The Trump administration may be backing away from its rapid semiconductor tariff rollout, according to insiders familiar with discussions. Officials appear increasingly worried that aggressive action could backfire economically.
Stakeholders were told in recent days that the administration is reassessing the timing. The hesitation stems from fears that Beijing could retaliate by limiting crucial exports, creating shortages for US manufacturers.
Tariffs of around 100% remain under consideration, but insiders say the administration now views caution as essential. The policy’s rollout timeline is actively being debated.
The White House publicly rejects claims of a shift in direction. Still, the absence of a clear timetable suggests internal uncertainty remains significant.
Electronic prices could rise if tariffs are imposed too broadly. With inflation remaining elevated, officials are wary of pushing consumer costs even higher.
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