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U.S. weighs new tariffs on chip imports that could hit technology products
The Trump administration is considering tariffs not only on imported semiconductors but also on laptops, gaming consoles and data center servers. The plan would grant companies investing in U.S. production a tariff-free quota for chip imports, raising concerns about higher costs across the technology sector.
The Trump administration is considering broad tariff options on imported chips as it seeks to increase semiconductor production in the United States. The draft under consideration could cover not only chips brought in from abroad but also various technology products that use these components.
Options include imposing tariffs on laptops, gaming consoles and servers used in data centers. However, the tariff rates and other key details of the measure have not yet been finalized. The framework could change significantly in the coming weeks or months.
Tariff-free quota in exchange for production investment
Commerce Secretary Howard Lutnick supports linking tax benefits that could be offered to foreign companies to their investments in semiconductor production in the United States. The aim of this approach is to encourage production operations to move to U.S. territory.
Under the proposed model, companies would be granted the right to import a certain quantity of chips without paying tariffs. The production capacity that companies commit to establishing or expanding in the United States would determine the size of this tariff-free import quota.
The administration is also considering launching the measure gradually, setting different tariff rates for different countries and creating separate import quotas.
Technology companies concerned about higher costs
As demand for artificial intelligence infrastructure grows, difficulties in supplying advanced semiconductors are increasing the technology sector's concerns about broader tariffs.
Industry representatives warn that potential tariffs could make data center construction more expensive and slow U.S. investment in artificial intelligence infrastructure. Prices for electronic products such as servers, computers and televisions could also rise.
The measures could also affect U.S. companies Nvidia and Advanced Micro Devices, which design chips but rely on manufacturers abroad for production.
White House seeks to move production to the United States
White House spokesperson Kush Desai defended the administration's trade policy and said that moving semiconductor production to the United States was "one of the most important priorities" for President Donald Trump.
Desai said the administration was focused on bringing more investment and economic relief to the American people while also protecting national security.
While polls show that most Americans do not approve of higher tariffs, Trump argues that his tariff policy will make the United States "very rich."
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