President Donald Trump announced on September 5, 2025, that his administration would impose tariffs on semiconductor imports from companies that do not shift their production to the United States. This statement was made ahead of a dinner with major technology company CEOs.
This policy aims to incentivize domestic manufacturing and reduce reliance on foreign semiconductor suppliers. However, it places significant pressure on global chipmakers, including ON Semiconductor, to re-evaluate their manufacturing footprints.
The potential imposition of such tariffs could lead to increased operational costs and supply chain complexities for companies unable to quickly relocate production. This further escalates trade tensions and introduces uncertainty for the semiconductor industry.
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