I think good idea to sell first..... For me not much change, China export to USA is about $590 billion. And combining 70 countries total value is maybe $150 billion (plus 2 penguin) that get 10% Tariff — Tomolo China will announce 100% Tariff.

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KLSEWARRIOR

With Trump imposing another 50% tariff on China, wouldn't this be a net positive for Malaysian OSAT players such as Inari? After all, the US chips will need someone to package. So, Malaysian OSAT players can process China-bound chips, and they can process US-bound chips. So, Malaysia should be the go-to OSAT provider for all the feuding parties. It shouldn't be so bad. After all, Malaysian OSAT stocks have already been punished enough. The 50% additional tariff on China should be a net positive.