The Trump administration is considering a new round of tariffs on imported semiconductors, according to Commerce Secretary Howard Lutnick. The proposal aims to increase pressure on foreign chip supply and encourage more semiconductor manufacturing in the United States.
Lutnick also indicates the policy could include exemptions tied to US manufacturing, though details of eligibility and scope are not specified in the reports. Bloomberg notes the discussion comes as the broader chip supply chain remains relatively optimistic, supported by ongoing demand for AI-related chips in the US. The reporting does not describe how quickly any tariffs would take effect or how the exemptions would work in practice.
