The US is considering new tariffs on semiconductors; how will this be implemented?

· US media reports that the Trump administration has refused to revisit the terms of the June memorandum of understanding with Iran. This news is bullish for the US dollar and bearish for the stock market. · Kuwait and Qatar have increased crude oil exports via the Strait of Hormuz, with export volumes now recovering to 70% of pre-conflict levels. This news is bearish for crude oil. · The US is considering new semiconductor tariffs, and Lutnick favors linking tariff reductions for foreign companies to investments in the US chip manufacturing industry to stimulate domestic chip production. This news is beneficial for domestic chip manufacturing and detrimental to overseas semiconductors.

TOPONE Markets Analyst

2026-08-28 08:30:00