The Trump administration is reportedly weighing a fresh round of semiconductor tariffs that could offer relief to companies investing in US manufacturing while potentially subjecting overseas production to higher duties, as Washington steps up efforts to use trade policy to draw more chip investment and production into the US.

With Korea’s two major chipmakers already planning major domestic investments, the concern is that US pressure to invest could derail projects

The new tariff creates new geopolitical and economic challenges for Korea’s push to build domestic AI chip hubs