The Trump administration is quietly slowing the rollout of its long-promised semiconductor tariffs, according to several people briefed on behind-the-scenes discussions. The shift reflects growing concern about provoking China at a fragile moment.
Sources say officials have spent days informing companies and government partners that tariff implementation may take longer than previously expected. The hesitation stems from fears of supply chain disruption and the risk of another trade war.
Despite the delay, tariffs remain a possibility at any moment. Triple-digit taxes on chip imports have been part of Trump’s economic message since August, though internal debates about timing have intensified.
White House representatives continue to publicly deny any change in direction, insisting the administration’s goals remain focused on national security and domestic production. No specific timetable has been offered.
Higher tariffs could increase consumer prices across electronics-heavy sectors — including smartphones, laptops, vehicles and appliances — an unwelcome trend amid persistent inflation. Trump is also attempting to preserve a temporary trade peace following his recent meeting with China’s president.