Analysts suggest a possible 90-day truce between the US and China ahead of an August deadline, but chip tariffs present a significant challenge for tech firms. Trump could impose tariffs on all products containing chips, complicating supply chains constructed across various countries. This will likely hinder tech firms' ability to quickly adjust to new tariffs, risking both increased prices and stifled AI innovation in the US, while failing to change China's trade stance. A lack of understanding from policymakers could result in reduced access to affordable technology for Americans.
As tech firms brace for chip tariffs, Brzytwa will share CTA's forecast based on a survey of industry experts, revealing the unique sourcing challenges chip tariffs will likely pose.
Trump seems likely to impose taxes not just on imports of semiconductors but of any downstream product that includes a chip.
Experts suggest that now his chip tariffs risk not just spiking prices but throttling AI innovation in the US-just as China's open source AI models shake up markets globally.
Policy that neglects to understand tech firms' positions could be a lose-lose, putting Americans in danger of losing affordable access to popular tech.
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