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Plans for sweeping semiconductor tariffs are slowing as US officials privately emphasize the risks of implementing them too quickly.
Industry leaders were informed that the government is reassessing the timing. Fear of Chinese retaliation — particularly regarding rare earth exports — is influencing deliberations.
Tariffs up to 100% remain a possibility, but insiders say the administration is not rushing its decision. Ongoing debates continue behind closed doors.
White House and Commerce officials deny any shift in policy direction while providing no timeline for action.
Chip tariff-related price increases could eventually reach consumers, deepening inflation challenges already affecting everyday goods.