
"For months, the Trump administration has warned that semiconductor tariffs are coming soon, leaving the tech industry on pins and needles after a chaotic year of unpredictable tariff regimes collectively cost firms billions. The semiconductor tariffs are key to Donald Trump's economic agenda, which is intended to force more manufacturing into the US by making it more expensive to import materials and products."
"However, as 2025 winds down, the US president faces pressure on all sides to delay semiconductor tariffs, insiders told Reuters, and it appears that he is considering caving. According to "two people with direct knowledge of the matter and a third person briefed on the conversations," US officials have privately told industry and government stakeholders that semiconductor tariffs will likely be delayed."
Semiconductor tariffs proposed by the administration threaten to raise costs for tech firms and consumers and are central to a strategy to push chip manufacturing back to the United States. The president campaigned against CHIPS Act subsidies, arguing for taxing imports instead and using revenues to reduce debt. Officials opened a Commerce Department probe and at one point threatened tariffs up to 100 percent. Industry and government stakeholders have been privately told that the tariffs will likely be delayed amid political pressure, concern about disrupting a US-China trade truce, and reluctance to raise prices during the holiday shopping season.
Read at Ars Technica
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