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QUALCOMM 2019

7 Posts
Weetwel
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www.hln.be/ihln/apple-en-chipgigant-q...

Apple en chipgigant Qualcomm hebben hun slepende ruzie over patenten bijgelegd. Daarbij heeft de iPhone-maker beloofd voortaan royalty’s te gaan betalen aan Qualcomm. De vele lopende rechtszaken en geschillen tussen de twee concerns zijn daarmee in een klap opgelost.

Mist zijn effect niet en noteert meteen +20% sinds deze middag
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Had deze op mijn Watch list gezet. Kijk nu weer even en mijn hemel, wat een rit de afgelopen maand!

Laat duidelijk zien hoe volatiel het allemaal wordt. Het is oppassen geblazen maar ook zijn er kansen om mooi in te stappen, al lijkt mij dit bij Qualcomm nog niet het moment....
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En je zou het positieve advies maar hebben opgevolgd van IEX, op 2 mei. Stond toen rond de 87 euro.... En advies blinkt nu nog steeds rechts van me op de site....
whoiam
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Hopper58
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It's getting complicated:

April 12, 2025 2:23 AM3 min read
Trump Tariff Wars: China's New Rule To Exempt Nvidia, Qualcomm And Others From Levies, But These Chip Companies Will Be Hit With 125% Tariffs
by Ananya Gairola Benzinga Staff Writer

On Friday, China's General Administration of Customs implemented a new rule that determines the country of origin for semiconductor products based on the location of wafer fabrication — not where the chips are designed, developed, or packaged.

What Happened: As a result of this development, chips designed by U.S.-based companies like Nvidia Corporation, Advanced Micro Devices, and Qualcomm Inc. but manufactured by foundries in Taiwan, such as Taiwan Semiconductor Manufactoring Co. Ltd and United Microelectronics Corporation, will be exempt from China's 125% retaliatory tariffs on U.S. imports, reported Tom's Hardware.

However, this rule delivers a blow to U.S. chipmakers like Intel Corporation and Texas Instruments, which fabricate their chips domestically.

InChina Semiconductor Industry Association (CSIA) issued a notice clarifying that the "country of origin" for all chips — packaged or unpackaged — will be bassed solely on where the wafers were processed.

Because China considers Taiwan part of its own territory, chips produced in Taiwanese fabs are not subject to the punitive tariffs, even if designed and sold by American firms.

The China Semiconductor Industry Association has issued an urgent notice regarding the rules for determining the "country of origin" of

Why It Matters: This change effectively divides U.S. semiconductor firms into winners and losers. Designers like Nvidia, AMD, Broadcom Inc. , and Qualcomm benefit from outsourcing production to Taiwan, which keeps their products tariff-free and their access to China intact.

As trade tensions escalate, gold has reached new heights, surpassing $3,200 per ounce. As traditional markets face uncertainty, gold remains a steadfast asset. American Hartford Gold offers expert guidance to help you diversify and protect your investments.

Meanwhile, chipmakers with U.S.-based fabrication operations—such as Intel's fabs in Arizona and Oregon and GlobalFoundries' Fab 8 in New York—are now disadvantaged.

www.benzinga.com/markets/25/04/447774...
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