US officials are reconsidering the timing of semiconductor tariffs amid concerns that dramatic action could destabilize international tech supply chains. Individuals familiar with the discussions say caution is now guiding policy.
Government partners and industry insiders were informed privately that tariffs may not be issued soon. The risks of provoking China and triggering supply shortages are leading factors.
Despite this shift, tariffs have not been abandoned. Internal debates continue, and tariffs could still be deployed quickly if deemed necessary.
White House officials continue to publicly deny any policy changes but have not offered specifics on implementation timelines.
Tariff increases could hit consumers by raising costs on smartphones, laptops, household electronics and automobiles — all heavily dependent on semiconductors.