Trump says he will announce a tariff of semiconductors and chips

The Rollercoasster continues in the semiconductor industry with another significant development.

President Donald Trump said Ali Squawk cnbc box On Tuesday, his administration plans to announce the customs tariff on semiconductor and chips at the earliest time next week. However, the details of these definitions are still unclear.

These definitions can cause a significant disruption for our companies and artificial intelligence companies. when American chips and science law It was signed in 2022 – $ 52 billion of subsidies was saved to enhance the manufacture of local chips – the United States only produced 10 % of the international chips. Despite this small fingerprint, more than Half of the international conductors companies Its headquarters is located in the United States

Since then, some progress has been made to enhance the manufacture of local chips. both of them Intel Taiwan is a semiconductor manufacturer (TSMC) Received funding from the chips law. TSMC also committed to spending At least 100 billion dollars Over the next four years on the chips manufacturing factories in the United States

But preparing the chips manufacturing factories takes time. Intel recently announced that it was Delaying construction On the facility to manufacture Ohio slices, once againHighlighting the challenges of increasing production quickly.

The declaration of customs tariffs comes at a time when the industry is awaiting the administration’s decision regarding the limitations of exporting artificial intelligence chips – the rules that control countries that can buy semiconductor -semiconductors used in artificial intelligence systems.

Trump administration Nullify The rules of exporting the AI management chip for the Biden Administration in May. These rules have created a special and multi -layer approach to restrict chip exports based on national security concerns. Then the Trump administration issued Artificial Intelligence Action Plan In July, which emphasized the United States’s need to implement chips export restrictions but shed light on the details of what could seem.

According to a report from Semafor CITING Industry Sources, the Trump administration is now Discussing whether or not it should go through her plan To cancel and replace Biden export rules.

To learn more about the troubled year in the semiconductor industry, we assembled a Regularly updated timetable From market news since the beginning of 2025.