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U.S. President Donald Trump announced he will unveil his administration's stance on semiconductor tariffs this coming Monday. Speaking to reporters aboard Air Force One on Saturday, Trump said, “I’ll give you that answer on Monday,” when asked about potential changes to tariff policy impacting the global semiconductor industry.
The semiconductor sector has become a central issue in U.S.-China trade relations and global supply chain security. Amid rising geopolitical tensions and increasing domestic pressure to boost chip manufacturing at home, the Biden administration—before Trump’s return to office—had implemented measures to limit China’s access to advanced semiconductor technology. Trump’s upcoming announcement could signal a continuation, reversal, or escalation of these policies.
Industry stakeholders, including major chipmakers and tech companies, are closely watching for any changes that could affect supply chains, investment strategies, and international trade dynamics. The U.S. semiconductor industry has long called for policy clarity and government support to compete with heavily subsidized rivals in Asia.
With global chip demand surging due to AI, electric vehicles, and 5G expansion, any move by the White House could significantly impact pricing, production, and international cooperation. Tariff changes could also influence stock markets, particularly shares of semiconductor giants like Intel, Nvidia, and AMD.
Trump’s brief comment adds to mounting speculation about whether his administration will introduce new tariffs on imported semiconductors or relax existing ones to ease inflationary pressures. Investors and policy analysts alike are preparing for Monday’s announcement, which may shape the direction of U.S. tech competitiveness and global trade policy for the coming years.
Stay tuned for Trump’s official policy reveal, which could redefine the landscape of the global semiconductor industry.
