Trump Drops 100% Tariff Shocker On Semiconductors: These ETFs Are Dodging It
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 07 2025
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Source: Benzinga
Tariff Announcement Impact: President Trump announced a 100% tariff on foreign-made semiconductors unless companies build fabs in the U.S., positively affecting stocks like Apple and Taiwan Semiconductor Manufacturing Co. (TSMC), while raising questions about which ETFs will benefit or suffer from these changes.
ETF Winners and Losers: Semiconductor ETFs with U.S.-based manufacturing, such as VanEck and iShares, are likely to gain, while those with exposure to Asian tech supply chains, like iShares MSCI All Country Asia ex Japan ETF, may face risks due to potential tariff impacts.
Analyst Views on AAXJ
Wall Street analysts forecast AAXJ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AAXJ is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
