President Donald Trump announced a 100% tariff on semiconductors manufactured outside the United Statesin an attempt to pressure companies to produce chips in US territory. The statement was made at the White House and occurs after a public promise by Apple CEO, Tim Cook, to invest another $ 100 billion to expand its operations in the country.
According to Trump, There will be no tariff collection for companies that manufacture or buy semiconductors within the US. “We will be applying a tariff of approximately 100% on chips and semiconductor. But if you are manufacturing in the United States, there is no charge,” said the president, alongside industry executives.
Impact is beyond technology
The measure can have consequences in various segmentsfrom cars and appliances to computers and cell phones.
With the increase in the cost of importing chips, the final price of electronic products can rise considerably to the US consumer, which lights the warning to a possible inflationary effect in chain.
Trump also said the goal is for the US to produce “almost 50% of the world’s chips in a short time,” starting from an earlier scenario of almost total dependence on Asian factories.
Apple, TSMC and Samsung: the backstage of the pressure
Apple has already started moving its supply chains, predicting produce more than 19 billion chips through TSMC in Arizonaa factory built under the umbrella of the CHIPS and Science Actimplemented during the Biden government. TSMC states that Its capacity is fully reserved until 2027which limits the access of new companies to the immediate local supply.
On the other hand, the Samsung is finalizing his factory in Texasbut faces demand difficulties. Reports indicate that the company would have postponed the completion of the project precisely by the absence of confirmed customers.
Fare can change the trade balance
Even with new domestic investments, internal production is not yet sufficient to supply all US demandespecially in the face of the race for artificial intelligence infrastructure and the constant need for components for everyday items.
Trump’s proposal can put companies in a dilemma: either they make locally and avoid the tariff, or bear with additional costswhich inevitably must be passed on to the end consumer.
It remains to be seen how the practical application of the exemptions announced. For now, it is unclear how many chips does a company need to produce or acquire locally to be eligible for exemption.
We have the largest chip manufacturers in the world coming here. They are going to Arizona and other places. Soon we will be producing almost half of the global chips, starting from scratch ”
Donald Trump, highlighting the weight of investments already ensured to enable the plan, estimated in $ 1.5 trillion.
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Still undefined outcome
Although the intention to strengthen the national semiconductor industry finds support in part of the sector, There are doubts about the feasibility of this large scale replacementat least in the short term.
Consumers can feel the impact directly on the prices of electronic products, while companies will need to accelerate strategic decisions where and how to set up your factories.
Fonte: Associated Press
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Source: https://www.adrenaline.com.br/hardware/donald-trump-tarifa-100-industria-chip-semicondutores-importados/
