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U.S. considers fresh round of tariffs on semiconductors, report says

The proposal would widen duties beyond chips and could tie tariff relief to U.S. factory investment, officials said.

  • On Thursday, Politico reported the Trump administration is considering sweeping new tariffs on semiconductors, citing eight people familiar with discussions about measures to bolster domestic chip production.
  • President Donald Trump previously announced plans for tariffs of approximately 100% on chips last year, though those measures did not materialize; existing tariffs on Chinese semiconductors were introduced under President Joe Biden's administration.
  • Commerce Secretary Howard Lutnick favors tying tariff relief to investment in U.S. chip manufacturing to boost local production, while proposed duties would extend to laptops, gaming consoles, and data center servers.
  • Washington is considering a phase-in period for the new tariffs, and the framework could still be substantially revised in the coming weeks with a staggered roll-out period currently planned.
  • These measures aim to help tech giants beat China in the AI infrastructure buildout, though Chinese firms have reportedly accessed Nvidia chips despite U.S. export restrictions, complicating enforcement efforts.
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The US government seems to be playing with the idea of extending the semiconductor tariffs to products in which the chips are installed. Laptops, game consoles and servers are affected. The Department of Commerce rejects the media report as speculation.

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El Economista broke the news in Mexico City, Mexico on Thursday, August 27, 2026.
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