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Trump’s Threat to Hit Chips With 100% Tariffs Raises Big Questions

1
August 4, 2025

Six supply chain analysts The New York Times interviewed on Thursday said they were uncertain how the administration might go about imposing and enforcing the tariffs. One route, they suggested, could be to base the tariffs on whether the maker of a finished device, for example an Apple iPhone or an Nvidia A.I. server, had facilities in the United States.

Another way would be to inspect a device’s components to determine whether the maker of its logic chips, like TSMC, or its memory chips, like Samsung, made anything in the United States.

This type of piece-by-piece assessment would be a bigger challenge, said William Li, an analyst focused on semiconductors at Counterpoint Research, a tech research firm.

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Team Counterpoint

Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research report as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer