Trump says he’ll announce semiconductor and chip tariffs

The roller coaster year of the semiconductor industry continues with another major development.

President Donald Trump said about Squawk box of CNBC On Tuesday, his management plans to announce rates on semiconductors and chips as soon as next week. However, the features of these rates remain unclear.

Such rates could cause enough disruption for US devices and AI companies. When the American chips and science act was signed in 2022 – providing $ 52 billion in subsidies to accelerate domestic rag manufacturing – the United States produced only on 10% of global chips. Despite this small manufacturing track, more than Half of global semiconductors are headquartered in the United States

Since then, some advances have been made to accelerate home rag manufacturing. Both Intel and Taiwanese semiconductor manufacturing company (TSMC) Received funding from the ChIPS Act. TSMC was also committed to spending “At least” $ 100 billion Over the next four years on factory plants in the United States

But setting up rag manufacturing plants takes time. Intel recently announced that it is delaying construction On its Ohio Chip Manufacturing installation, Againemphasizing the challenges of rapidly climbing production.

The tariff announcement comes because the industry awaits the AI Management Decision Decipline Export Limitations -rules that control, which countries can buy advanced semiconductions used in AI systems.

The Trump administration formally rewritten Biden’s rag -export rules in May. These rules have established a country-specific, multi-level approach to restriction of rag exports based on national security concerns. The Trump administration then released his AI -AGAD PLAN In July, which emphasized the need for the United States to implement rag export limitations, but was light on the details of what it might look like.

According to reporting of a seed -citing industrial sources, the Trump administration is now Debate or not it has to go through its plan To give up and replace Biden’s AI export rules.

For more about the tumultuous year of the semiconductor industry, we have compiled regularly updated timeline of market news since the beginning of 2025.