Semiconductors have little direct risk from trade war tariffs, says Bernstein's Stacy Rasgon
CNBC Television
@cnbctelevisionAbout
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Don’t miss a market moment, Stream CNBC+ now: http://www.cnbc.com/WatchCNBCPlus
Latest Posts
Video Description
Stacy Rasgon, Bernstein Research U.S. semiconductors senior analyst, joins 'Closing Bell' to discuss Advanced Micro ahead of its earnings and the tariffs impact on the chip trade. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC https://www.cnbc.com/select/best-credit-cards/ #CNBC #CNBCTV
Secure Your Semiconductor Needs Now
AI-recommended products based on this video

BOSGAME P2 Plus Mini PC - Intel Core i7-12700H, 32GB DDR5, 512GB NVMe SSD | Thunderbolt 4, Triple 4K Display| Dual 2.5G LAN, WiFi 6, Bluetooth 5.2 | Win11 Pro Desktops for Work Gaming

Dell Inspiron 3030 Desktop - Intel Core i7-14700 Processor, 16GB DDR5 RAM, 1TB SSD, Intel UHD 770 Graphics, Windows 11 Pro, Onsite & Migrate Service - Mist Blue

GEEKOM A7 Max Mini PC (Flagship Level Performance), AMD Ryzen 9 7940HS (Up to 5.2GHz),Mini Computer 16GB DDR5 RAM and 1TB PCIe 4.0 SSD, Windows 11 Pro, Quad 8K Display, USB4, Dual 2.5G LAN, Wi-Fi 6E

GEEKOM A8 AI Mini PC (3-Year Quality Support) with AMD Ryzen 9 8945HS Mini Computers, 32GB DDR5 RAM&2TB M.2 2280 NVMe Gen4*4 SSD, Windows 11 Pro Mini Desktop, WiFi 6E/BT5.2/USB4/8K/Quad Display

GMKtec K11 Mini PC, AMD Ryzen 9 8945HS(8C/16T, Up to 5.2GHz) W11 Pro, 32GB DDR5 RAM 1TB Mini Desktop Computer, HDMI/DisplayPort/USB4*2

MINISFORUM AMD Ryzen 9 9955HX MS-A2 Mini PC (16C/32T, up to 5.4GHz), 64GB DDR5 1TB SSD, PCIe×16, HDMI/2x USB-C (8K@60Hz), 2X SFP+ 10G, 2X 2.5G LAN, 3X SSD M.2 (2280/22110/U.2)

Corsair RM1000e Fully Modular Low-Noise ATX Power Supply - Dual EPS12V Connectors - 105°C-Rated Capacitors - 80 Plus Gold Efficiency - Modern Standby Support - Black

Motherboard Fit for Gigabyte Z490 AORUS Master LGA 1200 ATX Gaming Motherboard Support I9-10900K I7-10700K I5-10600K DDR4 3×M.2 1×PCI-E X16

Asus ROG STRIX Z890-A GAMING WIFI Z890 LGA 1851 ATX motherboard, Intel® Core™ Ultra Series 2 Ready, Advanced AI PC-ready, 16+2+1+2 stages, DDR5, WiFi 7, 2.5G, 5x M.2, Thunderbolt™ 4, USB Type-C, AI OC

Asus ROG Strix 27” QHD HDR400 USB-C Gaming Monitor(XG27ACS)-2560x1440, 180Hz, 1ms, Fast IPS, 133% sRGB, Extreme Low Motion Blur Sync, G-Sync Compatible, DisplayWidget, Tripod Socket, 3 Year Warranty

Asus ROG Strix 32” 4K HDR Gaming Monitor (XG32UCG) – 3840x2160, Dual Mode (4K 160Hz/FHD 320Hz), 0.3ms, Fast IPS, Extreme Low Motion Blur Sync, USB-C, G-SYNC Compatible, Tripod Socket, 3 yr Warranty

Asus ROG Strix 27” 4K HDR USB-C Gaming Monitor (XG27UCG) – UHD (3840x2160) Dual Mode (4K 160Hz or FHD 320Hz), 1ms, Fast IPS, Extreme Low Motion Blur Sync, G-SYNC Compatible, AI Gaming, 3yr Warranty

