Semiconductor ecosystem will defy US tariff wall

In the AI era, origin of components is too complicated to unravel

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2025-04-23semiconductor

Major players in the global semiconductor industry are watching the Trump administration's flip-flops on tariffs for the sector anxiously. © Reuters

Yoichiro Sato is a professor at Ritsumeikan Asia Pacific University in Japan.

On April 3, U.S. President Donald Trump said tariffs on semiconductor imports will start "very soon." The remark followed his announcement of "reciprocal tariffs" on all imports at varying rates, depending on the level of alleged trade barriers imposed by Washington's trading partners.

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