As of April 14, 2025, the U.S. government announced new tariffs on imported semiconductor products, expected to be implemented within the next one to two months, with rates starting from 25% and gradually increasing. This policy aims to reduce reliance on foreign chips and promote domestic manufacturing. Although previous tariff exemptions for electronic products such as smartphones and computers have lowered the overall import tax rate, Secretary of Commerce Gina Raimondo emphasized that these exemptions are temporary, and related products will fall under the new semiconductor tariff scope.

This move has attracted widespread attention from the market. Some analysts are concerned that this could exacerbate inflationary pressures, affect consumer spending, and impact the supply chain in the technology sector. At the same time, China has imposed tariffs on imported goods originating from the U.S., increasing rates to 125% in response. Additionally, the China Semiconductor Industry Association has clarified that the origin of integrated circuits is defined as the location of the wafer fabrication plant, which means that chips produced in the U.S. may see price increases due to tariffs.

Investors should closely monitor the impact of policy changes on the semiconductor industry, particularly regarding potential effects on companies such as Intel (INTC), AMD (AMD), and Nvidia (NVDA). Moreover, given the complexity of global supply chains, companies may adjust their production layouts to adapt to the new trade environment.