The Trump administration is considering imposing tariffs on semiconductor manufacturers if they do not comply by requiring them to produce the same amount of semiconductors in the United States as they import.
The Donald Trump administration is reportedly planning to introduce a 1:1 rule that would require semiconductor manufacturers to domestically produce the same amount of semiconductors they import, apparently in an effort to promote domestic manufacturing in the United States.
Exclusive | Trump Takes Aim at Chip Makers With New Plan to Throttle Imports - WSJ
New US gov't rule says chipmakers have to make one chip in the US for each chip imported from another country to avoid 100% tariffs — Trump admin apparently preps new 1:1 chip export rule under new tariff plan | Tom's Hardware
https://www.tomshardware.com/tech-industry/semiconductors/new-us-govt-rule-says-chipmakers-have-to-make-one-chip-in-the-us-for-each-chip-imported-from-another-country-to-avoid-100-percent-tariffs-trump-admin-allegedly-preps-new-1-1-chip-export-rule-under-new-tariff-plan
The Wall Street Journal reported, citing anonymous sources, that the new measure requires semiconductor manufacturers to produce the same amount of semiconductors domestically when they import them from other countries. Companies that cannot maintain this 1:1 ratio over the long term will have to pay huge tariffs.
Commerce Secretary Howard Lutnick has already discussed the idea with semiconductor industry executives, telling them it may be necessary for economic security, the people said.
The Wall Street Journal reports that the issue is of concern to tech executives because semiconductors are ubiquitous in the modern economy, powering everything from smartphones to cars. The new measure will pose a challenge for major companies like Apple and Dell, which import products containing a wide variety of semiconductors from around the world, forcing them to track the origins of those chips and work with chipmakers to match quantities.
Tech companies often build complex manufacturing routes to produce a single product, often manufacturing chips in the U.S. and sending them overseas for assembly, which creates complex tariffs. Meanwhile, semiconductor manufacturers like TSMC, which is based in Taiwan but expanding its U.S. manufacturing base, and Micron Technology and GlobalFoundries, which continue to invest in the U.S., could be in a better position than their rivals.
'The United States cannot rely on foreign imports of semiconductor products that are essential to our national and economic security,' White House spokesman Kush Desai said, adding, 'However, without an official announcement from the administration, reports of policy decisions remain speculative.'
Separately, a measure is also being considered in which companies importing 'electronics' would pay tariffs based on the value of the semiconductors used in those devices, demonstrating President Trump's commitment to semiconductors. Reuters, which reported on the matter, wrote, 'If implemented, this plan would show that the Trump administration is willing to hit a wide range of consumer goods, from toothbrushes to laptops, and could accelerate inflation as it seeks to expand American manufacturing.'
Exclusive: Trump mulls tariffs on foreign electronics based on number of chips, sources say | Reuters
https://www.reuters.com/world/us/trump-mulls-tariffs-foreign-electronics-based-number-chips-sources-say-2025-09-26/
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