Intel, Qualcomm and Micron want Trump to exempt some tariff materials

Giants from Intel, Micron and Qualcomm chips are pressing Trump administration to reconsider semiconductor rates. Companies claim that measures can increase production costs and make it difficult for competitiveness in the international market.

The request was made through a document sent to the US Trade Department, in which Intel asks wafers produced in the United States or by US technologies to receive exemption from tariffs.

Intel also argues that raw materials imported for chip manufacturing should be spared of these taxes, avoiding impacts on prices.

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Risks for American Leadership

Just like Intel, Qualcomm stressed that possible retaliation against US companies could compromise the US global position in the semiconductor sector. The company cited 5G, 6G markets and artificial intelligence as areas especially vulnerable to reprisals from foreign countries.

Jensen Huang of Nvidia also shared this risk to Americans at a news conference with journalists after the Nvidia panel on Computex 2025.

Micron, in turn, showed concern for tariffs on raw materials, production equipment and finished products. The company stressed that a significant part of its revenue depends on SSDs and memory chips, and that global tariffs could affect the competitiveness of its products.

TSMC also asks for adjustments to tariffs

The posture of the three companies follows the position of TSMC. The company has asked the US government to consider business interests and investors already committed to the expansion of semiconductor production in the country.

For a taiwanese manufacturer, tariffs on products manufactured with older technology could increase production costs and reduce demand for chipsaffecting their expansion plans in the US. In addition, the company calls for the review as reciprocity.

Later this year, TSMC announced an investment of $ 100 billion in the US. And with the construction of the third factory in Arizona, the expectation is to create 40,000 jobs in construction and contribute more than $ 200 billion to the US state economy.

Impact on the global supply chain

Qualcomm stressed that The global semiconductor supply chain depends on an interconnected ecosystem. Therefore, any interruption could give rival countries a competitive advantage.

The company also warned that hasty measures could compromise US leadershipespecially if foreign countries eliminate US components from their products in retaliation of tariffs. According to the company, this barrier would make it difficult to advance 6G technology, impairing its access to the global market.

Fonte: eeNews Analog.