Chips, China, and Consequences: Navigating the Impact of Trump's Technology Tariffs
Understanding the Long-Term Effects of Tariff Policies on Chipmakers and Markets
4 Min Read May 9, 2025
Tariffs are back—and bigger than ever. For global chipmakers and supply chain strategists, the stakes are higher—and murkier—than ever.
Just over 100 days into the new U.S. administration, a sweeping set of tariff changes has reignited global trade tensions. These policies—first launched under President Trump and sustained through the Biden era—have entered a new, more expansive phase, touching nearly every import category and reshaping the global semiconductor landscape in real time.
In Chips, China, and Consequences, TechInsights delivers a clear-eyed analysis of how tariff-driven uncertainty is reshaping everything from fab capacity planning and cross-border investments to end-user device markets and consumer behavior.
What’s Inside The "Chips, China, and Consequences" eBook
Gain timely insights from industry experts who are tracking every shift, pause, and escalation—including:
- Dan Kim – Chief Strategy Officer, TechInsights; former Chief Economist, CHIPS for America
- G. Dan Hutcheson – Semiconductor market analyst and publisher of The Chip Insider™
- Chris Miller – Author of Chip War and TechInsights Advisory Board Member
- David MacQueen – Senior Director of Executive Insights, TechInsights
Featured Chapters
- From Free Trade to Fragmentation: A Historical Perspective
- The New Tariff Landscape in Semiconductors
- Geographic Shifts and Global Supply Chains
- Impacts on U.S. Consumers: Prices, Shortages, and Shifts
- Tariffs on China vs. Tariffs from China: Who’s Hit Harder?
- What COVID Taught Us About Fragility in Trade
- Systematic Approaches to Navigating Trade Wars
Whether you're a policy analyst, semiconductor executive, procurement lead, or investor, this eBook delivers essential insights at a critical moment. It offers a comprehensive view of the semiconductor value chain—from fab capacity and equipment to device-level production and market distribution. Built on real-world data, our tariff impact forecasts help you understand how current and future trade policies could affect your strategic position. Alongside practical guidance for risk mitigation and agile adaptation, you'll also gain insider perspectives from experts who have lived through—and shaped—this evolving landscape.
Access Chips, China, and Consequences—only on the TechInsights Platform.
The tariff landscape is volatile—this exclusive TechInsights eBook is your playbook for navigating what’s next. Gain the clarity you need to make confident, data-informed decisions in an era of global trade disruption.
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