Samsung 990 EVO Plus - 4TB PCIe Gen4. X4, Gen5. X2 NVMe 2.0 - M.2 Internal SSD, Speed Up to 7,250 MBs, Upgrade Storage for PC-Laptops, HMB Technology and Intelligent Turbowrite (MZ-V9S4T0B/AM)
![SAMSUNG 870 EVO SATA SSD 500GB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E500B/AM [Canada Version]](https://m.media-amazon.com/images/I/911ujeCkGfL._AC_UL960_FMwebp_QL65_.jpg)
SAMSUNG 870 EVO SATA SSD 500GB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E500B/AM [Canada Version]
![SAMSUNG 870 EVO SATA III SSD 4TB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E4T0B/AM [Canada Version]](https://m.media-amazon.com/images/I/71W2nK7LUrL._AC_UL960_FMwebp_QL65_.jpg)
SAMSUNG 870 EVO SATA III SSD 4TB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E4T0B/AM [Canada Version]
![SAMSUNG 990 PRO SSD 4TB PCIe Gen4 NVMe M.2 Internal Solid State Hard Drive, Up to 7,450MB/s, Heat Control, Direct Storage and Memory Expansion, MZ-V9P4T0B/AM [Canada Version]](https://m.media-amazon.com/images/I/81WuG6lQuDL._AC_UL960_FMwebp_QL65_.jpg)
SAMSUNG 990 PRO SSD 4TB PCIe Gen4 NVMe M.2 Internal Solid State Hard Drive, Up to 7,450MB/s, Heat Control, Direct Storage and Memory Expansion, MZ-V9P4T0B/AM [Canada Version]

【DDR3 RAM】 GIGASTONE 16GB Kit (2x8GB) DDR3/DDR3L 1600MHz (1333MHz) PC3-12800 (PC3-10600) CL11 1.35V/1.5V 2Rx8 UDIMM 240 Pin Unbuffered Non ECC High Performance PC Desktop Memory Upgrade

【DDR3 RAM】 GIGASTONE 32GB Kit (4x8GB) DDR3/DDR3L 1600MHz (1333MHz) PC3-12800 (PC3-10600) CL11 1.35V/1.5V 2Rx8 UDIMM 240 Pin Unbuffered Non ECC High Performance PC Desktop Memory Upgrade

TEAMGROUP Elite DDR4 16GB Kit (2 x 8GB) 3200MHz PC4-25600 CL22 Unbuffered Non-ECC 1.2V SODIMM 260-Pin Laptop Notebook PC Computer Memory Module Ram Upgrade - TED416G3200C22DC-S01

MOSISO Compatible with MacBook Air 13 inch Case 2025 2024 2023 2022 M4 A3240 M3 A3113 M2 A2681, Plastic Hard Shell&Keyboard Cover&Screen Film&Pouch for MacBook Air 13.6 inch Case, Crystal Clear

MOSISO Compatible with MacBook Air 13 inch Case 2021, 2020-2018 Release A2337 M1 A2179 A1932, Plastic Hard Shell&Keyboard Cover&Screen Film&Storage Bag for MacBook Air 13.3 inch Case, Crystal Clear

Spigen Case for iPhone 16 Plus Case, Liquid Crystal Glitter Designed for Apple iPhone 16 Plus - Crystal Quartz

Pink Unicorn Carrying Case Compatible with Nintendo Switch Lite with Crystal Glitter Soft Protective Case Cover+Screen Protector+Stickers, Hard Storage Case Accessories Kit for Girls Birthday Gift

CORSAIR iCUE Link XD5 RGB Elite LCD Pump-Reservoir Unit - D5 PWM Pump - 480x480 IPS LCD Screen - 22 Addressable RGB LEDs - 440ml Nylon Reservoir - White

CORSAIR iCUE Link XC7 RGB Elite CPU Water Block - Transparent Flow Chamber - 24 RGB LEDs - Fits Intel® LGA 1700, AMD® AM5 and Older - White

CORSAIR Hydro X Series iCUE Link XH405i Custom Cooling Kit – Hardline Water Cooling Loop – XC7 Elite CPU Water Block – XD5 Elite D5 Pump Res – XR5 360mm Radiator – 3X QX120 RGB Fans







































