The returning Trump administration will embody its “America First” and “Made in America” stance more than ever in 2025. President Trump has stated that he will tariff imports up to 25%, especially with Chinese goods tacking on upwards of a 60% tariff. Trump is also adamant about American independence in the semiconductor industry within the computer and technology sector. Trump has stated his belief that Taiwan has stolen away America’s chip industry.
President Trump has been a critic of the U.S. CHIPS Act and the Inflation Reduction Act. Vivek Ramaswamy, a Department of Government Efficiency (DOGE) co-leader, has also criticized policies and plans to scrutinize wasteful subsidies. Here are two critical semiconductor companies in the computer and technology sector at risk for more trade restrictions and impacts from the Trump Administration.
