4 Undervalued Tech & Industrial Stocks to Profit from US-China Trade Thaw

The fragile truce in US-China trade tensions, announced on May 12, 2025, has injected a critical dose of optimism into global markets. While tariffs remain elevated and structural barriers linger, the 90-day tariff reduction to 10% and suspension of export controls create a window for investors to capitalize on sector-specific valuation gaps in tech and industrial stocks. For value hunters, this is a rare moment to buy high-quality names at discounted prices, primed to surge as supply chains realign and risk appetite rebounds.

1. Amkor Technology (AMKR): The Semiconductor Packaging Play

Why now?
Amkor’s specialty lies in semiconductor packaging and testing—a critical link in global chip supply chains. With the temporary rollback of tariffs on Chinese-manufactured semiconductors, AMKR’s clients (including major Chinese chipmakers) will see reduced costs for outsourcing packaging services. The stock trades at just 7.2x forward EV/EBITDA, a 40% discount to its 5-year average and a stark contrast to peers like ASE Group (12.5x).

Catalyst:
The suspension of China’s rare earth export controls removes a key bottleneck for chip manufacturers reliant on materials like dysprosium and terbium. AMKR’s exposure to 5G and AI-driven chip demand positions it to capture a rebound in semiconductor capital spending.

2. C.H. Robinson (CHRO): Supply Chain Logistics Leader

Why now?
As trade barriers ease, companies will rebalance supply chains—reducing reliance on just-in-time models and diversifying production hubs. CHRO, the world’s largest third-party logistics provider, stands to gain from increased demand for cross-border freight management. Its valuation of 14.3x forward P/E is 25% below its 5-year average and half that of FedEx (30.1x).

Catalyst:
The suspension of U.S. port fees on Chinese vessels (set to take effect later in 2025) reduces operational friction for CHRO’s Asia-Pacific operations. Meanwhile, its $1.2B acquisition of Kuehne + Nagel’s air freight business (finalized Q1 2025) gives it a strategic edge in high-margin air logistics.

3. Equinix (EQIX): The Cloud Infrastructure Play

Why now?
Data center giant Equinix operates in 34 markets, including 8 in China. Reduced trade barriers and thawed diplomatic ties will boost cross-border data flow, a core competency for EQIX’s interconnection services. Despite its 5G and AI tailwinds, EQIX trades at 32x forward P/E, a 15% discount to its 5-year average and 20% below Digital Realty’s (DLR) 40x.

Catalyst:
The U.S.-China deal’s suspension of non-tariff measures like China’s “unreliable entities list” removes a key risk to EQIX’s China operations. Meanwhile, its $15B backlog of committed revenue underscores structural demand for hybrid cloud infrastructure.

4. Lam Research (LRCX): Semiconductor Equipment Leader

Why now?
Lam’s deposition systems are critical to chip manufacturing, with 30% of its revenue tied to China. The tariff truce reduces the cost burden for Chinese chipmakers like SMIC, who will likely accelerate capex to close the technology gap with U.S. firms. LRCX trades at 22x forward P/E, a 30% discount to its 5-year average and below peers like ASML (28x).

Catalyst:
The suspension of U.S. port fees on Chinese ships and reduced tariffs on semiconductor components will lower Lam’s supply chain costs. With global chip demand expected to grow at 8% annually through 2027, LRCX’s pricing power and backlog (up 15% YTD) signal strong earnings visibility.

The Bottom Line: A Strategic Entry Point

The US-China truce is far from a permanent fix—the 90-day window leaves fentanyl tariffs, trade deficits, and non-tariff barriers unresolved. Yet for investors, this is a high-conviction moment to buy stocks trading below their intrinsic value while macro risks recede.

These four names—AMKR, CHRO, EQIX, and LRCX—are undervalued relative to peers, exposed to China-US trade corridors, and leveraged to structural trends like AI, 5G, and global supply chain reconfiguration. With the S&P 500’s tech sector up just 2% YTD versus its 2023 peak, this is a rare chance to buy growth at a value price.

Act now: the thaw won’t last forever.