Edit: seems like there are no tariffs if you commit to manufacturing in the US, hence Apple’s announcement about a Corning Glass plant for iDevice screen glass in Kentucky today ;)
Samsung and TSMC will be exempt, Apple’s glass plant will exempt them, Intel is obv exempt, I’m pretty sure global foundries and TI are as well.
That doesn’t leave a whole lot of players left to tariff. Seagate has US production and is currently expanding it, at least in Bloomington, MN; does Micron manufacture in the US? Do medical device makers like Boston Scientific and Medtronic make their own semiconductors?
I'm confused. The chips manufactured in the US are not tarriffed (which seems obvious), or like, if you make some screen glass domestically you can import your foreign chips exempt from tarrifs?
gsibble•6mo ago