[일:] 2025년 04월 12일

Recent developments in the semiconductor industry include the U.S. exempting chipmakers like Qualcomm from China’s tariffs on Taiwan-produced chips, benefiting companies and boosting Chinese stocks. Intel’s new CEO, Lip-Bu Tan, aims to revitalize the company focusing on innovation and engineering culture. Pat Gelsinger joins Playground Global to enhance laser technology, while SoftBank acquires Ampere for $6.5 billion to expand its AI semiconductor portfolio. These shifts highlight the industry’s potential for growth amidst geopolitical challenges.

Tesla has launched a new long-range Cybertruck in the U.S. for $69,990, aiming to attract buyers in a competitive electric pickup market. Meanwhile, former President Trump announced a temporary suspension of import tariffs, influencing cryptocurrency and stock markets. However, ongoing trade tensions could impact Tesla’s supply chain. LG Energy Solution reported a 138% profit increase, driven by U.S. tax incentives, despite facing challenges in the electric vehicle battery sector. The evolving landscape presents both opportunities and challenges for investors.

On October 10, U.S. stock markets faced declines as investors took profits after a rally linked to tariff news. Rising U.S.-China tensions raised recession fears, while failure to expand Medicare coverage for weight-loss drugs disappointed investors. Analysts called for the dismissal of HHS Secretary Kennedy over his anti-vaccine stance. Trump’s proposed auto tariffs negatively impacted major car manufacturers, though Tesla gained slightly. The market’s future likely relies on upcoming economic indicators, emphasizing the need for cautious investment strategies amid ongoing uncertainties.

Lucid Group announced a $1 billion issuance of convertible preferred stock to enhance its financial stability. This capital will help repurchase existing stock and fund growth. The company is gaining new orders, particularly from former Tesla customers, but faces challenges with production targets and a leadership transition as CEO Peter Rawlinson steps down. Lucid must navigate a competitive EV market and shifting consumer preferences to ensure long-term viability.

Recent fluctuations in U.S. stock index futures have attracted investor attention amidst tariff rumors and policy uncertainty. Tech stocks like Nvidia showed resilience, bouncing back despite market pressures. The U.S. Department of Defense selected 15 companies for a quantum computing initiative, boosting their stock prices. Overall, investor caution remains due to upcoming tariffs and a cooling economy, even as optimism persists with gains in major tech companies. The interplay between political decisions and market reactions will be crucial in shaping future investment landscapes.