{"id":20865,"date":"2025-04-15T06:44:43","date_gmt":"2025-04-15T06:44:43","guid":{"rendered":"https:\/\/www.vtmarkets.com\/?p=20865"},"modified":"2025-04-15T06:44:43","modified_gmt":"2025-04-15T06:44:43","slug":"twindex-rallies-as-us-tech-tariff-shift-signals","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/en-ca\/analysis\/twindex-rallies-as-us-tech-tariff-shift-signals\/","title":{"rendered":"TWINDEX Rallies as US Tech Tariff Shift Signals"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/www.vtmarkets.com\/en-ca\/wp-content\/uploads\/sites\/13\/2026\/03\/image_fx-61-1024x559.png\" alt=\"\" class=\"wp-image-20869\" \/><\/figure>\n\n\n\n<p><strong>Key Points<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>TWINDEX closed at 1661.57<\/strong>, up <strong>0.79%<\/strong> from the open, after peaking at <strong>1663.32<\/strong>.<\/li>\n\n\n\n<li>Trump\u2019s upcoming <strong>tech-focused tariffs<\/strong> expected to target <strong>semiconductors and display components<\/strong>, pushing firms toward <strong>U.S.-based production<\/strong>.<\/li>\n\n\n\n<li><strong>Jefferies estimates only 22%<\/strong> of semiconductor\/display content in an iPhone 16 Pro Max is U.S.-sourced\u2014highlighting room for reshoring.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n\n<p>The <strong>TWINDEX surged sharply this week<\/strong>, climbing from a low of <strong>1420.73<\/strong> to a close of <strong>1661.57<\/strong> as traders priced in the anticipated shift in U.S. trade strategy toward the technology sector. The rally accelerated on Friday and held steady into Tuesday after a <strong>Jefferies research note<\/strong> suggested President Trump\u2019s new wave of <strong>tech-centric tariffs<\/strong> will likely focus on <strong><a href=\"https:\/\/www.reuters.com\/markets\/trump-plans-separate-levy-exempted-electronics-amid-trade-war-lutnick-says-2025-04-13\/\">semiconductors and display components<\/a><\/strong>, key inputs in high-end electronics.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Policy Shift Spurs Sector Repricing<\/h2>\n\n\n\n<p>Trump\u2019s proposed tariffs mark a strategic pivot toward <strong>boosting domestic chip production<\/strong>, with analysts citing the <strong>iPhone 16 Pro Max<\/strong> as a benchmark example. According to Jefferies, only <strong><a href=\"https:\/\/www.cnbc.com\/2025\/03\/28\/jefferies-upgrades-this-chip-stock-due-to-low-china-exposure-compared-to-peers.html\">22% of its semiconductor and display content is U.S.-sourced<\/a><\/strong>, with the majority still manufactured by <strong>TSMC, Samsung, and SK Hynix<\/strong>. The administration\u2019s long-term goal appears to be a <strong>full reshoring of core tech production<\/strong>, a move likely to <strong><a href=\"https:\/\/www.ig.com\/en-ch\/news-and-trade-ideas\/will-trump-s-semiconductor-tariff-strategy-reshape-global-tech-s-250415\">reshape global semiconductor supply chains<\/a><\/strong>.<\/p>\n\n\n\n<p>Jefferies expects <strong>Samsung and <\/strong><strong><a href=\"https:\/\/www.cnbc.com\/2024\/04\/04\/sk-hynix-plans-to-invest-3point87-billion-in-us-chip-facility.html\">SK Hynix to expand U.S. investments<\/a><\/strong>, following in the footsteps of <strong>TSMC<\/strong>, whose Arizona facility has already received multi-billion dollar backing. Markets are now pricing in <strong><a href=\"https:\/\/t.co\/doekYvaCnj\">greater capex allocations<\/a><\/strong><strong> from Korean and Taiwanese tech giants<\/strong>\u2014a likely tailwind for U.S.-based chip foundries and capital equipment providers.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Technical Analysis<\/h2>\n\n\n\n<p>The <strong>TWIndex<\/strong> continues to trade in a <strong>tight consolidation zone<\/strong> following a powerful breakout from <strong>1420.73 to 1674.67<\/strong>, a move that unfolded between April 10 and 12. Since printing the local high, the price has <strong>flatlined just under resistance at 1675<\/strong>, with recent candles showing minimal volatility and low volume, suggesting a classic case of <strong>post-rally exhaustion<\/strong> or accumulation.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/en-ca\/wp-content\/uploads\/sites\/13\/2026\/03\/image-16-1024x448.jpg\" alt=\"\" class=\"wp-image-20866\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em>Picture: Rally pauses just under resistance as consolidation grips the TWIndex, as seen on the <\/em><em><a href=\"https:\/\/vtmarketsapp.onelink.me\/CD7D\/240525WA\">VT Markets app<\/a><\/em><\/p>\n\n\n\n<p>Price remains <strong>above all key moving averages (5\/10\/30)<\/strong>, which are tightly stacked and flattening out\u2014signs of low momentum but also strong structural support. The <strong>MACD<\/strong> has been neutral for several sessions, its histogram hugging the zero line and signal lines running parallel. This indicates a <strong>lack of directional drive<\/strong>, but no meaningful bearish divergence yet.<\/p>\n\n\n\n<p>If <strong>1663\u20131675<\/strong> breaks cleanly, the next leg up could begin. But if the base around <strong>1640\u20131650<\/strong> gives way, traders may look for <strong>a retest of the 1600\u20131620 support zone<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Rotation into U.S. Tech Manufacturing<\/h2>\n\n\n\n<p>The TWINDEX\u2019s rally reflects <strong>rising optimism around reshoring incentives<\/strong>, with chipmakers, display suppliers, and electronics manufacturers all poised to benefit from future subsidies and tax breaks. Investors are also betting on second-order effects: <strong>stronger demand for U.S. industrials, logistics, and high-value engineering services<\/strong> tied to fab expansions.<\/p>\n\n\n\n<p>With resistance now near <strong>1675<\/strong>, and support holding firmly at <strong>1640<\/strong>, a breakout above the recent high could initiate a new leg toward <strong>1700<\/strong>, assuming policy announcements materialise into actionable investment flows. MACD stabilisation and the absence of selling pressure further support the bullish case in the short term.<\/p>\n\n\n\n<p>Would you like a breakdown of specific chip and display stocks poised to benefit from this trend next?<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">Create your live VT Markets account<\/a><\/strong><strong> and <\/strong><strong><a href=\"https:\/\/myaccount.vtmarkets.com\/login\">start trading<\/a><\/strong><strong> now.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tech-weighted index extends breakout amid news of targeted tariffs on imported chip and display components. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":64,"featured_media":20869,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[11],"class_list":["post-20865","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis","tag-indices"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/posts\/20865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/users\/64"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/comments?post=20865"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/posts\/20865\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/media\/20869"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/media?parent=20865"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/categories?post=20865"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/tags?post=20865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}