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'Very Shortly': Trump Warns Of Tariffs On Semiconductors From Firms Not Moving Base To US

Daniel Nenni

Admin
Staff member
US President Donald Trump (Photo: AP)

US President Donald Trump (Photo: AP)

Donald Trump has warned of imposing tariffs on semiconductor imports from companies that do not shift production to the United States.

Speaking ahead of a dinner with major technology company CEOs, the US President said he had a discussion with people over the matter and that the tariffs would be coming up “very shortly".

“Yeah, I have discussed it with the people here. Chips and semiconductors, we will be putting tariffs on companies that aren’t coming in. We will be putting a tariff very shortly," Trump said without giving an exact time or rate.

“We will be putting a very substantial tariff, not that high, but a fairly substantial tariff with the understanding that if they come into the country, if they are coming in, building, planning to come in, there will not be a tariff," Trump told reporters.

“If they are not coming in, there is a tariff," Trump said in his comments on semiconductors.

“Like, I would say (Apple CEO) Tim Cook would be in pretty good shape," he added, as Cook sat across the table.

Since returning to the office in January, Trump’s threat of tariffs has alienated trading partners, stirred volatility in financial markets and fueled global economic uncertainty.

The US President has made tariffs a pillar of the US foreign policy, using them to exert political pressure and renegotiate trade deals and extract concessions from countries and companies that export goods to the United States.

According to Reuters, iPhone maker Apple recently raised its total domestic investment commitment in the US to $600 billion over the next four years as tech leaders have warmed up to Trump in his second term.

Last month, Trump had said that the United States would impose a tariff of nearly 100 per cent on imports of semiconductors but it will not apply to companies that are manufacturing in the US or have committed to do so.

In the latest, Trump has faced legal pushback in his use of tariffs. His administration has asked the US Supreme Court to swiftly hear a bid to preserve his sweeping tariffs pursued under a 1977 law meant for emergencies after a lower court invalidated most of the levies that have been central to his economic and trade agenda.

 
How are medium size companies, especially fabless, supposed to "shift production to the United States" ??
I thought we'd reached peak moron, but the economically illiterate POTUS's "golden age" of import taxes knows no bounds.
This is why he renamed DoD to Department of War. Move your company or we blow up your office building with a Tomahawk Missile

Just remember, He threatened LBT said he needed to be fired, then gave him BILLIONS early and eliminated all the Intel requirements for Chips act money. TACO forever
 
What does this even mean?

Is he saying he'll tariff semiconductors or the products that use them?

If a company, with no US manufacturing, imports their product that uses chips into the US, they will pay a tariff on the product?

Or is he saying that companies that buy chips from companies that don't have manufacturing (fabs?) in the US, will be tariffed on the cost of those chips?

Or something else?
 
How are medium size companies, especially fabless, supposed to "shift production to the United States" ??
I thought we'd reached peak moron, but the economically illiterate POTUS's "golden age" of import taxes knows no bounds.

Just commit to do so would seem the answer to their problems
 
How are medium size companies, especially fabless, supposed to "shift production to the United States" ??
I thought we'd reached peak moron, but the economically illiterate POTUS's "golden age" of import taxes knows no bounds.

Politics are entertaining, just don't take it too seriously or your frontal lobe will get mushy.

My understanding is that LBT is out selling 18A and 14A, trying to fill fabs. The NOT TSMC market has never been so hot as it is today so I think he will be successful. The question is how many 14A fabs will Intel build based on customer customer wafer agreements?

We probably will not know until mid 2026. I have also heard that Intel is pushing 14A internally so I don't understand David Zinsiner saying TSMC content will increase. Maybe that is for current designs that will go into HVM over the next couple of years? Or is Intel Products still actively designing to TSMC instead of Intel Foundry? Big mistake if they are. I seriously doubt LBT will allow that as he is reviewing all design starts personally or so I'm told.

The other question I have, will Intel 14A use HNA-EUV? I have not heard a word about it since Pat Gelsinger left. That would be a big CAPEX hit.
 
We probably will not know until mid 2026. I have also heard that Intel is pushing 14A internally so I don't understand David Zinsiner saying TSMC content will increase. Maybe that is for current designs that will go into HVM over the next couple of years? Or is Intel Products still actively designing to TSMC instead of Intel Foundry? Big mistake if they are. I seriously doubt LBT will allow that as he is reviewing all design starts personally or so I'm told.
Zinser said Intel is currently 70/30 Split for Wafers for future it is yet to be decided.
On a side note there is a very funny thing I heard regarding the Internal External debate apparently nova lake has a 4+8 Tile on 18AP initially that got moved to N2 after pat was laid off and when Intel had two CEOs very big mistake as that could have been a volume driver for 18A.

More Wafers are coming back into Intel fabs that is for sure and it should be that way if you wanna run the foundry.
 
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