Hormuz Toll Demands Send Oil Prices SkyrocketingBRENT$86.53▼ 0.00%Why SpaceX and Tesla Are 'Value' Stocks: Tsai Capital's DCF Analysis The Trust Crisis: How Big Tech Stole Your Identity—and the New Model That Takes It BackBIST10014.045,68▼ 0.00%Japanese Yen Sends a New Warning Signal to U.S. Tech StocksUSD/TRY47.2366▲ 0.20%Airbnb Co‑Founder Stresses Trust as the Pivot for Real‑World Asset TokenizationEUR/TRY53.6350▲ 0.30%Covid-19 Inquiry Exposes Johnson Government’s Wasted PPE Purchases and Political ConnectionsBTC/USD$63,058.73▲ 0.45%JPMorgan Reports Record Profit as Stock Trading Surges 86%GOLD6.066,12▲ 0.15%Trump's Strait of Hormuz Toll Demands Send Oil Prices SkyrocketingBRENT$86.53▼ 0.00%Why SpaceX and Tesla Are 'Value' Stocks: Tsai Capital's DCF Analysis The Trust Crisis: How Big Tech Stole Your Identity—and the New Model That Takes It Back

Global MarketsJuly 14, 2026 at 01:19 PM

Trump's Economic Gambit: A New Chip in the War?

724FinanceDr. Yaman Ege

Trump's Economic Gambit: A New Chip in the War?

President Trump's signature on tax cuts and economic stimulus packages could boost both government revenue and consumer spending. However, will this move alter the impact of the China-US trade war on the semiconductor industry? TSMC's capacity constraints and ASML machine demand may limit the effectiveness of this strategy. Chip companies like Nvidia and AMD could face potential price hikes due to the strategic control of rare earth elements. Markets will watch closely how these policies influence production and investment decisions.