President Trump says the tariff of chips is “very soon”

President Trump’s overwhelming global tariff has rocked the stock market since its announcement on Tuesday, with almost every major technical company. The semi -conductors were more than an immediate effect, as chips from Taiwan and other countries were exempted. Most of the electronics in the United States are backed by chips made in Asia, which means that the customs tariff will have a significant impact on prices. But Trump told the White House press on Thursday that the customs tariff will be imposed on semiconductors “very soon”.

Indeed, the customs tariff for foreign -made goods prompted Nintendo to announce a delay in US pre -exchange requests 2 while assessing the potential impact of definitions. And klana, startup, Buy-Pay-Pay-Later, Mimi, to allow customers to allow customers Pay the price of food delivery operations In installments, The planned public subscription delayed Friday. Global economic uncertainty may hurt the work of work to finance Chipotle Burritos through unprecedented loans.

President Trump has already threatened to impose a major tariff on the semiconductors that were made abroad as the United States aims to build more important technology locally. China Shanghai closed in 2022 The outbreak of Covid-19 is at the risk of relying on the long international supply chains for basic manufacturing. TSMC, one of the main chips makers who make products for the likes of NVIDIA and Apple, adhered to more than $ 100 billion to open production, research and development facilities in the United States, but the scaling takes a long time. Dan Eve, analyst at Wedbush Securities, estimated It will take Apple three years and 20 billion dollars to transfer ten percent of manufacturing to the United States

If President Trump is trying to make the United States more competitive in manufacturing, it makes sense to include flakes in definitions. Local manufacturers such as Intel rely on foreign -made devices to create their chips locally, and with a tariff tariff, these devices will cost more, which means that the chips themselves will not be able to compete abroad.

Tom devices detailed How to increase the prices of chips under the new definitions:

For example, if there is a 25 % tariff on the NVIDIA AI graphics processing unit that the company sells for $ 50,000 with a total margin of 75 %, NVIDIA will have to announce a value of $ 12,500 and pay import fees of $ 3,125. Such a tariff will either hurt NVIDIA margins or make their graphics processing units more expensive for buyers in America. For the next generation data centers from Elon Musk, which is It is scheduled to contain a million Graphics processing unitsThis means $ 3.125 billion of additional costs.

President Trump said that the definitions imposed on Wednesday are aimed at creating a level of manufacturing. Although it makes sense to transfer some manufacturing to the United States, doing so take many years. Local -made products will remain more expensive than the alternatives made abroad. Work in the United States is expensive, and adds the protection and regulations of workers to this burden. America has always been a service economy; People in the United States do not want to do hard work.

Some sectors, such as the chip industry, may be viable to the United States because they are marginal companies higher than commodity commodities such as script or shoes. But it is unclear whether the material products made in the United States will be able to compete worldwide. The largest economy in the world is skilled in services – product design, code writing – and leaving elbow work to other countries. Even if the manufacture of strong goods returns to America, there is a wide range Many of them will be automaticAs with Tesla’s Optimus Robot. Amazon continued to invest heavily in automating its factories.

Under the customs tariff, one can imagine Americans who pay more for low -quality goods, especially making the new tax a decline for low -income Americans. For companies, American companies can make less competitive because business does business will be higher. This is at a time when China is racing in fields such as artificial intelligence and cars.

Many economists believe that the budget deficit, currently faced by the United States, means that the country is spending more imported goods than it is issued. But there are other ways to balance books that will not harm Americans in this process, such as negotiating drug prices.

Federal Reserve Chairman Jay Powell He said on Friday Trump’s tariff is likely to know “higher inflation and slow growth”, and warned that unemployment may rise after several months of strength. But he added that the federal reserve will not reduce interest rates immediately, which may mix the effect. This means that Powell does not plan to save Trump despite the wide criticism of the definitions between the business community.