The Semiconductor Sector Fallout Amid Tariffs & Trade Risks

Masahiro Wakasugi, Bloomberg Intelligence

17-Apr-25 07:30

The Semiconductor Sector Fallout Amid Tariffs & Trade Risks

Pause
Embed

The global semiconductor industry is entering a critical phase, amid escalating US-China tensions, driven by Washington tightening export controls as well as prohibitive tariffs. Masahiro Wakasugi of Bloomberg Intelligence breaks down the cost pressures, supply chain shifts, and strategic pivots plus what comes next for giants like ASML and Nvidia.

Image Credit: Shutterstock.com

Produced by: Tun Hizami Hashim

Presented by: Shazana Mokhtar, Wong Shou Ning, Aisalli Ayub

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, technology, economy, Corporates, international, government

Tags: semiconductors, chips, tariffs, donald trump,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Christopher Wong, FX Strategist, OCBC Bank gives us an outlook for Asia FX.

7:45 AM

Morning Brief

Dr. Deborah Elms, Head of Trade Policy at the Hinrich Foundation explains the impact of the Supreme Court delaying its ruling on Trump’s tariffs and the resulting US-EU trade tensions.

8:00 AM

The Breakfast Grille

Edison Kong, Managing Director of Solar District Cooling Group Berhad, reflects on the company’s first year as a listed entity and its shift toward long-term recurring energy solutions.

8:30 AM

Morning Brief

Professor Dr Joanne Lim, Dean of the Faculty of Arts and Social Sciences at the University of Nottingham Malaysia, examines why a Freedom of Information Act matters and what meaningful transparency could look like at the federal level.

8:45 AM

Morning Brief

Dr. Renard Siew, Climate Change and Sustainability expert, discusses implications of the proposed national climate change bill.

9:00 AM

Opening Bell

(REPEAT) Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) Christopher Wong, FX Strategist, OCBC Bank gives us an outlook for Asia FX.

9:35 AM

Ringgit & Sense

Rajen Devadason, licensed financial planner talks about EPF's Retirement Income Adequacy framework.

10:05 AM

Open For Business

11:00 AM

Tech Talk

Quantum risk is no longer theoretical. As quantum computing threatens today’s encryption, banks and governments face urgent decisions. Wo Swee Teck, Managing Director of Securemetric Technology, discusses why PQC matters now, what NACSA’s directive means for Malaysia, and how organisations can move from legacy encryption to quantum-safe security.

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Edison Kong, Managing Director of Solar District Cooling Group Berhad, reflects on the company’s first year as a listed entity and its shift toward long-term recurring energy solutions.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Beyond the Ballot Box

An expert shares the key problems with our urban planning & design today and key principles to build an equitable city for everyone.

4:05 PM

Health & Living

A U.S.-Malaysia trade deal signed last year dictates that medical devices and pharmaceuticals from the U.S. no longer need local approval in Malaysia. We speak to an expert about what this means for us.

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Talkback Thursday

PROGRAMMES