The Commerce Department has started looking at semiconductor imports as the Trump administration pushes for American self-sufficiency in chip production. A recent Federal Register filing shows the department wants to boost domestic chip markets, suggesting tariffs are coming and help for producers like Intel may follow.
Officials plan to check how well American manufacturers can meet demands for advanced chip technology. The investigation focuses mainly on supporting companies with US-based facilities that can deliver high-end processes, with Intel Foundry standing out as the primary candidate. The probe will also examine how foreign nations might restrict exports, likely referring to Taiwan's grip on core chip technology.
Nothing has been decided yet, but the new Commerce Department appears more aggressive about expanding American chip production. This approach should benefit Intel despite its recent struggles. The company has positioned itself as the leading US chipmaker, especially with progress on its 18A manufacturing process.
With TSMC building facilities in America, the government must choose between supporting foreign or domestic producers. The recent investigation suggests the Trump administration prefers American companies. Trump previously mentioned that current tariff exemptions are temporary, with a separate semiconductor tariff coming soon.
Officials plan to check how well American manufacturers can meet demands for advanced chip technology. The investigation focuses mainly on supporting companies with US-based facilities that can deliver high-end processes, with Intel Foundry standing out as the primary candidate. The probe will also examine how foreign nations might restrict exports, likely referring to Taiwan's grip on core chip technology.
Nothing has been decided yet, but the new Commerce Department appears more aggressive about expanding American chip production. This approach should benefit Intel despite its recent struggles. The company has positioned itself as the leading US chipmaker, especially with progress on its 18A manufacturing process.
With TSMC building facilities in America, the government must choose between supporting foreign or domestic producers. The recent investigation suggests the Trump administration prefers American companies. Trump previously mentioned that current tariff exemptions are temporary, with a separate semiconductor tariff coming soon.
