TOKYO/PALO ALTO, U.S. — The Trump administration’s steps toward extending its tariffs to the semiconductor industry threaten to upend a complex cross-border supply chain as the U.S. and other countries push to bring everything within their own borders, a development that could lead to oversupply.
The U.S. on Monday launched an investigation into chip imports that could pave the way for tariffs on semiconductor devices and chipmaking equipment.