How rising input costs, tariffs impact tech? [Video]

Ipek Ozkardeskaya Swissquote Bank Ltd

US crude tumbles, silver plunges, and copper pulls back — all while the geopolitical heat from Iran cools slightly. But in tech, the cost story is just heating up. Nvidia’s H200 chips can now be sold to China, but a 25% fee collected when the chips pass through the US raises costs. China, meanwhile, has effectively halted H200 imports, adding another layer of uncertainty.

TSMC beats earnings expectations thanks to strong AI demand, but building new fabs in the US is costly and time-consuming.

While metal prices are down this morning, the debasement trade continues to support the bullish outlook. How that impacts technology companies? Who feels the heat?

TSMC beats earnings expectations thanks to strong AI demand, but building new fabs in the US is costly and time-consuming.

Author

Ipek Ozkardeskaya

Swissquote Bank Ltd

Ipek Ozkardeskaya began her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked in HSBC Private Bank in Geneva in relation to high and ultra-high-net-worth clients.

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