Tech giants face a $12 billion dilemma as Trump’s new 30% tariff on advanced semiconductor imports takes effect. While Intel and Micron applaud the “level playing field,” Apple and Tesla scramble to renegotiate contracts with Taiwanese and South Korean suppliers. The move complicates Biden-era semiconductor alliances, with Seoul calling it a breach of the 2023 Foundry Pact. Startups fear innovation slowdowns as R&D budgets shrink to absorb costs.
Categories: