Semiconductor tariffs long promoted by the Trump administration may face delays as US officials privately emphasize caution, fearing a renewed trade conflict with China.
Industry sources say stakeholders were informed that tariff implementation may not be imminent. Concerns center on preserving access to critical rare earth minerals necessary for chip production.
Despite the slowdown, triple-digit tariffs remain possible. The administration continues debating the optimal timing.
The White House insists that policy remains unchanged but offers no clarity on rollout dates. Commerce officials echo that sentiment.
Consumer markets could suffer if tariffs raise the cost of electronics and appliances. Inflation remains a key concern as policymakers weigh their options.
US Pauses on Chip Tariffs as Officials Seek to Prevent New Trade War
