Officials connected to US President Donald Trump have privately indicated that the planned semiconductor tariffs may not be introduced soon. According to information shared with government and industry groups, there is growing caution inside the administration about moving forward quickly with chip duties due to fears that it could provoke China and add pressure on consumer prices. Sources familiar with the matter said that aides are taking more time to review the possible impact, especially as they aim to avoid triggering another round of trade dispute with Beijing.
A report from a common news agency noted that these discussions have taken place even though public statements from the White House and the Commerce Department deny any shift in the administration’s position. They insist that the tariff plan remains unchanged. Earlier in August, President Trump had announced that he intended to impose a one hundred percent tariff on semiconductors, a move closely watched by major South Korean chipmakers including Samsung Electronics and SK Hynix. He later said the official announcement would come “sometime next week, or the week after,” but no final date has been confirmed.
Recent cooperation between Seoul and Washington resulted in a joint fact sheet outlining trade and security agreements. In it, the US committed to offering semiconductor tariff rates that are “no less favourable” than those offered to any partner with chip trade volumes similar to Korea’s. This has added another layer of attention to the timing and structure of the upcoming policy.
President Trump has relied on Section 232 of the Trade Expansion Act of 1962 to support the proposed tariff. The law allows the president to adjust imports when national security is considered at risk. For now, however, questions remain over when the semiconductor tariff will be officially rolled out and whether strategic concerns will push the administration to slow its pace.
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