How is the semiconductor industry reacting to tariffs and current levels of uncertainty?

How is the semiconductor industry reacting to tariffs and current levels of uncertainty?

July 22nd, 2025
Session 1: 9:00 - 9:55 am CEST
Session 2: 5:00 - 5:55 pm CEST  

Join our semiconductor experts

In the early months of 2025, the semiconductor industry continued its trajectory of growth and recovery. This momentum was largely driven by AI-related segments, while other areas - particularly those serving the automotive and industrial end markets - experienced softer demand.

The tariff announcements in April sparked a significant global sell-off in semiconductor stocks.  Although share prices have partially rebounded since then, we are beginning to see a shift in industry  sentiment for 2025 and 2026 in response to ongoing tariff threats and market uncertainty.

In this webinar, we will begin by analyzing performance and outlook across various industry segments, with a particular focus on the evolving sentiment. We’ll then examine industry valuations in relation to long-term growth expectations.

We will conclude with a discussion of potential strategies to navigate the current period of heightened uncertainty and the changing industry landscape.

 

We look forward to welcoming you to one of our two virtual sessions. Please register and select a date!

 

Kind regards,
Nikolaus Lehmann, Partner Industrials

 

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