Every tech firm in the US heavily relies on the likes of China and Taiwan for its products, whether it involves the wholesale manufacturing of them or the supply of the vast number of semiconductor chips and components required. However, if a purported idea being considered by the Trump administration comes to fruition, they will all need to massively reduce imports and switch to locally-made chips to avoid being hit with a fresh tariff.
That's according to a report by the Wall Street Journal, which claims that Commerce Secretary Howard Lutnick has already mooted the idea with various executives within America's semiconductor industry. If we use Nvidia as an example, it currently relies almost exclusively on companies outside of the US for all the chips and other electronic components that are used to manufacture its graphics cards and AI data servers.
