U.S. considers fresh round of tariffs on semiconductors, report says

U.S. President Donald Trump’s administration is reportedly considering new tariffs on U.S. semiconductors, as tech giants race to beat China in the AI infrastructure buildout.

The duties will be imposed on an expanded range of tech products made alongside chips, including laptops, data center servers, and gaming hardware, eight people familiar with the matter told Politico in a report published Thursday.

The measures, which are still in the early phases and subject to significant changes over the next few months, will be introduced via a staggered roll-out period, according to the report.

The White House did not immediately respond to a request for comment from CNBC, but told Politico: “Reshoring semiconductor manufacturing is a top priority for President Trump, whose policies have already secured hundreds of billions of dollars of investments in this key sector.”

Existing tariffs on Chinese semiconductors were introduced under U.S. President Joe Biden’s administration.

Trump said last year that he was planning to unveil new tariffs on semiconductors and chips, but the measures didn’t materialize. The president also said at the time that he intends to impose tariffs of “approximately 100%” on semiconductors and chips, but there will be no charge for companies building domestically.

In January, the Trump administration did impose a 25% tariff on certain AI chips.

Chinese firms have reportedly been able to access Nvidia’s chips despite heavy U.S. export restrictions. Industry watchers say access to advanced compute via overseas cloud providers is a key factor in Chinese AI models gaining capability.

U.S. legislation is being discussed to plug this loophole, but hurdles remain before it can have an impact, experts previously told CNBC.

— CNBC’s Kai Nicol-Schwarz helped contribute to this report.