TSMC, ASML, Nvidia Drag Down Chip ETFs Amid Trump-Era Policy Revival
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 20 2025
0mins
Source: Benzinga
Impact of Trade Restrictions: Semiconductor ETFs experienced significant declines following reports that the Trump administration may reimpose stricter trade restrictions on China, affecting major companies like TSMC and NVIDIA, as well as large chip ETFs such as VanEck and iShares.
Market Sensitivity to Policy Changes: The potential policy changes highlight the vulnerability of semiconductor assets to geopolitical developments, prompting investors to consider shifting towards ETFs with greater U.S. exposure or those focused on domestic chipmakers.
Analyst Views on COWZ
Wall Street analysts forecast COWZ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COWZ 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.
0 Analyst Rating
0 Buy
0 Hold
0 Sell
Current: 61.970
Low
Averages
High
Current: 61.970
Low
Averages
High
No data
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.
