Semiconductors may power everything from Tesla Inc‘s TSLA cars to toothbrushes, but they can’t outrun geopolitics.
With trade tensions heating up again, chip stocks have already taken a 25–30% hit, and JPMorgan analyst Harlan Sur says, “We see the potential for further ~10% downside (range of 5-15%) over the next six months.”
The good news? That may be the final flush before a rebound.
Tariffs Aren’t The Problem – Demand Destruction Is
Despite investor jitters, Sur…
