Noticias y eventos de Array Technologies Inc (ARRY)ARRYArray Technologies Inc

Trump Considers New Semiconductor Tariffs Impacting Multiple Companies

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.SEMICONDUCTOR TARIFFS:The Trump administration is considering broad new semiconductor tariffs that could extend to chip-containing products such as laptops and data-center servers, potentially raising AI infrastructure costs while linking tariff relief to U.S. manufacturing investment, Politico's Ari Hawkins and Gabby Miller. The administration is also mulling a phase-in period for the new tariffs, people familiar with the matter say. Publicly traded companies in the space include AMD, Intel, Marvell, Microchip, Micron, Nvidia, Qualcommand Texas Instruments.GRID EQUIPMENT:President Trump signed an emergency order that bars the U.S. purchase or installation of certain foreign-made, bulk-power system electrical equipment, and associated software, where it could pose cybersecurity or operational risks, Jennifer Dlouhy of Bloomberg, citing a White House official. Publicly traded companies in the solar space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.DRUG PRICING DEALS:The Trump administration is set to announce new drug pricing agreements with several midsized biotechs, trading Medicaid discounts tied to international prices for exemptions from certain Medicare pricing pilots and, in some cases, tariff relief, Bloomberg's Nyah Phengsitthy, Rachel Cohrs Zhang, and Madison Muller. Publicly traded companies in the space include Neurocrine Biosciences, Exelixis, Alnylam, BioMarin, United Therapeutics, Ionis, Bio-Techne, and Alkermes.DATA-SHARING DEALS:The Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Courtenay Brown of Axios. The Labor Department has signed memorandums of understanding with "a lot of these tech companies," acting Labor Secretary Keith Sonderling told Axios.

Trump Signs Executive Order to Protect Polysilicon Industry

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.POLYSILICON:The executive orderin part, "Polysilicon is the base material underpinning the security of America's semiconductor and solar-power supply chains. Yet for decades, America has allowed foreign countries to weaken United States producers in the polysilicon sector -- eroding our economic and national security. Today, I am taking action to put a stop to these practices and revitalize the United States polysilicon sector...In light of these findings and the other findings in the Secretary's report, the Secretary recommended a range of actions to adjust imports of polysilicon and polysilicon derivatives so that such imports will not threaten to impair the national security of the United States. The Secretary recommended the establishment of minimum import prices for polysilicon and polysilicon derivatives to create a protected domestic market that allows United States producers to compete free from global distortions. The Secretary also recommended that I impose a 15 percent ad valorem rate of duty on downstream polysilicon derivatives. The Secretary recommended that these two remedies be accompanied by an onshoring program to encourage companies to build new United States polysilicon, ingot, wafer, and cell production facilities...The applicable minimum import prices for imported polysilicon and polysilicon derivatives shall be: $21 per kilogram for polysilicon; $100 per kilogram for polysilicon ingots and wafers; $0.22 per watt for solar cells; and $0.38 per watt for solar modules." Publicly traded companies in the solar energy space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.VACCINES, AUTISM EXECUTIVE ORDER:Trump administration is planning to issue an executive order on vaccines and autism next week, prompted by the President's interest in seeing more action, Rachel Cohrs Zhang, Riley Griffin, and Skylar Woodhouse of Bloomberg, citing people familiar with the matter. Options to be discussed include research initiatives, both forward- and backward-looking studies, the sources added. Publicly traded companies that make vaccines include Johnson & Johnson, Pfizer, BioNTech, Moderna, Novavax, GSK, AstraZeneca, and Emergent BioSolutions.INTEL STAKE:IntelCFO David Zinsner received a call from a U.S commerce department official last year, who floated the idea of taking a 10% stake in the company, but Zinsner was bluntly told any transaction was not up for negotiation, Michael Acton of The Financial Times, citing an internal Intel memo and sources close to the process. In order for the stake to reach the 10% demanded by President Trump, Intel would need to convert billions in manufacturing grants from the 2022 Chips Act as well as $3.2B worth of contracts from the Department of Defense into equity. While the company's board initially resisted, it eventually acquiesced and the government took its stake, saving the company from a possible break-up. Intel has since pulled in a $5B investment from Nvidiaand a $2B investment from SoftBank. While the alliance with President Trump alone will not be enough, the investment definitely reversed its narrative of decline.