Trump Hints at 'Substantial' Tariffs on Semiconductors, Adding to Global Economic Uncertainty
President Donald Trump has hinted at 'fairly substantial' tariffs on semiconductor imports, adding to global economic uncertainty. He made these remarks during a White House dinner with tech executives, including Apple's Tim Cook and Meta's Mark Zuckerberg.
Trump did not reveal the exact rate or timeline for these tariffs. However, in August 2025, he proposed a 100% tariff on semiconductors, exempting companies that manufacture domestically or commit to doing so. Major players like TSMC, Samsung, and SK Hynix plan US investments, with TSMC announcing a $165 billion project in Arizona.
Trump's tariff strategy aims to apply political pressure and renegotiate trade agreements. His administration is seeking a Supreme Court review following a lower court's decision against many of his tariffs. Apple recently increased its US investment commitment to $600 billion over four years.
Trump's tariff threats contribute to global economic uncertainty. His proposed semiconductor tariffs, if implemented, could reshape the tech industry's supply chains and international trade dynamics.