U.S. Tariff Decision Incoming: Semiconductor & Pharma Sectors on Edge
The U.S. government is preparing to unveil the results of its Section 232 investigation, targeting key global industries including semiconductors, pharma ingredients, servers, and critical minerals. President Trump will have 90 days to respond once the report is released, opening a window for bilateral negotiations—mirroring April’s reciprocal tariff discussions.
Tariff implementation won’t be immediate, but talks of an investment-based framework are circulating, potentially offering reduced tariffs in exchange for structured foreign investments into the U.S. Semiconductor tariffs alone are speculated to fall between 20% and 35%, posing significant implications for global supply chains.
