After a few days of uncertainty, now another reason to believe that the US tariff will soon be applied to computer parts and semiders. The reason is that the United States is investigating the impact of semiconductions and semiconductor manufacturing devices (SME) on national security and their derivative products “(via via Register,
The US Department of Commerce’s notice of application for public comments (NRPC), which is Available to view on the Federal RegisterThe purpose of obtaining public opinions, clearly transparency and legal status, can be a precursor to legislation or regulatory proceedings. In this case, action, of course, can be rates of chip and electronics.
The NRPC of the Commerce Department explained: “On April 1, 2025, the Secretary of Commerce launched the Trade Exports Act (19 USC 1862) to determine the impact of semiconductions, semiconductor manufacturing devices, and their derivative product imports.
“In addition to other things, semiconductor substrates and barefoot, hereditary chips, leading edge chips, micro electronics, and SME components. The derivative product contains pouring products that contain semiconductors, such as electronics supply chain.”
President Trump’s prices have been implemented on the basis of the 1962 Trade Extension Act, Section 232. This Act allows the implementation of national security -based taxes. This is the reason why foreign semiconductor manufacturing investigations into national security investigations are the reason why semiconductor prices can be used to justify.
Of course, this is not the first we have heard about such rates. Despite the discount, Trump recently posted the truth on social social Go to a different tariff “bucket”. US Commerce Secretary Howard Lotank also said that he was exempt from computing products Will soon be tariffed. They say, it is just that these things will not come to the same tariff bucket as it is currently collecting things.
In other words, it seems that this investigation can detect the measurement of another new tariff bucket.
The NRPC has list a few items interested in the Department of Commerce, in which the “domestic production of semiconductor may be able to meet the domestic demand”, “” SME (semi -conductor manufacturing devices) is able to use the domestic production of domestic products, or to expect to be expected to be the only way to use the products. ” Also included.
In addition to considering what domestic powers are, the role of “foreign fabric and assembly, test and packaging facilities”, “including the possibility of export sanctions by foreign countries, including foreign countries’ semiconduted conductors and SME supply chains.”
It paints a clear picture: The United States is considering how viable domestic chip production is and how many waves will be removed from foreign chip production. All for ‘national security’, probably.
It is important to note that the investigation is also “searched for the flowing products that contain semi -conductors, such as they make electronics supply chain”, not only chips themselves.
This really means that almost all markets in the PC Hardware market can be at risk of rising prices, not just CPUs and GPUs. And if NVIDIA is saying that “we can’t fully do the prices” is anything, then if this investigation is raised or turned into new taxes, maybe anyone will be able to do much about it, which is less than transferring production in the United States.
And that, dominant. , End here: Here: Foundation of Production in the United States. TSMC already has its Arizona plant, and NVIDIA is ready to make AI chips and supercomputes in the US, but a lot, Too much Production is still done abroad, and it will take a long time to change it.
Only time will tell where things will end, but I will throw my hat in color with some wild speculation: I don’t think our PC gaming electronics is going to be cheaper.
