Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

Last Modified

2025-04-07

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TrendForce reports new US "reciprocal tariffs" suppress investment and consumer demand, prompting a downward revision of the 2025 global end-product outlook. While semiconductors are currently excluded, ambiguity surrounding the "US value" exemption clause increases supply chain costs and recession risks. This uncertainty is expected to weaken annual shipment momentum for AI systems, servers, smartphones, and notebooks. TrendForce presents two scenarios: a base case with slowed growth across product lines, and a worst case involving potential trade war escalation leading to severe recession and demand contraction.

＜Total Pages：9＞

Sector: Semiconductors

Tag: Laptop Smartphone AI Server Competitive Landscape Demand Shift Geopolitical Risk Investment & Financing Policy & Regulation Recession Impact Supply Chain Tariff Impact Trade War

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