Trump to unleash more tariffs on semiconductors and chips
Bloomberg Television·2025-08-07 11:15

Semiconductor Industry & Government Initiatives - The CHIPS Act received bipartisan support and aims to boost domestic chip manufacturing [1][2] - The administration views attracting corporate investment in domestic manufacturing as a key achievement [3] - The CHIPS Act initially saw little progress in terms of actual construction and production [4] Trade & Tariffs - A potential 100% tariff on chips and semiconductors imported into the United States was mentioned [5] - Analysts are skeptical that a 100% tariff will be implemented, suggesting a more realistic range of 40-50% [7] - The president's tariff threats are viewed as a negotiation tactic [8] Apple's Supply Chain - Apple is aiming to create an end-to-end silicon supply chain within the United States [9] - Apple has committed to sourcing 100% of the glass for its products in the U S [10] - In-line assembly will still be conducted outside of the U S, indicating that a fully domestic supply chain is not yet feasible [10][11]