For now, the sweeping import tariffs enacted by the U.S. government do not tax imports of semiconductors. Still, the Trump administration is preparing separate tariffs for sectors like semiconductors, pharmaceuticals, and possibly critical minerals. Apparently, Trump expects to impose tariffs on chips 'very soon.'

Although the new import tariffs imposed by the Trump administration do not tax semiconductor imports, they do tax imports of wafer fabrication equipment (WFE) made outside of the U.S. and used by American chipmakers. As a result, companies like Intel, GlobalFoundries, Samsung Foundry, and TSMC will have to pay at least 20% more for chipmaking tools...

Donald Trump introduced a sweeping set of import taxes on Wednesday that targeted nearly all U.S. trading partners — but offered a notable exemption for the high-tech industry. The tariffs include a flat 10% fee on all incoming goods beginning April 5, followed by higher, customized rates for about 60 countries starting April 9.

Sweeping tariffs unveiled by US president Donald Trump on Wednesday will have ripple effects across the tech industry, according to experts who study global trade. The measures, which include a minimum 10 percent tariff on most countries and steep new import duties on key US trading allies like Europe, China, Vietnam, India, and South Korea, sent stocks nosediving in after-hours trading.

The US' CHIPS and Science Act, which has long been touted as a major move to boost the US' domestic chip industry, appears to be at a crossroads. US Commerce Secretary Howard Lutnick has signaled he could withhold promised grants as he pushes companies in line for federal semiconductor subsidies to substantially expand their US projects, Bloomberg reported on Tuesday, citing eight people familiar with the matter.

ACCELERATING INVESTMENT INTO AMERICA’S ECONOMY: Today, President Donald J. Trump signed an Executive Order establishing the United States Investment Accelerator...The Investment Accelerator will be responsible for administering the CHIPS Program Office, where it will deliver the benefit of the bargain for taxpayers, negotiating much better CHIPS Act deals than the previous Administration.

An indictment was unsealed yesterday charging Mohammad Jawaid Aziz, also known as Jawaid Aziz Siddiqui and Jay Siddiqui, 67, of Pakistan and Canada, with conspiracy to violate U.S. export laws and violating U.S. export laws. Siddiqui was arrested on March 21 in the Western District of Washington while attempting to cross into the United States from Canada.

The Chinese mainland will continue to invest more in new computer chipmaking equipment than any other geographical region in 2025, despite a significant year-on-year decline, Reuters reported, citing a report released by industry group SEMI on Wednesday.

Recent reports indicate that counterfeit models of the GeForce RTX 4090 have emerged in China, closely resembling genuine manufacturer cards, such as the Palit GeForce RTX 4090 Gamerock. Even upon disassembly, these fakes initially appear legitimate, with printed circuit boards (PCBs) matching those of the RTX 4000 series.

Supplyframe report highlights the unpredictable global trade policy fluctuations - long-held norms to crumble, assumptions to evaporate.