White House Treads Lightly on Tariff Plan as Semiconductor Strategy Faces Scrutiny

Washington is pumping the brakes on implementing sweeping semiconductor tariffs as officials grapple with the economic and diplomatic risks of confronting China, according to people familiar with internal discussions.
Sources say stakeholders were advised this week to expect delays. The administration is reportedly concerned that aggressive tariffs could trigger supply chain disruptions and weaken access to essential minerals.
Tariffs up to 100% were expected, but the internal tone has shifted toward caution. Officials stress that no final determination has been reached.
The White House denies altering its position, repeating that domestic manufacturing remains a top priority. Yet without a clear timeline, industry leaders say uncertainty is increasing.
Heightened consumer anxieties over inflation complicate the issue further. Electronics powered by semiconductors could rise in price if tariffs are applied broadly.