The president of the United States, Donald Trump, has announced plans to Increase tariffs on the manufacture of foreign chips. A measure that puts in the target the Asian producing countries such as Taiwan, South Korea or China, but will end up impacting on all world technology.
“In the very close future, we will apply tariffs to the foreign production of computer chips, semiconductors and pharmaceutical products to return the production of these essential goods to the United States of America”Trump said in the House of Representatives, emphasizing that the incentive will be that “They won’t want to pay a tax of 25, 50 or even 100 percent”.
Tariffs have long been Trump’s favorite exchange currency, who has frequently promoted them as an economic incentive to force foreign suppliers to manufacture in the country and/OA bend in geopolitical issues. Import tariffs are generally paid by those who import products and components to the country, so high tariffs will reduce sales and encourage suppliers to supply products locally to avoid levies, or eliminate foreign suppliers in favor of nationals , or what is more likely, they will cause the final buyer to have to load with additional costs.
If the upload of tariffs to the manufacture of chips is confirmed, There will be a generalized Price increase In all world technology, in electronic product, servers or services that depend on semiconductors. The price increase will cause, in turn, a sales decrease and with it the margins of income and benefits of companies. Although tariffs would apply in the United States, they would end up affecting the entire planet, both for the increase in costs and the dependence of the world of Asian production channels that Trump wants to tax.
The president did not miss the opportunity to criticize the main American technology companies, such as Apple, AMD, Broadcom, Nvidia or Qualcomm, for manufacturing its processors in countries like Taiwan and commission the main World Foundrie, TSMC. He also stressed that the proposed tariffs would leave companies with no other option to invest in national production facilities to avoid high taxes and argued that government subsidies such as the CHIPS law were unnecessary and counterproductive.
A total change of policies that in addition to leading to another ‘economic war’ can have serious repercussions on world technology, in the sale of components such as CPU, GPU, memories or storage, as well as in the sale of computers at the consumption level and also in the investments that are expected to grow strongly in 2025. If Trump allows it …