The Trump administration is considering a broad new tariff package targeting semiconductors. The measures could cover not only chips but also a wider range of semiconductor-dependent electronics, including laptops, gaming consoles, and data center servers.
U.S. Commerce Secretary Howard Lutnick has endorsed a framework that would allow foreign companies to qualify for tariff relief if they commit to investing in semiconductor manufacturing within the United States. The move is intended to strengthen domestic chip production.
Washington is also weighing a phased rollout of the proposed tariffs, though the framework remains subject to significant revisions in the coming weeks or months.
In May, U.S. Trade Representative Jamieson Greer said the government was not planning to introduce new semiconductor tariffs in the near future. However, he emphasized that tariffs could help protect the industry and encourage chipmakers to bring manufacturing back to the U.S.
The possibility of fresh tariffs on semiconductor imports has sparked concern across the U.S. technology sector, which is already grappling with a shortage of advanced chips as demand surges from the rapid growth of AI‑driven data centers.
Industry groups broadly support President Trump’s efforts to expand semiconductor manufacturing in the U.S. but warn that advanced chip facilities require billions of dollars in investment and can take years to build. Meanwhile, American companies are expected to remain dependent on Asian suppliers, including Malaysia, South Korea, and Taiwan. Taiwan alone produces more than 90% of the world’s most advanced chips.
Most semiconductor imports into the U.S. come from Asian trading partners. While Washington is seeking to strengthen domestic chip production, trade officials and national security advocates remain concerned about the risks of relying heavily on Taiwanese semiconductors.
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