The rollout of new semiconductor tariffs — a central part of Donald Trump’s economic agenda — may be slower than anticipated, according to individuals familiar with discussions. Officials are increasingly wary of reigniting tensions with China.
Reports indicate that over the last several days, government partners and industry groups were told to expect a more cautious timeline. The fear is that sweeping tariffs could damage trade relations and disrupt access to rare earth imports.
Insiders emphasize that while implementation could still occur at any moment, the administration is actively weighing alternatives. Delays do not mean cancellation, but the strategy appears less aggressive than before.
Publicly, the White House disputes any claim of policy adjustment, reiterating its focus on manufacturing security. The Commerce Department issued similar statements while declining to provide details on expected timing.
The timing of the debate intersects with rising economic pressures. Higher tariffs on chips could push up costs for consumer electronics, complicating political messaging around inflation. Meanwhile, Washington is trying to protect a newly stabilized relationship with Beijing.