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Trump says drug tariffs probable by August 1, semis coming soon, Bloomberg says

President Donald Trump said he will likely impose tariffs on pharmaceuticals as early as the end of this month and levies on semiconductors will also be coming soon, Jennifer Dlouhy and Justin Sink of Bloomberg reports. This suggests those import taxes could hit alongside broad “reciprocal” rates set to start on August 1. “Probably at the end of the month, and we’re going to start off with a low tariff and give the pharmaceutical companies a year or so to build, and then we’re going to make it a very high tariff,” Trump told reporters. Publicly traded companies in the semis space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN). Large pharmaceuticals include AstraZeneca (AZN), Bristol Myers (BMY), Eli Lilly (LLY), GSK (GSK), Johnson & Johnson (JNJ), Merck (MRK), Novartis (NVS), Pfizer (PFE), Roche (RHHBY) and Sanofi (SNY).

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