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China’s Chipmakers to See Small Impact From Trump’s 100% Tariff on Imports: CLSA

In the first half of 2025, China’s chip exports to the US reached US$983.7 million, an 11 per cent year-on-year decline, customs data show.

12 Articles

Center

President Donald Trump has sparked confusion with his new policy of imposing 100% tariffs on computer chips that are not manufactured in the United States. At the same time, this announcement has been an impetus for the actions of major semiconductor companies. According to the original report, most foreign-made chips already arrive in the country as part of an assembled product, creating uncertainty as to whether components in devices would als…

Center

President Donald Trump has sparked confusion with his new policy of imposing 100% tariffs on computer chips that are not manufactured in the United States. At the same time, this announcement has been an impetus for the actions of major semiconductor companies. According to the original report, most foreign-made chips already arrive in the country as part of an assembled product, creating uncertainty as to whether components in devices would als…

US President Trump's announcement of a 100% tariff on all semiconductors imported into the US has thrown uncertainty into the global chip supply chain. Despite concerns within the Asian tech community, German semiconductor expert Peter Fintl believes that while this seemingly volatile trade situation may represent a strategic opportunity for European manufacturers, who have long specialized in automotive chips.

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Politico broke the news in on Wednesday, August 6, 2025.
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