According to the latest reports, on the way to Alaska for a meeting with Putin, Trump revealed a policy on Air Force One that could have a significant impact on the global semiconductor industry. He stated that tariff policies on steel and semiconductor chips would be determined within the next two weeks.

Trump mentioned that in June, the import tariffs on steel and aluminum were raised to 50%. More notably, he hinted that the tariffs on semiconductor chips could reach as high as 200% to 300%, a figure that far exceeds market expectations.

In addition, Trump also promised to impose new tariffs on chips and pharmaceuticals within weeks, but specific details have not yet been officially announced. This series of expanded tariff policies demonstrates that he is strengthening protection for key industries.

If this news is true, it will have a huge impact on the global semiconductor supply chain. High tariffs may lead to an increase in chip prices, which in turn will affect the cost of downstream electronic products. At the same time, this may also trigger retaliatory measures from other countries, exacerbating global trade tensions.

Industry experts believe that such high tariffs may accelerate the localization of semiconductor production, but in the short term, it could lead to supply shortages and price fluctuations. This move could also impact the global competitiveness of American tech companies, as they may face higher production costs.

With Trump's statement, the global semiconductor industry is closely monitoring the developments. Governments and relevant enterprises may need to reassess their supply chain strategies and trade policies to respond to potential market changes.