US President Donald Trump Alma General Director Tim CEO Tim Cush, on August 6, 2025 in Washington, D.S. Will take place in Washington.
Win McNney | Getty images
A few months later, US President Donald Trump announced most of its semiconductor tariff plans, but its final threats can produce more questions than answer.
Trump on Wednesday, it introduces a 100% tariff for semiconductors and chips, but not for it Companies This is a building in the United States.
As semiconductors More than $ 600 billion field Any possible tariffs on the basis of a modern digital economy are to a massive weight.
However, experts still do not provide basic information about politics, eventually identify their fullness and forms.
“The effect of tariffs in the semiconductor sector is still an early science director, leader” leading “leading”, “Delivery chain and developing technology” of Futurum Group, “CNBC” reports.
“The final rule is still probably designed and the technical data is not clear.”
Big players are better, little players prepared?
One of the biggest questions for chip players and investors is how much production will require a company to demand free of charge.
He works on a continent in the United States, now for many years. Like the largest semiconductor companies in the world since 2020 Cm and Samsung made hundreds of billion dollars for construction in the US
Speaking about CNBC’s “Squick Brave Asia” on Thursday, James Sudivan, Managing Director and Head of the Pacific Capital JP Morgan’s head means the largest chip producers who will receive these benefits.
If so, the policy can affect “to continue to continue to concentrate market share among the largest players in space,” said Sallivan.
In fact, TSMS and Samsung in the United States have significant investments in the United States and in the United States, Thursday afternoon after Trump’s announcement. At the beginning of this year, TSMC Published This will expand its investments to $ 165 billion in US dollars.
Also, share South Korea with SMSUNG and SK Hynix, SMSUNG and SK Hynix, built in US, and the Korean trading ambassador reported, and the duo reported to 100% of the tariffs.
Whats out of what?
Explains, many other aspects of possible tariffs remain unclear.
Thursday, Asia, Senior Senior Rasgon, Senior Senior Rasgon, Senior Senior Conductors, Most Semiconductors in the United States are like smartphones, pieces and cars.
For example, in 2024, the US imported $ 46.3 billion semiconductor – about 1% of our US imports Information Technology and Innovation Fund.
When rating, rates may be managed by tariffs for these imports, it would be more difficult to fight common tariffs.
“Do we comment on something (trump), only raw semiconductors? Will you have tariffs for completion devices?
Delivered confusences and questions around semiconductor tariffs after starting with the US Department of Commerce Study of national security Import of semiconductor in the sector exempt From Trump’s “mutual” tariffs.
Violation of the Trump Administration is theoretically used to use broad tariffs for the large segment of the electronics network. It is also unknown whether semiconductor materials and production equipment used to produce chips are also unknown.
Chain of complex delivery
Potential tariff strategies can be difficult and more difficult to convert a semiconductor delivery chain.
RasGon gave an example of American Chip Designer Qualcomms, which will be produced in Taiwan and then imported to the US
“This doesn’t mean (chip imports) is not made in TSMC because they are in the USA, TSMC is in the USA? … I don’t know. I hope this would be, “he said.
Another major buyer of semiconductors in the United States is cloudy service providers Amuson Web services and GoontThis is required for Washington’s plans.
Recently transmission Semiconductors from ITIF annually identify more than $ 7 trillion to world economic activities, including AI and Big Data.
The US has a potential sign of American companies that try to move a chip delivery chain, Apple In addition to Trumps of Tim Cook, Wednesday, white house, Texund will supply chips from a Samsung production plant to be delivered in Texas.
The company also raised 100 billion dollars in US investments, for the next four years to $ 600 billion.
