Upcoming tariffs of 100 per cent on foreign-made semiconductors are creating further uncertainties for the second half of 2025. Several tech industry executives told me they have modest expectations for the remainder of the year — traditionally a peak season for many sectors.

Taiwanese semiconductor-related stocks rose after President Trump said companies that have committed to investing in the U.S. would be [spared from 100% tariffs](

Global technology stocks advanced on Thursday in a relief rally after the latest tariff salvo from U.S. President Donald Trump largely exempted industry heavyweights from his threat to impose 100% levy on chips and semiconductors.