Trump Administration Mulls Semiconductor Import Cuts; Tariffs Target Firms Missing Domestic Chip Ratios, WSJ

According to The Wall Street Journal, the Trump administration is evaluating a policy to curb semiconductor imports by imposing tariffs on companies that fail to maintain prescribed ratios between imported chips and domestically produced chips. The proposal ties market access to sourcing metrics, reflecting a regulatory emphasis on supply chain resilience and strengthening U.S. manufacturing capacity. The framework under discussion could reshape procurement incentives and influence corporate decisions around onshore investment and production allocation. The Wall Street Journal report outlines the core mechanics of the plan, while specific ratio thresholds, covered product categories and implementation timelines have not been publicly confirmed by officials.