Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Thematic (Sector/Industry)

<h2>Summary</h2><ul>
<li>
Raising the import tariffs on technology products: The new Trump government might raise the import tariffs on technology products to stop China dump their products. This should lead the part of the Apple assembly business back to the US. US solar and electric/self-driving automotive industry will be protected.  Consumers will see the cost increase of buying imported technology products, but the action might also drive China's counter-tariff trade war against the US in future. 
</li>
<li>
Cut taxes to…</li>
</ul>

Summary

Raising the import tariffs on technology products: The new Trump government might raise the import tariffs on technology products to stop China dump their products. This should lead the part of the Apple assembly business back to the US. US solar and electric/self-driving automotive industry will be protected.  Consumers will see the cost increase of buying imported technology products, but the action might also drive China's counter-tariff trade war against the US in future. 


Cut taxes to…
