智通财经APP获悉，富瑞发表研究报告，认为中国对美国进口产品反向征收34%关税，将对半导体或CPU(中央处理器)行业产生最大影响，其中，去年英特尔、亚德诺、德州仪器分别有29%、23%、19%收入来自中国。该行预计，AMD(AMD.US)、华虹(01347)及斯达半导体(603290.SH)将受惠，但同时指出，内地晶圆制造设备(WFE)情况复杂，需求续看淡，由于美国厂方潜在将组装转移至东南亚。
虽然相关公司可以透过将组装、测试及封装(ATP)工作外判予非美国国家，以规避中国关税，但中国亦可能因而下达禁令，阻止使用其汽车、工业芯片，作为进一步反制措施。该行亦相信，本地及其他外国供应商可以在该部分中很大程度上取代美国芯片。
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